PHUTI MOLABA
Implementation Specialist (Investment Management)
Pretoria
Summary
I'm an Implementation Specialist who thrives on tasks that challenge my critical thinking and problem-solving skills. I've got a background in Fintech, Business Analysis, Financial Planning, Actuarial Science and the implementation of software solutions in Investment Management.
My hunger for innovation, efficiency in my work and delivery of projects together with my desire to lead with passion and enhance our customer experience is the reason I'm perfect for this role.
I'm dependable and I work well with other people from different teams. I'm eager to take on added responsibilities to achieve our company vision.
I'm well capable to manage and oversee the end-to-end delivery of the Iress Wealth Management products and services to clients.
My experience, my hunger to learn, my confidence and eagerness to thrive and impart knowledge make me a great candidate for the Implementation Lead role.
Overview
18
18
years of professional experience
4041
4041
years of post-secondary education
3
3
Languages
Work History
Implementation Specialist (Investment Management)
IRESS
Bryanston
05.2020 - Current
- Implement Iress products and solutions for our clients including our IRESS Portfolio System, Xplan and CommPay ensuring a seamless integration.
- Partner with our Product team to configure optimal solutions for our clients.
- Collaborate with internal stakeholders (e.g the Trading team, Product team, Support Engineering team) to see to a high-quality and efficient implementation.
- Engage with clients and key stakeholders to understand the business requirements with clear objectives.
- Lead and facilitate client meetings during a project implementation.
- Analyse and test the solution to ensure a smooth implementation.
- Train and provide initial support to clients to ensure continued use of our software.
- Document key notes during implementation for future reference & for knowledge sharing.
- Offer mentorship and guidance to colleagues while continuously expanding my own expertise.
- Use the JIRA Kanban board to prioritise my work
- Build strong relationships with clients, fostering trust and confidence in the implementation process.
English Teacher
ILA
Hanoi
11.2018 - 11.2019
- Teach English as a Foreign Language to children aged 4-16 years using activity based learning.
- To improve the Reading, Writing, Listening and Speaking skills of the learners as well as their pronunciation and Grammar.
- To create lesson plans and to choose appropriate games/activities for teaching a particular skill
- To test the current level of a prospective student's English ability and place them at the appropriate learning class.
- Prepared and implemented lesson plans covering required course topics.
- Key Achievements: Contributing to the learners' improvement of the English language.
Business Analyst
SANLAM
Bellville, Cape Town
10.2013 - 10.2018
- Ensured the quality and accuracy of the Retirement Planning tool and the IRESS Portfolio System by performing functional, regression, Pre-Production, Post- Production and performance tests.
- Wrote specifications for a Retirement Planning client report.
- Communicated with Business to find out Business requirements for an in-house built/developed Retirement Planning report, by doing workshops and having regular meetings.
- Communicated with the various stakeholders to find ways to enhance the user experience of the IRESS Portfolio system.
- Identified and raised errors during testing to the software provider.
- Collaborated with stakeholders to identify business needs.
- Key Achievements: Working on a reliable, financial planning tool that is used by Sanlam advisers to assist them in planning for their clients with respect to Retirement Planning.
Financial Planning Analyst
SANLAM
Bellville, Cape Town
11.2010 - 09.2013
- Assess the client's financial needs in the event of death, disability and retirement
- Calculate the capitalised value of the lump sum required to meet the client's income requirements in the event of death, disability and retirement
- Estate Planning: Calculate potential estate costs such as Executor's fees, the Estate Duty & the Capital Gains Tax liability given the client's current position
- Draw up a report and present solutions to these needs
- Identify possible business needs & recommend solutions based on our findings
- Key Achievements: Performing calculations and providing reports to mostly high net worth clients with regards to Retirement Planning
Senior Actuarial Assistant
SANLAM
Bellville, Cape Town
02.2007 - 10.2010
- TESTING OF PROGRAMS - Use programs (known as CALCULATORS) provided by the IT programmers as well as the Actuarial programmers to test the values of different products for New Business
- Identify and report any differences and errors between the two programs
- Inform the relevant programmer of any issues encountered
- Skills: COMMUNICATIVE - Provide clear and sufficient information when communicating with programmers and other stakeholders
- ADMINISTRATIVE- To keep a record of the queries logged as well as the results of the testing done during the testing phase
- ACCURACY - Applying my analytical skills to be thorough in my work
- Key Achievements: Ensuring that the New Business products were of high quality and accurate as thousands of clients would be relying on those values
- I was promoted to a higher job grade
Education
BSC - Actuarial & Financial Mathematics
University of Pretoria
Pretoria 01.2003 - 01.2006
Postgraduate Diploma - Financial Planning
University of Stellenbosch
Western Cape 01.2012 - 01.2013
Diploma - Business Analysis
Faculty Training Institute
Western CapeTEFL - Teaching English as a Foreign Language
University of Cape Town
Western CapeSenior Certificate -
Capricorn High School
01.1998 - 01.2002
Skills
- Problem-solving abilities
- Critical Thinking
- Analytical thinking
- System Configuration
- Leadership
- Solution Design
- Good communication
- Client Training
- Team collaboration
- Confidence
- Resourcefulness
- Software implementation
Timeline
Implementation Specialist (Investment Management)
IRESS
05.2020 - Current
English Teacher
ILA
11.2018 - 11.2019
Business Analyst
SANLAM
10.2013 - 10.2018
Postgraduate Diploma - Financial Planning
University of Stellenbosch
01.2012 - 01.2013
Financial Planning Analyst
SANLAM
11.2010 - 09.2013
Senior Actuarial Assistant
SANLAM
02.2007 - 10.2010
BSC - Actuarial & Financial Mathematics
University of Pretoria
01.2003 - 01.2006
Senior Certificate -
Capricorn High School
01.1998 - 01.2002
Diploma - Business Analysis
Faculty Training Institute
TEFL - Teaching English as a Foreign Language
University of Cape Town
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