Running
Nadia Miller
Specialised Investment Analyst
Lansdown, Cape Town
Summary
Analytical professional with strong background in financial services, investment operations and asset management. Skilled in providing operational consultations and solutions. Astute candidate develops new strategies and processes to optimize financial operations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
9
9
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Specialised Investment Analyst
Analytics Consulting
03.2020 - Current
- Conducted detailed investment analysis, calculations and reports.
- Developed financial models to assess potential investments and identify potential risks.
- Monitored market trends and news to identify emerging opportunities.
- Created and maintained precise and accurate models, charts and reports.
- Assisted Portfolio Managers with choosing and timing investments for optimal results.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Evaluated performance of existing investments and adjusted accordingly.
- Developed trading strategies to maximize returns on investments.
- Developed financial projections and forecasts to guide investment decisions.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Presented oral and written reports on general economic trends for internal use.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Helped Portfolio Managers make optimal decisions on amounts and timing of capitalization.
- Conducted due diligence on potential investments and presented findings to investors.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Created financial models and analysis to support strategic initiatives and identify trends, risks and potential areas for improvement.
- Developed and tracked key operational and financial performance metrics against strategic objectives.
- Prepared month-end analysis on financial results.
- Analyzed current and historical financial results.
- Generated market color, ideas and axes to maximize client revenues.
- Managed risk, pricing and hedging of variety of index derivatives products.
- Maintained existing tools necessary for desk to operate and properly managed risks.
- Executed trades for stocks, futures, options and variance swaps to hedge customer trades.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Discussed financial options with clients and provided informed suggestions.
- Analyzed revenues, expenditures, and cash management.
- Oversaw liquidity and cash management operations.
- Monitored cash flow to maintain optimal liquidity and cash management.
- Back Manager for one of in-house institutional Income Funds.
Senior Fund Accountant
SANNE - Now APEX
01.2015 - 02.2020
- Resolved cash exceptions, evaluating impact on overall account status and reporting findings to stakeholders.
- Liaised with tax auditors and preparers to communicate fund details.
- Reconciled daily trading transactions to ascertain necessary month-end adjustment measures.
- Calculated funds' net asset value on a daily basis as appropriate.
- Evaluated trade impacts and issued reports on progress and variances.
- Processes security transactions to support valuation and financial reporting.
- Authored daily roll forward schedules to maintain operational continuity.
- Generated routine and ad-hoc financial statements for management.
- Monitored and managed cash flows and expenses.
- Collated monthly shareholder activity reports and transmitted completed reports to the manager.
- Performed daily accounting of assigned funds and performed fund analysis for critical decision-making purposes.
- Prepared cash and currency reconciliation reports for counterparty accounts.
- Collaborated with fund managers regularly to align efforts to confirm accurate financial reporting.
- Resolved accounting variances and estimated monthly closing accruals.
- Maintained accurate transaction processing record.
- Participated in generating fund balance sheets for distribution to shareholders.
- Prepared working papers, reports and supporting documentation for audit findings.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Provided journal entries and performed accounting on accrual basis.
- Tracked funds, prepared deposits and reconciled accounts.
- Trained new employees on accounting principles and company procedures.
Education
No Degree - Registered For CFA Level 1
International
08.2024
Masters in Philosophy - Demography And Population Studies
University of The Western Cape
Bellville, South Africa12.2024
No Degree - Mathematics
University of Cape Town
Cape Town, South AfricaBSC Honours - Population Studies & Statistics
University of The Western Cape
Bellville, South Africa03.2017
Bachelor of Commerce - Invetsment, Finance & Statistics
University of The Western Cape
Bellville, South Africa 03.2015 - 02.2024
Skills
Equity Research
Certification
Golden Key Honours Society Award
Interests
Crossfit
Playing Paino
Community Projects
Timeline
Specialised Investment Analyst
Analytics Consulting
03.2020 - Current
Golden Key Honours Society Award
03-2017
SAS - analysis & coding
12-2016
Bachelor of Commerce - Invetsment, Finance & Statistics
University of The Western Cape
03.2015 - 02.2024
Senior Fund Accountant
SANNE - Now APEX
01.2015 - 02.2020
No Degree - Registered For CFA Level 1
International
Masters in Philosophy - Demography And Population Studies
University of The Western Cape
No Degree - Mathematics
University of Cape Town
BSC Honours - Population Studies & Statistics
University of The Western Cape
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