Samantha Edwards
Investments
Cape Town
Summary
Finance and Investment Management professional with experience across business analysis, investment operations, financial analysis, client servicing , Cient reporting , RFPs and due diligence reports within the asset-management industry. Currently working as a Trainee Business Analyst at Perpetua Investment Managers, supporting business research, client requirements, RFPs, tenders, reporting and data management. Previous investment-operations experience includes cash-flow monitoring, trade support, reconciliation and investment reporting. Holds a BBA in Finance/Investment Management, a Postgraduate Diploma in Finance/Investments and a Graduate Certificate in Investment Administration and Client Services. Strong analytical, research, stakeholder-management and problem-solving capabilities, with a developing focus on investment analytics, business intelligence and process improvement.
Overview
1
1
Language
7
7
years of professional experience
Work History
Trainee Business Analyst
Perpetua Investment Managers
Cape Town
12.2025 - Current
- Conduct business and market research to identify opportunities and support business-development initiatives within the investment-management environment.
- Maintain and update multiple client and business portals with accurate monthly information.
- Maintain and update company workboards to provide internal stakeholders with real-time visibility of tasks, deadlines, upcoming projects and meetings, supporting effective planning, coordination and timely delivery of activities.
- Coordinate and manage client due diligences, RFPs, tenders and presentations, ensuring information is accurately compiled and delivered within required timelines.
- Coordinate the preparation and completion of monthly and quarterly reports, ensuring information is accurate, complete and delivered within required reporting deadlines.
- Assist with the preparation and submission of tenders on behalf of the company, coordinating information and supporting documentation across relevant internal stakeholders.
- Liaise with internal teams, clients, consultants and external service providers to ensure accurate and timely delivery of client requirements.
- Prepare financial and investment-related reports for client presentations and management review.
Support institutional and retail client servicing by responding to investment-related queries and preparing reports. - Maintain accurate portfolio, client and research data while supporting data integrity and reporting requirements.
- Conduct business research and market analysis to support the investment-management business-development team.
- Organise meetings and facilitate communication between internal stakeholders, clients and external parties.
- Support workflow improvements and assist with streamlining processes to improve team efficiency.
- Assist with various investment-management projects, reporting requirements and ad hoc analytical tasks.
Investments Operations Intern
Granate Asset Management
08.2025 - 11.2025
- Assisted with cash liquidation and cash-flow monitoring, supporting timely and accurate settlement of investment transactions.
- Supported the trading team with trade execution, reconciliation and reporting processes.
Reviewed transaction records and supporting documentation to identify discrepancies and maintain data accuracy. - Developed reports on asset performance and presented findings to management.
Assisted in managing daily operations and workflows across investment-related projects. - Maintained accurate records of transactions and client interactions within relevant databases.
Supported the preparation of investment and client-related information for reporting purposes. - Collaborated with the Operations and Client Services teams to resolve client queries and maintain efficient operational workflows.
- Contributed to accurate and timely processing of investment-related information across operational activities.
Software Accounting Administrator
AlphaTech
Cape Town
08.2022 - 11.2022
- Produced contracts and billing plans for use with vendors and supported accurate documentation of financial and administrative processes.
- Monitored petty cash and maintained accurate records of transactions.
- Managed invoice coding and documented relevant processes to support consistent financial administration.
- Oversaw reporting and documentation relating to budget administration and sales tracking.
- Maintained accurate records and supported the preparation of information used by management to monitor business activities.
- Reviewed financial and administrative information for accuracy and completeness.
- Supported accounting agents by providing guidance and constructive feedback to facilitate timely completion of tasks
Teacher Assistant
Western Cape Education Department
11.2021 - 08.2022
- Produced contracts and billing plans for use with vendors and supported accurate documentation of financial and administrative processes.
- Monitored petty cash and maintained accurate records of transactions.
- Managed invoice coding and documented relevant processes to support consistent financial administration.
- Oversaw reporting and documentation relating to budget administration and sales tracking.
- Maintained accurate records and supported the preparation of information used by management to monitor business activities.
- Reviewed financial and administrative information for accuracy and completeness.
- Supported accounting agents by providing guidance and constructive feedback to facilitate timely completion of tasks.
Site Administrator
Koartec Construction
04.2021 - 07.2021
- Controlled electronic customer records and handled data entry for billing and accounts receivable.
- Coordinated communications across departments to schedule meetings and keep staff informed on critical matters.
- Organized physical and digital filing systems to keep records well-structured and easy for team members to retrieve.
- Streamlined office operations by implementing procedure and policy improvements for better efficiency.
- Served as the main point of contact for outside vendors and routed requests to the right personnel.
Administration Clerk
Raydian
02.2020 - 02.2021
- Coordinated interdepartmental communication to schedule meetings and keep teams aligned on critical matters.
- Monitored office operations and resolved day-to-day issues to maintain a smooth workflow.
- Tracked office inventory and supplies, ordering low-stock items before shortages disrupted work.
- Managed telephone calls, incoming mail, and parcels, directing inquiries and distributing items to the right departments.
- Digitized important records and safeguarded confidential data to improve accessibility and support data integrity.
Education
Postgraduate Diploma in - Finance
University of The Western Cape
Cape TownGraduate Certificate - Investment Administration And Client Services
Asisa Academy
Cape Town06.2025
Bachelor of Business Administration - Finance/Investment Management
Tsiba Business School
Cape TownCertificate of Higher Education - Business Administration
Training Force
Skills
Data analysis
Data visualization
Market analysis
Report preparation
Cash flow monitoring
Languages
- English
- Afrikaans
- Xhosa
Education and Training
true
Timeline
Trainee Business Analyst
Perpetua Investment Managers
12.2025 - Current
Investments Operations Intern
Granate Asset Management
08.2025 - 11.2025
Software Accounting Administrator
AlphaTech
08.2022 - 11.2022
Teacher Assistant
Western Cape Education Department
11.2021 - 08.2022
Site Administrator
Koartec Construction
04.2021 - 07.2021
Administration Clerk
Raydian
02.2020 - 02.2021
Bachelor of Business Administration - Finance/Investment Management
Tsiba Business School
Graduate Certificate - Investment Administration And Client Services
Asisa Academy
Postgraduate Diploma in - Finance
University of The Western Cape
Certificate of Higher Education - Business Administration
Training Force