Tsebo Ramasodi
Asset Management Administrator
Johannesburg
Summary
Dynamic professional with four years of experience driving operational excellence and compliance in financial services. Expertise lies in managing fund documentation, executing trades, and enhancing financial reporting processes, all while fostering effective communication across cross-functional teams. Proficient in money market and Forex processing, showcasing strong analytical thinking and attention to detail. Committed to streamlining workflows and ensuring accuracy in all transactions, resulting in improved client experiences and operational efficiencies. Ready to leverage skills in a challenging new role.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
6
6
Certifications
Work History
Asset Management Administrator
Sasfin Wealth
03.2023 - Current
- Coordinated and managed the production and timely approval of fund and portfolio documentation.
- Implemented trade instructions while ensuring operational compliance with internal manuals.
- Reconciled daily cash accounts and supported month-end processes, including commission verification.
- Monitored and resolved compliance breaches in alignment with categorizations.
- Liaised with internal departments and external administration platforms to facilitate smooth fund operations.
- Created and maintained Minimum Disclosure Documents for distribution and sales teams.
Money Market & Forex Administrator
Sasfin Wealth
04.2022 - 02.2023
- Oversaw client instructions for money broking and Forex deposits/withdrawals.
- Processed journal entries while calculating monthly interest and commissions.
- Reconciled balances, updated pricing for structured products, and ensured accurate payment processing.
Money Broking Graduate
Sasfin Wealth
04.2021 - 03.2022
- Processed money broking transactions and maintained regulatory documentation.
- Assisted with client setup and FICA checks.
- Managed account balancing, reconciliations, and journal updates.
Education
Bachelor of Commerce - Accounting
University of The Witwatersrand
Johannesburg, South Africa 02.2017 - 11.2019
National Certificate - Wealth Management
Invuya Institue of Learning
Johannesburg, South Africa 04.2021 - 04.2022
Skills
Technical
- Fund & portfolio documentation
- Money market & Forex processing
- Trade execution & operational compliance
- Financial reconciliations & journal entries
- Trailer commission & interest calculations
- Microsoft Excel (Pivot Tables, Formulas)
- BDA System
- Microsoft Office Suite
- Python (basic)
- Excel data visualization
- Morningstar Direct
- Fundpeak
- NX Manager
- DMA
- MDD creation & financial invoicing
Soft
- Attention to detail
- Strong analytical thinking
- Process-oriented mindset
- Clear written and verbal communication
- Time management & task prioritization
- Cross-functional collaboration
- Problem-solving under pressure
- Adaptability in fast-paced environments
Certification
Capital Markets & Securities Analyst, Corporate Finance Institute, 2023
Timeline
Asset Management Administrator
Sasfin Wealth
03.2023 - Current
Money Market & Forex Administrator
Sasfin Wealth
04.2022 - 02.2023
National Certificate - Wealth Management
Invuya Institue of Learning
04.2021 - 04.2022
Money Broking Graduate
Sasfin Wealth
04.2021 - 03.2022
Bachelor of Commerce - Accounting
University of The Witwatersrand
02.2017 - 11.2019
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