Patricia Lelele
Johannesburg
Summary
Quantitative economics and investment professional with Bcom in Economics and Accounting and proven experience in financial analysis, regulatory reporting, and data-driven decision support within the insurance and investment environment. Adept to translating complex financial information into actionable insights using excel and analytical tools.
Recognized for strong attention to detail, stakeholder engagement and solutions-oriented mindset. Currently advancing quantitative economics expertise and seeking to contribute analytical capability within an economic regulation or policy-focused environment
Overview
13
13
years of professional experience
1
1
Certification
Work History
Technical Investment Specialist
Liberty
Johannesburg
06.2022 - Current
- Analysed financial and investment data to support strategic decision-making.
- Generated analytical reports for stakeholders to inform investment strategies
- Interpreted complex financial information and identified trends.
- Ensured compliance with regulatory standards and supported accurate reporting
- Conducted quantitative analysis to assess and enhance investment performance metrics
Custmer Service Agent (Policy services and Claims)
Liberty
Johannesburg
01.2013 - 05.2022
- Delivered end to end customer support to policyholders across life and investment products
- Assisted clients and financial advisors with claims submission and documentation to ensure timely processing
- Resolved client queries efficiently via telephone and email while maintaining high service standards
- Maintained strong client relationships through professional and empathetic communication
- Engaged clients considering cancellation to address concerns and propose tailored solutions
- Captured and maintained client data, ensuring compliance with FAIS and FICA regulations.
- Ensured all interactions complied with FAIS,FICA and Treating Customer Fairly (TCF) principles
Education
Bachelors Degree - Economics And Accounting
Regent Business School
Johannesburg, South Africa05.2023
Bachelors Degree (NQF 7) - Econometrics And Quantitative Economics
UNISA
Johannesburg, South AfricaSkills
- Investment analysis
- Data interpretation
- Financial Calculations
- Microsoft office suite
- Power BI (Working knowledge)
- Advanced Microsoft Excel
- Regulatory framework exposure
- FAIS Compliance
- FICA Compliance
- Policy analysis
- Data analysis and visualization
- Stakeholder engagement
- Long-term insurance knowledge
- Risk assessment
- Report writing
- Time management
Languages
English
Proficient (C2)
C2
Sesotho
Native
Native
Sizulu
Intermediate (B1)
B1
Certification
NQF 5 Wealth Management -Invuya Institute
Timeline
Technical Investment Specialist
Liberty
06.2022 - Current
Custmer Service Agent (Policy services and Claims)
Liberty
01.2013 - 05.2022
Bachelors Degree - Economics And Accounting
Regent Business School
Bachelors Degree (NQF 7) - Econometrics And Quantitative Economics
UNISA