A resourceful employee with outstanding knowledge to develop and maintain a healthy customer pipeline. Consistently works to attract new business opportunities. Talent in administrative oversight, and customer service improvements.
Overview
14
14
years of professional experience
Work history
Settlements Specialist
Strate
Sandton, Gauteng
05.2022 - Current
Formed part of the team to see through the implementation of ZARONIA in the South African market.
Contributed to the EESE (IE-X) listing project for the Bonds market.
Contributed to introducing the CSD to CSD link project into the market.
Participated in the research team focused on introducing the Bond CCP to the market.
Managed the Bonds desk, ensuring timely and complete settlement within specified bond timelines.
Facilitated the settlement of money markets, resolving all related queries before and on the settlement date, including equities.
Revised procedure manuals for Bonds and Money markets following the implementation of key process controls.
Monitored market trends and assisted in risk management, reducing risk by a significant percentage and saving over 3% of the desk’s budget.
Ensured timely and accurate trade settlement, collaborating with cross-functional teams to improve operational efficiency and implementing innovative solutions, including contributing to the development of robotic systems for trade booking.
Reconciliation Officer
Rand Merchant Bank
Sandton, Gauteng
02.2018 - 12.2020
Developed and strengthened business relationships by networking with key stakeholders, reducing portfolio losses.
Streamlined organizational systems for reports, agendas, and records by consolidating multiple files into a single, concise document.
Serviced existing accounts regularly to maximize revenue, focusing on managing challenging accounts like BMA.
Responded to telephone and in-person inquiries, providing information and resolving concerns promptly to maintain customer satisfaction.
Utilized strong communication and active listening skills to build client rapport and drive profitability.
Investment Analyst
Rand Merchant Bank
Sandton, Gauteng
06.2016 - 01.2018
Improved decision-making by creating and implementing a thorough rebuild of the cash management file and financial modelling.
Assisted in day-to-day operational support across research and accounting to aid overall business progress.
Researched and analyzed market trends, industry sectors, and individual securities to provide actionable insights and recommendations to senior management and clients.
Monitored portfolio performance, providing regular updates and adjustments based on market movements, performance metrics, and economic developments.
Collaborated with cross-functional teams, including traders, compliance officers, and portfolio managers, to ensure alignment and optimize investment strategies.
Utilized advanced financial software (e.g., Bloomberg, Excel) to gather data, analyze trends, and present findings.
Contributed to risk management strategies, identifying potential risks and helping implement mitigation measures to protect the bank’s investments.
Assistant financial analyst
KPMG
Durban, South Africa
12.2010 - 02.2011
Reviewed monthly requisitions for accuracy and completeness, reconciled transactions, and determined payment approval statuses.
Audited, balanced, and reconciled payroll for 25+ personnel, ensuring accurate and timely payments.
Identified and monitored budget expenses for accuracy and signs of fraud.
Education
High School Diploma - Commerce
Mathunjwa High School
Nongoma, KwaZulu-Natal
02.2006 - 12.2009
BCom Degree - Commerce
UKZN (PMB Campus)
Pietermaritzburg, KwaZulu-Natal
02.2010 - 11.2013
Bcom Honours - Economics
UKZN (PMB Campus)
Pietermaritzburg, KwaZulu-Natal
02.2014 - 03.2015
ACI Certificate(Operations - Financial Markets
ACIFMA Education
Paris, France
02.2018 - 02.2018
ACI Dealing - Financial Markets
ACIFMA Education
Paris, France
05.2019 - 05.2019
Microsoft Office Specialist (Excel) - Excel
Udemy Academy
South Africa
04.2021 - 04.2021
CFA I - Financial Analyst
CFA Institute
Charlottesville
11.2021 - 03.2022
Accounting Science - Accounting
UNISA
Pretoria, Gauteng
02.2023 -
Financial Modeling and Valuation Analyst (FMVA) - Corporate Finance
Corporate Finance Institute
Vancouver, British Columbia
04.2001 -
Business Intelligence & Data Analyst (BIDA) - Business Intelligence & Data Analyst
Corporate Finance Intitute
Canada
2025
Skills
Data analysis
Financial Markets
Customer Service
Quality Service
Stakeholder Relationships
Continuous Improvement
Collaborative Relationships
Operational Processes
Key Relationships
Timeline
Accounting Science - Accounting
UNISA
02.2023 -
Settlements Specialist
Strate
05.2022 - Current
CFA I - Financial Analyst
CFA Institute
11.2021 - 03.2022
Microsoft Office Specialist (Excel) - Excel
Udemy Academy
04.2021 - 04.2021
Trading Support
Rand Merchant Bank
01.2021 - 05.2022
ACI Dealing - Financial Markets
ACIFMA Education
05.2019 - 05.2019
Reconciliation Officer
Rand Merchant Bank
02.2018 - 12.2020
ACI Certificate(Operations - Financial Markets
ACIFMA Education
02.2018 - 02.2018
Investment Analyst
Rand Merchant Bank
06.2016 - 01.2018
Bcom Honours - Economics
UKZN (PMB Campus)
02.2014 - 03.2015
Assistant financial analyst
KPMG
12.2010 - 02.2011
BCom Degree - Commerce
UKZN (PMB Campus)
02.2010 - 11.2013
High School Diploma - Commerce
Mathunjwa High School
02.2006 - 12.2009
Financial Modeling and Valuation Analyst (FMVA) - Corporate Finance
Corporate Finance Institute
04.2001 -
Business Intelligence & Data Analyst (BIDA) - Business Intelligence & Data Analyst