Kimberly Anie

Investment Analyst at Alexforbes and part-time Masters student seeking an opportunity within investments where I can apply both my experience and skills. I have gained exposure to the private markets space and have developed a keen interest in impact investing and sustainable development, technology and research. A driven professional committed to continuous learning and taking on new challenges.

Investment Analyst at Alexforbes (2024-02 – Present)

Started as an Intern supporting senior team members through investment analysis, due diligence and performance reporting. Currently an Investment Analyst in Private Markets, supporting quarterly performance reporting and the preparation of investment committee packs to inform decision-making.

• Writing commentaries and preparing fund fact sheet data
• Updating returns dashboards and portfolio monitoring
• Assisting with pipeline tracking and developing presentation materials for internal and external presentations
• Contributing to private markets ESG reporting and listed proxy voting
• Providing administrative support through minute-taking
• Demonstrating commitment to continuous learning through ongoing development initiatives and studies

Vacation Work Student at Ernst and Young (2019-07 – 2019-07)

Participated in the EY Business Experience Programme (BEP) where skills such as teamwork, collaboration, communication, and basic auditing skills were developed.

• Developing skills in teamwork, collaboration, and communication
• Learning basic auditing skills
• Learning more about EY and the services lines

Vacation Work Student at KPMG (2019-12 – 2019-12)

Shadowed an audit team on the year-end audit of a client and assisted with tasks relating to audit procedures.

• Assisting with audit procedures such as inquiry and confirmation with the client
• Taking minutes during meetings

Bachelor of Commerce (Honours) in Finance, Business Science – University of the Witwatersrand (2023-01 – 2023-12)

Bachelor of Commerce in Corporate Finance and Investment – University of the Witwatersrand (2021-01 – 2022-12)

Bachelor of Accounting Science in Accounting Science – University of the Witwatersrand (2018-01 – 2020-12)

National Senior Certificate (NSC) – Eunice High School (2015-01 – 2017-12)