Sisanda Manzana

Investment Portfolio Management

• Monitored overall performance of the investment portfolio, achieving consistent alignment with investment goals.
• Ensured portfolio diversification, resulting in improved risk-adjusted returns.
• Conducted regular portfolio reviews and implemented strategic adjustments to optimize performance.
• Identified underperforming assets and recommended corrective actions, mitigating financial risks.

Compliance and Documentation

• Ensured borrowers complied with loan covenants and regulatory requirements, reducing breaches by 15%.
• Maintained accurate records and documentation for all financial activities, ensuring audit readiness.
• Assisted with financial year-end audits and BEE audits, achieving 100% compliance with statutory requirements.

Stakeholder Communication

• Addressed inquiries from borrowers and investors promptly, enhancing client satisfaction.
• Prepared and presented detailed performance reports to management and stakeholders.
• Sent monthly and quarterly ASISA reports to clients, ensuring transparency and trust.

Operational Efficiency

• Processed buy/sell instructions for initial contributions, additional contributions, and redemptions via Prescient Fund Services.
• Managed Boutique Collective Investments applications and processes with high accuracy.
• Reconciled Xero Accounting System and Credit Ease Management System, reducing discrepancies by 10%.

Financial Analysis

• Analyzed financial statements, performance reports, and relevant data to guide decision-making.
• Created trade reports for initial contributions, surrenders, and broker payments, improving reporting accuracy.
• Loaded initial contributions, surrenders, and ongoing broker fees into the Credit Ease Management System efficiently.

Payment Management

• Loaded payments and recipients for investors and brokers on banking platforms, ensuring timely disbursements.
• Streamlined payment processes, reducing delays and errors by 20%.