Portfolio Manager Assistant at Sanlam Private Wealth (2024-08 – Present)
- Proactively manage all client and intermediary queries and process their requests
- Prepare client investment review documents and meeting packs
- Manage portfolio cash positions
- Manage account opening and client onboarding
- Keep abreast with FICA and other relevant legislation
- Collate private placements with portfolio manager and clients
- Coordinate share transfers
- Collate corporate actions
- Manage client payments
- Co-ordinate client meetings
Credit and Securities Analyst at Sanlam Private Wealth (2021-03 – 2024-07)
- Management of lending book
- Assist in development and implementation of credit policy
- Develop and manage innovative dashboards / monitoring packs
- Mine, extract and convert data to value adding propositions
- Tracking portfolio performance
- Financial analysis
- Performing risk assessments
- Assist with accelerating the promotion of the credit product to our clients
- Assist with the implementation and development of credit systems
- Process the securities lending / lending book transactions
- Presentation and reporting to stakeholders
- Process re-engineering
- Client and process compliance
Offshore Trade Assistant at Sanlam Private Wealth (2018-05 – 2021-02)
- Track trends in offshore money and capital markets
- Monitoring, executing and reporting on global stock portfolios for investors
- Preparation of investment forms and instructions
- Capturing of transfer instructions
- Investor offshore portfolio reconciliations
- Trade reports debits and credits
- Bank reconciliations
- Capturing of international currency conversions
- Payments (local and global)
- Unit trust cash clearance
- Dividend allocations
- Equity and unit trust price checking and monitoring
- Investment contract note updates
- Updating trades
- Interface with offshore-related branch queries
Credit and Securities Analyst at Sanlam Private Wealth (2017-07 – 2018-04)
- Assist in development and implementation of credit policy
- Develop and manage innovative dashboards/monitoring packs
- Mine, extract and convert data to value adding propositions
- Assist with accelerating the promotion of the credit product to our clients
- Assist with the implementation of credit systems
- Process the securities lending / lending book transactions
- Presentation to stakeholders
- Process re-engineering
- Client and process compliance
