- Manage R165 million in AUM as Co-portfolio manager for the Definitive Realfin Global Flexible Fund. - Delivered competitive performance since the fund was launched in March 2020. - Senior member of the team responsible for the design and implementation of the investment process. - Lead the team responsible for research and the identification of investable and actionable ideas.- Auxiliary responsibilities include: o Presenting house views on the economic outlook… Show more - Manage R165 million in AUM as Co-portfolio manager for the Definitive Realfin Global Flexible Fund. - Delivered competitive performance since the fund was launched in March 2020. - Senior member of the team responsible for the design and implementation of the investment process. - Lead the team responsible for research and the identification of investable and actionable ideas.- Auxiliary responsibilities include: o Presenting house views on the economic outlook, positioning and portfolio construction to key clients. o Pitching for fund assets to both institutional and high net-worth investors. o Trading and implementation, written client communications, report writing. Show less

- Performed in-depth research and analysis on a variety of investable assets, including equities and fixed income, resulting in several successful investment recommendations.- Conducted thorough analysis of ETFs and identified various high-performing investments, resulting in positive attribution to portfolio returns.- Produced well-written client communications and reports to communicate investment strategies and recommendations.- Executed trades and implemented investment… Show more - Performed in-depth research and analysis on a variety of investable assets, including equities and fixed income, resulting in several successful investment recommendations.- Conducted thorough analysis of ETFs and identified various high-performing investments, resulting in positive attribution to portfolio returns.- Produced well-written client communications and reports to communicate investment strategies and recommendations.- Executed trades and implemented investment decisions to ensure optimal portfolio performance. Show less

Facilitate learning and serve as a guide and coach to assist the student in becoming a successful independent learner. The purpose of tutoring was to increase and enhance mastery of concepts or applications of finance courses & integrate effective study and learning strategies to maximize the students’ potential for academic success.I tutored both Finance 2A and 2B throughout the year. Finance 2A focused on giving students a thorough grounding in equity valuation, portfolio theory… Show more Facilitate learning and serve as a guide and coach to assist the student in becoming a successful independent learner. The purpose of tutoring was to increase and enhance mastery of concepts or applications of finance courses & integrate effective study and learning strategies to maximize the students’ potential for academic success.I tutored both Finance 2A and 2B throughout the year. Finance 2A focused on giving students a thorough grounding in equity valuation, portfolio theory and investment ethics. Finance 2B covered Fixed Income Securities, Derivatives and Financial Risk Management, and International Finance. Show less

Mathematics: Grades 1-12Mathematics Literacy: Grades 10-12

Exposed to equity analysis, unit trusts and portfolio management.Equity product training.Actuarial exposure and portfolio building.