Associate - Capital Surveillance
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Young professional with a significant interest in Investment Management.
I spend my spare time reading and listening to podcasts about famous investors, successful companies, great business models and innovative technologies.
Studied Investment Management at Stellenbosch University, subsequently graduating with honours in Financial Analysis. I'm currently working as an Associate within S&P Global's Capital Surveillance team servicing North-American software companies.
My favourite quote: “They evidently prefer to continue to prove in theory what is refuted in reality.” - Seth Klarman, Margin of Safety.
Summer intern at Innovation Wealth, Bellville
November 2018 — December 2018
● Assisted with research on JSE-listed companies.
● Gained insight into client wealth management.
● Sat in on board meetings with the goal of better understanding the required inputs to executive decision-making.
Business Analyst at BoSmart Group, Bellville
April 2022 — July 2022
● Conducted research on Alternative Finance Products in the UK Lending Market.
● Provided administrative support to a dental practice manager located on the Isle of Man.
● Researched dental practice sales multiples and UK private equity dental groups.
● Restructured the policy- and file management system of a dental practice.
● Ensured compliance with the UK's Care Quality Commission and its guidelines.
Associate at S&P Global, Claremont
August 2022 — Present
● Provided updates and insights into my book of clients' institutional shareholder base.
● Produced trading updates to clients with regards to major share price moves and volume activity.
● Recommended investors who's strategies fitted well with my client's fundamentals via investor targeting reports.
● Created a quarterly top 10 sector buyers report for our software clients based on public 13-F data.
● Analyzed weekly custodial data received from the Depository Trust Company to ascertain whether large shareholders where buying or selling my client's shares.
● Ran scheduled calls with investor relations teams and CFOs, highlighting new fund- and custodial data.
BCom Investment Management, University of Stellenbosch, Stellenbosch
February 2018 — December 2020
BCom (Hons) Financial Analysis, University of Stellenbosch, Stellenbosch
February 2021 — December 2021
