Neil Brown
Banking And Finance Coordinator
Cape Town
Summary
Results-driven financial services professional with 2 years of experience across operations and banking functions within asset management. Demonstrated ability to quickly master complex processes, reduce operational risk, and exceed performance targets. Strong communicator with a proactive, team-oriented approach and a track record of delivering measurable results.
Overview
2
2
years of professional experience
Work History
Banking and Finance Coordinator
Sygnia Asset Management
01.2025 - Current
- Reduced unallocated deposits by R30 million, exceeding the R70m target by 15.7%.
- Investigated and resolved unallocated deposits through coordination with investors, independent financial advisors, and transferring companies.
- Produced and delivered in-depth weekly reporting on deposit trends and risks to senior management.
- Contributed to improved operational controls and faster allocation turnaround times by alerting consultants to deposits to be invested under their respective cases.
- Processed refunds through the coordination with the Finance and Compliance department.
- Participated in the tax season project for the financial year of 2024/25 to resolve unallocated deposits pertaining to Tax Free Savings and Retirement Annuity accounts.
- Entrusted with being a standby switches and rebalances authoriser.
Operations Consultant
Sygnia Asset Management
02.2024 - 12.2024
- Offered a permanent contract within 2 months of a 6-month probation period due to strong performance.
- Ranked Top 3 in quality evaluations for two months.
- Consistently maintained one of the lowest error rates within the consultant team.
- Onboarded new clients and ensuring that they are FICA compliant.
- Made sure investment instructions adhered to the respective regulations investment products are bound by for example Regulation 28, annual Tax-Free Savings contribution limits and foreign exposure limits.
- Communicated with direct clients and brokerages to resolve outstandings blocking the finalisation of instructions.
- Processed investments for new and existing clients, including switches and portfolio rebalances.
- Ensured accuracy and compliance across high-volume transactional workflows.
- Took the initiative to compile a Standard Operating Procedure document for rebalancing investment accounts in collaboration with my team leader.
Education
Bachelor of Commerce - Economics and Finance
University of the Western Cape
04.2024
Skills
Financial operations and unallocated deposit resolution
Investment processing, switches & portfolio rebalancing
Financial reporting, data analysis & Excel
Stakeholder communication (investors, IFAs, internal teams)
Process optimisation & problem-solving
Accuracy and completeness in all tasks
The ability to identify gaps and take ownership to ensure all tasks are completed
References
Zaheer, Parker, Team Leader, 074 190 1193, Sygnia Asset Management
Academic Achievements
Senior Merit Award: 2020–2023., Golden Key International Honour Society (Top 15% of faculty)., 20 Distinctions achieved., Top Achiever: Microeconomics (94%, 2022)., 2nd Place in Economics (89%, 2022)., 3rd Place overall in year (80%, 2022)., Dean’s Merit List: 2022 & 2023., Recognition from Economic Research Southern Africa (ERSA).
Timeline
Banking and Finance Coordinator
Sygnia Asset Management
01.2025 - Current
Operations Consultant
Sygnia Asset Management
02.2024 - 12.2024
Bachelor of Commerce - Economics and Finance
University of the Western Cape