Solely responsible for managing the HNW division of the firm and acted as the Head of HNW Clients at 10X Investments.Reported directly to the executive members on a weekly basis, regarding any developments with current and prospective HNW clients.Performed in-depth performance attribution analysis and portfolio comparison reports for all prospective HNW clients.Responsible for performing annual portfolio reviews per the client’s request and acted as the relationship manager for all HNW clients in Gauteng and KwaZulu Natal.Brought in over R250m of new assets during my time at the firm and saved the average client over R100,000 per year in fees.

Overseeing the end to end fiduciary investment policies and process including the monitoring and measurement of investment performance against benchmarks for various trusts, companies and mutual fund structures of high net worth clients.Daily involvement w.r.t the capturing and reviewing of transactions involving equities, derivatives, options and fixed income securities of client accounts and portfolios.Involved in all aspects of the financial accounting reporting functionalities of the client portfolios on a monthly, quarterly and annual basis.

Responsible for the monthly financial accounts of a group of private equity funds (Mauritian based funds AUM $833m) by reviewing and assessing the accuracy of the valuations placed thereon, reviewing quarterly performance reports and preparing annual financial statements. Facilitated quarterly board calls and presenting various financial reports at a director level, acting in the capacity as the on-island directors of private equity funds.Involved in all aspects of the due diligence process of new investors and new funds with regards to KYC, FATCA, CRS and the AML CFT Act.

Primarily responsible for the audit of an investment group of companies focusing on investments across multiple asset classes in Asia, Middle East and North Africa. Total capital commitments in excess of US$745 million across a range of open ended and closed-ended fund structures.Gained experience to a variety of fund structures, including exposure to fund of funds, master feeder structure funds and segregated portfolio companies.Acquired extensive working knowledge regarding equities, derivatives, options and fixed income securities.

Primarily responsible for the audit of AngloGold Ashanti Geita Gold Mine, situated in the Geita district, Tanzania.Prepared quarterly financial statements, identified financial risks and operational efficiency improvement opportunities.Analyzed and modeled financial data to draw conclusions and produce forecasts on a quarterly basis for the mine.Effectively communicated and collaborated cross-functionally across all mining divisions, regional and global offices.