Summary
Overview
Work History
Education
Websites
Accomplishments
Interests
Personal Information
Timeline
Generic

Sherwin Naidoo

Fund Applications Analyst
Cape Town

Summary

Leverage extensive knowledge and experience in fund services while continuously expanding expertise in emerging technologies. Committed to staying at the forefront of industry advancements and applying innovative solutions to enhance operational efficiency. Contribute to a dynamic team that values creativity and forward-thinking approaches in financial services. Driven by a passion for achieving results through a blend of technical proficiency and strategic insight.

Overview

15
15
years of professional experience

Work History

Applications Analyst

TMF Group
04.2022 - Current
  • Company Overview: TMF Group offers a wide range of services and has over 125 offices in over 85 jurisdictions globally.
  • The primary function is to support the Operations teams in various global jurisdictions in delivering their mandates. This entails ensuring efficient and smooth running of all things FIS Private Capital Suite (FIS Investran) related on both the front and backend of the application.
  • Also involved with setting up investor portals, virtual data rooms, fundraising data rooms and digital subscription documents using DocuSign for potential investors on Investment Café (E-Front solution) as well as involved with other projects and exposure to other technologies such as the Atlas data platform by Holland Mountain, the Kyriba platform for payment solutions, Medius for invoice automations, Anaplan etc. and the implementation, development and integrations between these various systems.
  • Solely responsible from the applications support side for generating ISAE3402 reports and ensuring that all the Global jurisdictions (EMEA, APAC, SCNA) comply to audit requirements in my dealings and calls with the auditors on a semi-annual basis.
  • Solely responsible for AD Group management and security, ensuring segregation of data across users of different jurisdictions and access to applications.
  • Solely responsible for the creation of governance/ police reports and checks driven towards ensuring sound data governance across the global databases.
  • Solely responsible for setting up, implementing and maintaining data automations into FIS Investran on the backend of the application.
  • Ability to problem solve, think logically, critically and to solve issues and provide solutions where needed.
  • Developed and implemented solutions for the support team such as the creation of macro enabled templates created for the purpose of bulk ensuring data accuracy and bulk data uploads, enhancing operational efficiency and streamlining application processes across teams.
  • Conducted regular system audits and performance evaluations, identifying areas for improvement and ensuring compliance with industry standards.
  • Managed project timelines and deliverables, facilitating communication between stakeholders and ensuring timely project completion.
  • Assisted in the development of user documentation and training materials, supporting a smooth transition to new systems and processes.
  • Implemented robust security measures to protect sensitive data from unauthorized access or breaches.
  • Supported daily operations and system maintenance procedures including monthly server maintenance over weekends in my personal time.
  • Enhanced application performance by conducting thorough system analyses and implementing necessary updates especially during application upgrades.
  • Provided exceptional end-user support, resolving technical issues quickly and efficiently, most often as both the first and last point of contact.
  • Analyzed system requirements and provided recommendations, ensuring alignment with business objectives and improving user experience.
  • Collaborated with cross-functional teams to troubleshoot application issues, reducing downtime and increasing overall productivity.
  • Led training sessions for staff on new application features, improving team competency and enhancing service delivery.
  • Performing SQL queries on the various databases on the backend of the FIS Investran application, ensuring that UAT and DEV databases have been refreshed according to database refresh schedules and that services are running on the application and assisting when there are critical issues.
  • I have also been solely responsible for preparing compliance assessments for the company to be approved to make use of certain applications in certain regions and to obtain the necessary regulatory authorities approval most notably with the the Commission de Surveillance du Secteur Financier (CSSF), Luxembourg's financial sector supervisory authority.
  • Most Commonly used Systems or tools: FIS Investran/ FIS Private Capital Suite, Investment Café, Kyriba Payment Platform, SQL, Excel VBA, Anaplan, AD Group Management, PowerShell and some exposure to Alteryx and PowerBI.

Part Owner

Curry Queen Spices
01.2015 - 11.2023
  • The business had been sold to an Investor and is currently still a rapidly growing brand.
  • Managed the financial, accounting & marketing of the business as well as the product development process & future planning.
  • Solely designed & created the product labels & website (curryqueen.co.za) & oversee maintenance.
  • Our products have been sold to customers in over 40 countries to date. Within the next 3 years I plan on making this brand a household name in SA.
  • We are Suppliers to supermarkets, wholesale stores, tourist markets and are starting to grow in direct online sales.
  • Developed strategic marketing initiatives that increased brand visibility and attracted new customer segments in a competitive market.
  • Streamlined inventory management processes, resulting in improved order accuracy and reduced fulfillment times for customer requests.
  • Led training sessions for staff on best practices in customer service, enhancing overall team performance and customer satisfaction.
  • Implemented cost-effective sourcing strategies for raw materials, positively impacting profitability while maintaining product quality standards.
  • Analyzed market trends to identify new product opportunities, driving innovation and expanding the product line to meet customer demands.
  • Established strong relationships with suppliers, ensuring reliable access to quality ingredients and fostering collaboration on new offerings.

