Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Certification
Refences
Timeline
Generic
Motale Robert Ramakongoana

Motale Robert Ramakongoana

Johannesburg

Summary

I am a Senior Investment Consultant to some of the large retirement funds in South Africa. Academically I have successfully completed all the exams required for the Chartered Enterprise Risk Actuary designation.


My extensive consulting experience also extends to retirement funds in the wider sub-Saharan Africa region, showcasing my in-depth industry knowledge. I have consulted to retirement funds in Swaziland, Zambia, Mozambique, Lesotho, Ghana and South Africa.


Prior to my role in investment consulting, I honed my expertise in the Actuarial department of a life insurance company and also as a Senior Employee Benefits Consultant.


With a strong background in Actuarial Science and investment strategies, I bring valuable insights and a result-driven approach to every project.

Overview

12
12
years of professional experience
16
16
years of post-secondary education
1
1
Certification

Work History

Senior Fund Consultant

Novare Actuaries and Consultants
Johannesburg
04.2020 - Current
  • Presents at Pension Funds' Investment Committees and Boards of Trustees meetings
  • Provides input to formulation of investment strategies based on asset and liability modelling and actuarial risk control
  • Monitors clients' investment strategies based on clients' risk budgeting
  • Provides input to formulation of house-view asset allocation
  • Provides inputs to the manager research team - manager research meetings and asset managers due diligence
  • Reviews asset managers performance and does performance attribution
  • Does pension funds liquidity risk analysis
  • Does implementation shortfall optimisation and reporting on Pre and Post-trade analysis for transition management
  • Involved in manager research, selection and monitoring for listed and unlisted assets including:

Private equity

Private credit

Listed equity and bonds

Offshore

Property

Hedge Funds

  • Responsible for limited partnership review for new private equity funds

Investment Consultant

NBC Holdings
Johannesburg
08.2017 - 03.2020
  • Client-facing primary investment consultant to various large South
    African retirement funds
  • Formulation of investment strategies and presentation to clients
  • Tactical asset allocation formulation and implementation
  • Asset manager due diligence and manager selection
  • Quarterly investment report-back to Funds Boards of Trustees
  • Net Replacement Ratio Analysis on a pension fund member level
  • Training junior investment analysts and consultants on investment strategy formulation
  • Involved in an asset segregation and pension fund conversion exercise in Zambia
  • Main investment consultant to Swaziland-based funds
  • Involved in a private equity advisory role to a client based in Mozambique
  • Involved in training of Trustees from Ghana on investment policy formation and asset classes

Senior Consultant (Employee Benefits)

NBC Holdings
Johannesburg
04.2015 - 07.2017
  • Main Employee Benefits consultant to the Lesotho Government Employees Pension Fund
  • Attending all Board meetings, Governance and Audit and Risk subcommittee meetings and coordinating reports from all other service providers of the Fund
  • Doing Risk benefits rebroke exercises including for Trustees Professional Indemnity
  • Providing input to new business proposals and tenders to prospective client across NBC Africa division
  • Maintaining relationships with stakeholders such as insurers, actuaries, and government representatives in Lesotho
  • Compiling quarterly compliance reports to the regulator in Lesotho on behalf of the NBC Lesotho branch

Actuarial Analyst

Alliance Insurance Company
Maseru, Lesotho
02.2013 - 03.2015
  • Pricing and product development, claims experience analysis, and expense experience analysis
  • Actuarial valuation data control
  • Actuarial calculations for discontinuance benefits
  • Compiling monthly new business performance reports for life retail and group products
  • Providing input into reinsurance treaty discussions
  • Doing quotations for group risk benefits and presentations to prospective clients
  • Profitability tests on the life division's credit life business

Education

Bachelor of Commerce - Statistics

University of Cape Town
Cape Town
01.2011 - 12.2011

Bachelor of Science - Statistics

University of Cape Town
Cape Town
01.2008 - 12.2010

Completed all exams for CERA (Actuary) designation - Actuarial Science

Actuarial Society of South Africa
South Africa
01.2012 - 08.2024

Skills

  • FINANCIAL MODELLING
  • PORTFOLIO OPTIMISATION
  • TREND AND DATA ANALYSIS
  • RISK MANAGEMENT
  • ACTUARIAL SCIENCE
  • PRIVATE EQUITY
  • INVESTMENT STRATEGIES
  • PENSION FUND REGULATIONS

Languages

English
Advanced (C1)

Accomplishments

UCT Science faculty Merit list in 2008

Certification

First Level Regulatory Exam for representatives (RE 5)

Matlab Programming for Financial Applications (Optimum Solutions)

Refences

Available on request

Timeline

Senior Fund Consultant

Novare Actuaries and Consultants
04.2020 - Current

Investment Consultant

NBC Holdings
08.2017 - 03.2020

Senior Consultant (Employee Benefits)

NBC Holdings
04.2015 - 07.2017

Actuarial Analyst

Alliance Insurance Company
02.2013 - 03.2015

Completed all exams for CERA (Actuary) designation - Actuarial Science

Actuarial Society of South Africa
01.2012 - 08.2024

Bachelor of Commerce - Statistics

University of Cape Town
01.2011 - 12.2011

Bachelor of Science - Statistics

University of Cape Town
01.2008 - 12.2010

First Level Regulatory Exam for representatives (RE 5)

Matlab Programming for Financial Applications (Optimum Solutions)

Motale Robert Ramakongoana