Stewart Morgan
Normandy Village
Summary
Detail-oriented team leader with extensive experience in financial management and operations. Proven ability to enhance processes, manage teams, and deliver results in high-pressure environments. Committed to fostering positive relationships and driving team performance.
Overview
2
2
years of professional experience
9
9
years of post-secondary education
Work History
Team Leader Operational Compliance
Allan Gray Limited
03.2023 - Current
- Identifying fraudulent behaviour through analysing and refining existing reports/ creating new reports
- Supporting our compliance team with ad-hoc investigations
- Respond to audit requirements
- House our FICA and FATCA responsibilities and co-ordinate/ manage projects to manage the data
- To co-ordinate and manage projects
- Be involved in system enhancements and developments
- Develop deep understanding of system and retail processes and procedures
- Assist with queries/provide knowledge support where required
- Implement controls to mitigate processing risk, particularly associated with error corrections, exception reporting and data integrities
- To document all processes, procedures and controls and ensure material is continually updated as relates the work function
- Specification of new reporting requirements relating to data integrity issues
- To prepare management reports centred around data integrity as required from time to time
- To identify any training requirements.
Team Leader
Allan Gray Limited
6 2006 - 03.2023
- Managed and corrected errors efficiently and accurately
- Planned and organized team activities based on management objectives
- Fostered positive relationships across retail department teams
- Supervised daily activities, performance management, and staff training
- Reported on turnaround times, error rates, and exception reporting
- Documented procedures to mitigate processing risks
- Prepared daily management reports and managed ad hoc projects
- Ensured timely processing of daily transactions and client follow-ups.
Education
B.Com (Financial Management) -
University of South Africa (UNISA)
01.2002 - 12.2008
Matriculation - undefined
Bergvliet High School
Management Principles -
Varsity College
01.2001 - 12.2002
Skills
Financial Management
Team Leadership
Performance Management
Process Improvement
Client Relationship Management
Reporting and Documentation
Leadershipprogramme
- Allan Gray Leadership Programme, 01/01/2009, 12/31/2011
- Retail Operations Top Team Leader, 01/01/2011, 12/31/2011
References
Available upon request
Availability
2 Month
Timeline
Team Leader Operational Compliance
Allan Gray Limited
03.2023 - Current
B.Com (Financial Management) -
University of South Africa (UNISA)
01.2002 - 12.2008
Management Principles -
Varsity College
01.2001 - 12.2002
Team Leader
Allan Gray Limited
6 2006 - 03.2023
Matriculation - undefined
Bergvliet High School
Similar Profiles
Mbongeni MadelaMbongeni Madela
Senior Risk Analyst at Allan Gray Proprietary LimitedSenior Risk Analyst at Allan Gray Proprietary Limited
Mbongeni MadelaMbongeni Madela
Risk Analyst at Allan Gray Proprietary LimitedRisk Analyst at Allan Gray Proprietary Limited
Sibabalo LuqhideSibabalo Luqhide
Software Developer at Allan Gray Proprietary LimitedSoftware Developer at Allan Gray Proprietary Limited