Deen Martin Email & Phone Number

Cape Town, Wc, Za

Cape Town, Western Cape, South Africa

Cape Town, South Africa

Leading team delivery on all tasks according to the prescribed standards focusing on Allan Gray Manco Unit Administration, LISP 3rd Party Administration and Offshore Administration. Equipping, leading and supporting a team of Investment Admin specialists to achieve exceptional results in line with Allan Gray’s 5 C’ principles and framework: Composition - how we are structured for success. Cohesion - how we derive energy and a sense of Belonging. Communication - how we… Show more Leading team delivery on all tasks according to the prescribed standards focusing on Allan Gray Manco Unit Administration, LISP 3rd Party Administration and Offshore Administration. Equipping, leading and supporting a team of Investment Admin specialists to achieve exceptional results in line with Allan Gray’s 5 C’ principles and framework: Composition - how we are structured for success. Cohesion - how we derive energy and a sense of Belonging. Communication - how we interact that ensures common understanding and alignment. Collaboration - how we create synergies. Consistency - how we operate that builds performance. Actively supporting, mentoring and coaching of existing and new staff. Fostering and maintaining a positive team culture. Leading the team Resource Management & Talent Acquisition and onboardingManaging the Performance and Talent processAnalysing errors and revising risk and control measuresExamining systems and staff efficienciesIdentifying automation opportunitiesEnsuring that workloads are cleared timeously in line with Allan Gray servicing standards Dealing with escalated queries or requests Show less

Cape Town

Part of a team that manages the specialist investment administration of several Allan Gray Unit Trust Funds. Through rigorous process control, the team monitors monetary flows; currency fluctuations; process bank transfers and report daily/weekly and monthly to a vast group of stakeholders on all aspects of the Funds. Internal Allan Gray Manco Unit Trust Daily preparation of net sales flows and net unit movement;Reporting of net creations and cancellation amounts;The… Show more Part of a team that manages the specialist investment administration of several Allan Gray Unit Trust Funds. Through rigorous process control, the team monitors monetary flows; currency fluctuations; process bank transfers and report daily/weekly and monthly to a vast group of stakeholders on all aspects of the Funds. Internal Allan Gray Manco Unit Trust Daily preparation of net sales flows and net unit movement;Reporting of net creations and cancellation amounts;The reporting on the funds prices daily; and Processing of monthly income distributions. LISP (Linked Products) 3rd Party Unit TrustDaily/weekly and monthly reporting and distribution of information;Actioning of bulk orders and transfer instructions to market.Generation of daily bank transfers to 3rd party Fund Providers. Reconciliation of any income declaration & control mismatchesOffshore Unit Trust The processing, authorization and maintenance of daily exchange rates which allows for the currency conversion report generation for all investment subscriptions;Prepare and confirm all bulk orders, Generate a monthly broker commission reports, liaise closely with the Finance Team in ensuring that correct payment across all currencies is applied. Working closely with the Offshore administration department in ensuring the Fund is controlled and administrated within all control parameters. Confirming and checking fund and currency holidays are maintained across out platform.Fund Provider Maintenance Ensuring any fund name changes, pricing frequency and fund additions are applied to the platform.Dealing with Special Distributions for mergers and amalgamations where onboarding and offboarding are applicable. Show less

Cape Town Area, South Africa

Collaborating with a large team and numerous stakeholders, as an IFA Administrator I was accountable for IFA related data which included but not limited to: the reconciliation of offshore and local broker fee payments; adding of new contracts; amendment details; transferring of clients; ensuring meticulous attention to data integrity and swift problem resolution. With a cross functional approach to continuous improvement, I identified trends in reported errors and instituted sustainable… Show more Collaborating with a large team and numerous stakeholders, as an IFA Administrator I was accountable for IFA related data which included but not limited to: the reconciliation of offshore and local broker fee payments; adding of new contracts; amendment details; transferring of clients; ensuring meticulous attention to data integrity and swift problem resolution. With a cross functional approach to continuous improvement, I identified trends in reported errors and instituted sustainable process solutions to mitigate future errors whilst also implementing tighter control measures within my role and the greater department. Show less

Cape Town Area, South Africa

Managing the merger of Metropolitan Odyssey and Metropolitan Life into a seamless process from a customer interaction perspective. Ensuring all customer data accessible on in-house systems and queries and concerns was addressed. The role similar in outputs to the Client Service Role in Metropolitan Odyssey, but scope and merger impacted on the complexity in delivering and exceeding the same objective of Customer Centricity.

Cape Town Area, South Africa

To attend to both Premium and Client Queries with above average technical knowledge of Life Products in line with normal business functioning. Responding to both written and verbal requests and liaising with various stakeholders to resolve where any areas of input was required. Product and process knowledge in different areas required with cross functional exposure.

Postgraddiploma In Financial Planning

Bachelor Of Commerce (B.Com.), General Management

Certificate In Wealth Management

Certificate Of Proficiency - Life Assurance

Diploma In Business Management

Education record

Activities and Societies: Volley Ball Athletics ( 200 m, High Jump )