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Work Background
Old Mutual Specialised FinanceSenior Consultant
Feb. 2022South Africa
Curo Fund ServicesBusiness Unit Head: New Business Development
Dec. 2015 - Oct. 2019Cape Town Area, South AfricaResearch and identify customised solutions and new business opportunities to fulfil clients, including Boutique Asset Managers as well as Multi Managers, Pension Funds and Medical Aids, requirements. This includes growth areas, trend watching, client interaction to establish needs, and understanding their business to create holistic solutions for them. Research and development to create the ‘request for proposals for the company to begin projects. Report to the CEO as well as the Executive of Business Development and manage a team of specialists including New Business Manager, Transfer Agency Manager, Transfer Agency Specialist, and Manager of Marketing & Communications. Key Responsibilities • Build a client database and investigate the addition of a Transfer Agency to product offering for Asset Managers. • Create a pipeline and marketing of Curo by using personal ‘brand’ in the market. • Proactive engagement with existing and prospective clients through deep analysis and research to understand their business and partner with clients to deliver holistic solutions to their requirements. • Identify quick wins within the infrastructure to align with the clients’ unique infrastructure requirements. • Coach and mentor the line reporting staff as well as leadership in the business. • Recruit and train for the annual Grad Programme run alongside the business. • Drive sales as per budget requirements. • Complete the paperwork for ‘RFPs’ and set up a database of all ‘RFPs’ ready for implementation. • Lead the research and development of the business case for the Transfer Agency (TA) business within Curo through system analysis of tools to support the function, lead the recruitment of industry expertise to build a viable TA team, and encourage strategic engagement with target clients.
Curo Fund ServicesSenior Operations Manager
Jun. 2013 - Nov. 2015Cape Town Area, South AfricaEnsure the smooth running of the operations, responsible for processes, and continually update these to create a smooth-running company. Report the COO. Key Responsibilities • Daily oversight of the Trade Cycle across all Asset Classes, local and international Unit Trading. • As business owner, ensure streamlined solutions and address process documentation for training and efficiency. • The role constituted of 4 managers as direct reports and 65 indirect reports. • Managed the appraisals and KPIs of direct reports and the performance management of the interns/graduates. • Selection, as well as oversight, mentoring, and training of the annual 10 successful candidates. Key Achievements • Setup of a new area for small/medium Asset Management unit to offer middle-office functions to Asset Managers. • Conduct readiness training of the graduate recruits to be absorbed into the business.
MomentumHead of Investment Administration
Jun. 2010 - May. 2013Johannesburg Area, South AfricaMomentum offers a wide spectrum of investment services and solutions to both individual and institutional investors. The technology and processes ensure, not only improve the probability of delivering on investment promises, but also provide clients with innovative platforms, giving them complete oversight of their investments at all times. Mainly responsible for overseeing the daily functions of the locally and International Unit Trust Administration and Unit Trading, and coordinating the relationships with internal and external stakeholders. Report the Head of Investment Administration. Key Responsibilities • Manage 4 managers (Equity, Fixed Income, Derivatives, Unitisation Trading & International) and 40 indirect reports, and set bi-annual reviews and KPIs. • Oversee new administration system implementation due to RMB Asset Management and Metropolitan merger. • Streamline documentation process. • Ensure smooth relocation of Unit Trusts onto Fundamental and the administration ‘insourced’.
African AllianceDeputy Head of Operations
Sep. 2009 - Jun. 2010Mauritius/BotswanaAfrican Alliance is an investment banking group operating in Africa, providing local and on-the-ground investment banking services across the African continent. Mainly responsible for moving the administration, pricing functions, and transfer agency, from Botswana and setting up offices in Mauritius, training the new team and the optimisation of processes and functions across African countries. Report to Head of Operations and COO and manage staff in all major African markets. Key responsibilities • Daily Unit Trust Processing oversight – ensuring that all processing is done accurately and timely. • Daily Pricing oversight – ensuring that prices are accurate and timely. • Project Management – Ensure that projects delivered on time and within budget. • Completed moving the Investment Administration and pricing (unitisation) from Botswana to Mauritius. • Staff training and management. • Administration from Botswana to Mauritius globally as well as in all the major African Markets. • Ensure Operational Efficiency. • System enhancements to improve efficiencies. • Workflow and business process improvements. • Marketing of Operations’ functions.
Sygnia Asset ManagementDirector
Nov. 2006 - Dec. 2008Cape Town Area, South Africa• Responsible for Administration processes • Management of Administrative staff • The liaison with the banks, external • Asset managers, clients and brokers: • Oversee the daily reporting / processing of contributions and withdrawals / authorizations of payments, etc. • Foreign Investments - Monitoring of available capacity • Advising Fund Manager on capacity and status • Managing and controlling the mechanics for the foreign investment placements • Daily cash management exercise for placement of excess funds on call
African Harvest Ltd.Head of Administration
Dec. 2003 - Oct. 2006
Coronation Fund ManagersSenior Client Relationship Manager
Mar. 2002 - Nov. 2003Cape Town Area, South Africa
MaitlandClient Relationship Manager
Jun. 2000 - Feb. 2002Cape Town Area, South Africa
PSG Asset ManagementAssistant General Manager
Jan. 1998 - Apr. 2000Cape Town Area, South Africaformerly Appleton Fund Managers
Foord Asset ManagementPortfolio Administrator
Feb. 1991 - Dec. 1997Cape Town Area, South Africa
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