Dedicated, with experience in achieving tangible results and cross-team collaboration. Proactive and excited to partner with like-minded individuals to achieve goals.
Overview
2
2
years of professional experience
Work History
Investement Client Services Consultant
Allan Gray
12.2022 - Current
Processing and validating all incoming instructions from Clients
and IFA's
Ensuring all incoming instructions are captured within the required
turnaround time to meet SLA
Attend to all financial and non-financial queries from clients, IFA'S
and potential clients.
Data Analyst
Burgiss
12.2021 - 11.2022
Junior data analyst (6 months)
Analyze and enter data points as per the financial statements in
order to calculate IRR and TVPI metrics.
These are calculated for the purpose of simplifying information for
clients to make investment decisions
Data Analyst 1
Assist senior analysts with auditing entered transactions
Worked on a client specific project
Mentored and shadowed new joiners
Assigned daily assignment on entering update to current quarters
transactions
Education
MASTER OF COMMERCE - FINANCE
University of the Western Cape
B.com (Hons) - Finance and Investments
University of the Western Cape
Skills
Working collaboratively with others
Resilience
Creative Problem solving and considered decision making
Curiosity and willingness to learn
Positive attitude and self confidence
Adaptability
Applied Learning
Communication
Customer Focus
Work Standards
Managing Work
Technical/Professional Knowledge and Skills
Accomplishments
Golden Key Member (top 15%) 2021 academic year
Timeline
Investement Client Services Consultant
Allan Gray
12.2022 - Current
Data Analyst
Burgiss
12.2021 - 11.2022
MASTER OF COMMERCE - FINANCE
University of the Western Cape
B.com (Hons) - Finance and Investments
University of the Western Cape
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