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Dharmesh Lalla is listed as . at Sanlam Investments, a company with 557 employees, based in City Of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Dharmesh Lalla.
Dharmesh Lalla previously worked as Investment Management & Financial Accountant at Sanlam Investments and Fund Accountant at State Street. Dharmesh Lalla holds Certificate Of Financial Markets from Academy Of Financial Markets.
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Well-rounded experience in the different sectors of financial services such as unit trust funds, asset management, pension funds, and medical aid funds. Knowledge and experience in asset management finance and operational control. An inspired business-minded professional with an aptitude for critical thinking and problem-solving. Has developed strategic analysis and provided consulting solutions skills through the implementation of various business projects. Highly resourceful and able to navigate detail.PRODUCT KNOWLEDGEThrough my studies and experience in pricing, valuation and compliance, I have a good understanding and knowledge of various products including shares, bonds, Unit Trusts, Hedge Funds, derivative instruments and Alternative investments (private equity funds). My knowledge of these products is rooted from my exposure to auditing funds during my articles/training, in my role as a fund accountant and pricing analyst in analysing portfolio performance and instruction management, and analysing the impact of fund performances on fees earned by the MANCO in my current role.COMMERCIAL SKILLS• Strategic financial & management reporting Stakeholder Management• Implementation of automation strategies• Designing and implement effective processes • Project management & deliverable management• Admin & operational management • Client servicing• Outsource administration• Budgeting & forecasting• IFRS• Strategic Analysis & cost analysis• Taxation• Valuations of Instruments& Portfolio pricing• Financial Control• Risk and compliance management• Communications
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Tygervalley
OVERVIEWMy current role involves monthly financial and management reporting to the executive of the Collective Investments Schemes. Reporting provided includes profitability analysis against budget and forecasting for the year. Prepare and compile the monthly financial management information, scorecards, analytics to the SCI business and investment.
Cape Town Area, South Africa
OVERVIEWDaily pricing performance review of unitized life & pension funds and segregated portfolios. Reported to the Fund Accounting Manager.RESPONSIBILITIES- Daily fund attribution analysis against benchmark performance and investigation of significant deviations.- Review and analysis of all security pricing information for accuracy and completeness.
Cape Town Area, South Africa
OVERVIEWPreparation of financial statements and income tax returns for dormant entities as part of their deregistrations.
Cape Town Area, South Africa
OVERVIEWAnnual Financial Statements and income tax returns for the 2007 financial year end audit for group subsidiaries as well as fixed asset revaluations.
London, United Kingdom
OVERVIEWLiaising and collection of long outstanding loans from various banks across Europe (Societe Generale, Credit Suisse, UBS).RESPONSIBILITIES- Cleaning up the ledger book by receipting cash received against debtors raised.- Assessing loan recoverability.- Recalculating interest on loans issued based on contract information and comparing to the loan.
Cape Town Area, South Africa
RESPONSIBILITIES- AFS for UT Funds- Completion of SARB returns for funds- Income tax NIL returns for Funds- Uploading of funds pricing information to Finswitch and Silica.
Cape Town Area, South Africa
RESPONSIBILITIES- Audit and attestation function for statutory AFS.- Exposure to financial institutions audits – Unit Trust funds, asset management, pension funds, medical aid schemes, short-term insurance and life assurance clients.- Planning, budgeting, risk analysis, designing audit procedures, evaluation and testing of controls, review, supervision and.
Other employees you can reach at sanlaminvestments.com. View company contacts for 557 employees →
Simphiwe Mthethwa
Colleague at Sanlam InvestmentsJohannesburg, Gauteng, South Africa, South Africa
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Chad Muller
Colleague at Sanlam InvestmentsCity Of Cape Town, Western Cape, South Africa, South Africa
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Chaz Antoncich
Colleague at Sanlam InvestmentsCape Town, Western Cape, South Africa, South Africa
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Zukisa Xotyeni
Colleague at Sanlam InvestmentsCity Of Cape Town, Western Cape, South Africa, South Africa
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Qondisa Ngxanga
Colleague at Sanlam InvestmentsCity Of Cape Town, Western Cape, South Africa, South Africa
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Thandekile Kunene
Colleague at Sanlam InvestmentsCity Of Johannesburg, Gauteng, South Africa, South Africa
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Mufalo M Kayama
Colleague at Sanlam InvestmentsNdola, Copperbelt Province, Zambia, Zambia
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Nkully Veyi
Colleague at Sanlam InvestmentsParow, Western Cape, South Africa, South Africa
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Guy Fletcher
Colleague at Sanlam InvestmentsCity Of Cape Town, Western Cape, South Africa, South Africa
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Bukelwa Manzi
Colleague at Sanlam InvestmentsSouth Africa, South Africa
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Quick answers generated from the profile data available on this page.
Dharmesh Lalla works for Sanlam Investments.
Dharmesh Lalla is listed as . at Sanlam Investments.
Dharmesh Lalla is based in City Of Cape Town, Western Cape, South Africa while working with Sanlam Investments.
Dharmesh Lalla has worked for Sanlam Investments, State Street, Catalyst Real Estate Financial Services, Metropolitan, and Goldman Sachs.
Dharmesh Lalla's colleagues at Sanlam Investments include Simphiwe Mthethwa, Chad Muller, Chaz Antoncich, Zukisa Xotyeni, and Qondisa Ngxanga.
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Dharmesh Lalla holds Certificate Of Financial Markets from Academy Of Financial Markets.
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