Business Systems Support Analyst

Jersey Trust Company
08.2019 - 03.2022
  • Company Overview: JTC is a publicly listed (London Stock Exchange), award-winning provider of fund, corporate and private wealth services to institutional and private clients. The principle of true shared ownership (where all employees form the main shareholders of the company) has been fundamental to its success. Founded in 1987 in Jersey it is now trusted to administer assets of over US$100 billion.
  • The primary function of the Business Systems Support Analyst is to support the Operations teams in various global jurisdictions in delivering their daily mandates. This entails ensuring efficient and smooth running of FIS (Sungard) systems primarily InvestOne and Investran, data vendors' pricing feeds and supporting tools.
  • The role includes development (and maintenance) of bespoke reports and tools, processing of corporate actions, securities and price uploads.
  • Assisting the operations teams across various jurisdictions: Luxembourg, Jersey, Guernsey, Mauritius, Cayman Islands and South Africa to name a few.
  • Ability to problem solve, think logically, critically and work under pressure with minute to minute deadlines assisting teams with new issues that may arise with no prior knowledge or training on such issues.
  • Supporting the operations teams on various issues across IT, business systems and fund accounting. An understanding of the financial markets, accounting and IT is important and therefore the duties of this job are not limited to a pre-defined list.
  • JTC is a publicly listed (London Stock Exchange), award-winning provider of fund, corporate and private wealth services to institutional and private clients. The principle of true shared ownership (where all employees form the main shareholders of the company) has been fundamental to its success. Founded in 1987 in Jersey it is now trusted to administer assets of over US$100 billion.
  • Most Commonly used Systems or tools: FIS, InvestOne, Investran, DX, Bank Clarity, Trident, Bloomberg, ICE, Excel VBA & many others.

Investment Administrator

Old Mutual
04.2018 - 03.2019
  • Liaising with clients and intermediaries regarding their investments telephonically as well as via fax, e-mail and by letter writing. Checking that their instructions are complete and correct to ensure that everything is carried out accurately.
  • Validating/ coding of all death claims.
  • Processing disinvestments, transfers of ownership, pay outs to both foreign and local banks and clients as a result of death claims for middle to high Net worth clients on specific Old Mutual investment contract types.
  • Forex payments to foreign clients and beneficiaries (liaising with Standard Bank Exchange Control, Treasury, Mercantile and client in order to confirm emigration, complete BOP forms and effect payments.
  • Contacting Brokers/Intermediaries for any outstanding documents or information regarding the death claims.
  • Assist with or resolve queries.
  • Action request from the brokers / intermediaries for changes on client's portfolio.
  • Liaising with servicing intermediaries and client's requesting business and compliance requirements.
  • Preparation of IT3b and IT3c tax certificates for clients.
  • Ensuring that all compliance requirements are met.
  • Section 54 of the Long Term Insurance act, FAIS and FICA, Legal requirements.
  • Follows standardized processes and provide administrative support in line with the normal functions.
  • Deliver on daily production standards.
  • Accountable for service delivery through own efforts.
  • Adheres to service and quality standards. Attention to detail.
  • Perform 3rd party check /trace and Bank account verification.
  • Identify and detect fraud.
  • Commonly used Information Systems: OMUNET, AWD, OMUQUOTE, IBC, Lucent Centre, MS Office Suite, Hyphen, EMS, ITC, TransUnion

URTP Reservist

SANDF (SA Army)
01.2012 - 01.2013
  • Private/Platoon Leader

Sales and Stock-Taking Officer

Homemark Ltd.
01.2011 - 01.2012
  • Worked during vacations as a sales and stock-taking officer.

Education

Honours degree - Financial Analysis and Portfolio Management

University of Cape Town
03.2020

Bachelor of Commerce degree - Economics & Finance, Management Studies

University of Cape Town
12.2017

Bachelor's Degree Pass -

Secondary Education
12-2010

Websites

Accomplishments

  • Completed an online Financial Trading course from The Academy of Financial Trading, 2016
  • Participated in the JSE Financial Trading Competition, 2015
  • Ranked in the top 100 in SA by the Harmony and World Cyber Mathematics Olympiads, 2009, 2010

Interests

Trading
Exploiting Arbitrage opportunities in cryptocurrencies
Football
Playing Foosball, Pool/Snooker, and squash
Self-studying computer languages and systems

Personal Information

  • Criminal Record: None
  • ID Type: SA ID
  • ID Number: 9208035032085
  • Driving License: Code 08

Timeline

Applications Analyst

TMF Group
04.2022 - Current

Business Systems Support Analyst

Jersey Trust Company
08.2019 - 03.2022

Investment Administrator

Old Mutual
04.2018 - 03.2019

Part Owner

Curry Queen Spices
01.2015 - 11.2023

URTP Reservist

SANDF (SA Army)
01.2012 - 01.2013

Sales and Stock-Taking Officer

Homemark Ltd.
01.2011 - 01.2012

Honours degree - Financial Analysis and Portfolio Management

University of Cape Town

Bachelor of Commerce degree - Economics & Finance, Management Studies

University of Cape Town

Bachelor's Degree Pass -

Secondary Education

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Sherwin NaidooFund Applications Analyst