Jonathan Brummer Cfa, Cfp®

Jonathan Brummer Cfa, Cfp® Email and Phone Number

Financial Planner and Portfolio Manager @ Rexsolom Invest
Johannesburg, GP, ZA
Jonathan Brummer Cfa, Cfp®'s Location
City of Johannesburg, Gauteng, South Africa, South Africa
Jonathan Brummer Cfa, Cfp®'s Contact Details

Jonathan Brummer Cfa, Cfp® work email

Jonathan Brummer Cfa, Cfp® personal email

n/a
About Jonathan Brummer Cfa, Cfp®

As Senior Consultant, my responsibilities include portfolio construction, manager research, tactical asset allocation and derivative strategies for large institutional asset owners, including retirement funds, medical aid schemes, and endowments. I currently manage the investment strategy for approximately R90bn in institutional assets.My current interests related to ML/AI and big data applications in investment management. I've recently obtained the CFA Data Science for Investment Professionals Certificate.Prior experience includes developing client value propositions and advising retail and institutional clients for over a decade. This includes research, strategy, design and implementation of CVP, financial planning tools, robo advice, CRM and investment administration platforms.I have an in-depth understanding of investment advice and financial planning in retail and institutional contexts. I am confident presenting on a range of topics.

Jonathan Brummer Cfa, Cfp®'s Current Company Details
Rexsolom Invest

Rexsolom Invest

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Financial Planner and Portfolio Manager
Johannesburg, GP, ZA
Website:
rexsolom.co.za
Employees:
4
Jonathan Brummer Cfa, Cfp® Work Experience Details
  • Rexsolom Invest
    Financial Planner And Portfolio Manager
    Rexsolom Invest
    Johannesburg, Gp, Za
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  • Riscura
    Senior Consultant
    Riscura Jan 2020 - Present
    Johannesburg Metropolitan Area
    - Asset Consultant to large Pension Funds and Medical Schemes totalling R80bn in assets - Determining the optimal strategic asset allocation based on a liability driven investment approach- Portfolio construction and manager allocation across asset classes, including mandate negotiation - Tactical asset allocation including hedging strategies through the use of derivatives
    View
  • Momentum Financial Planning
    Senior Financial Planning Specialist
    Momentum Financial Planning Jul 2019 - Dec 2019
    Centurion, Gauteng, South Africa
    - Develop the advice and client value proposition across financial planning disciplines- Research, compile and implement advice houseviews- Strategic guidance on design of financial planning technology solutions- Present thought leadership content at internal conferences
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  • Momentum
    Head: Platform Design, Capabilities And Integration
    Momentum Nov 2017 - Jun 2019
    Centurion
    - Responsible for the design of investment platform capabilities, local and international competitor research as well as improving platform competitiveness and efficiency- Contributed to the platform client value proposition development- Implemented a way of work that allows us to become more attuned and responsive to client demands as well as reducing turnaround time for feature implementation- Embedded API thinking, opening up opportunities for B2B integration with CRM software providers, DFMs and more
    View
  • Pps Financial Planning
    Head: Financial Planning Best Practice
    Pps Financial Planning Jan 2017 - Oct 2017
    Johannesburg Area, South Africa
    - Responsible for the development of the client advice value proposition (CVP) for PPS Financial Planning- Designed and implemented Robo Advice tool and process- Defined and developed the Advice Philosophy and Process including a new goal discovery process and tool- Aligned and industrialised the Advice Process across multiple internal channels- Implemented a single advice and CRM software across the business- Developed and implemented advice houseviews to ensure consistent client outcomes across all financial planners and channels- Led a team of specialist Advice Analysts across Risk, Investment and Fiduciary functions
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  • Old Mutual Wealth
    Advice Architect
    Old Mutual Wealth Aug 2010 - Dec 2016
    Johannesburg Area, South Africa
    - Owned and designed the proprietary Acsis lifestyle financial planning tool - a detailed, holistic, cashflow-based planning tool- Developed advice houseviews on investment topics including phasing in, safe drawdown rates, investment vehicles and more- Quantitative research (Monte Carlo simulation) on safe drawdown rates leading the development of a probability based retirement income tool- Consistently rated as one of the top presenters at conferences- Designed the UX and cashflow modelling of the OMW Wealth Integrator - a web based, comprehensive cashflow-based planning tool- Designed, maintained and enhanced the OMW platform user interface and capabilities. This was used by tied and independent financial planners- Developed the client value proposition (CVP) for Old Mutual Wealth
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  • Acsis Ltd
    Institutional Asset Consultant
    Acsis Ltd Jun 2009 - Jul 2010
    Johannesburg Area, South Africa
    - Consulted to a portfolio of employer funds including investment strategy development, performance reporting and member education- Instrumental in simplifying our reporting to be more understandable by pension fund members
  • Fnb South Africa
    Analyst
    Fnb South Africa Jan 2007 - May 2009
    Johannesburg Area, South Africa
    Variety of roles across the business including Retail Banking, International Banking, Investment Product House and First Rand Bank India (start-up)
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Jonathan Brummer Cfa, Cfp® Skills

Microsoft Office Microsoft Excel Microsoft Word Powerpoint Customer Service Research Outlook English Windows Teaching Analysis Business Analysis Risk Management Strategy Investments Investment Strategies Financial Services Wealth Management Financial Planning Business Strategy Banking Portfolio Management Financial Risk

Jonathan Brummer Cfa, Cfp® Education Details

Frequently Asked Questions about Jonathan Brummer Cfa, Cfp®

What company does Jonathan Brummer Cfa, Cfp® work for?

Jonathan Brummer Cfa, Cfp® works for Rexsolom Invest

What is Jonathan Brummer Cfa, Cfp®'s role at the current company?

Jonathan Brummer Cfa, Cfp®'s current role is Financial Planner and Portfolio Manager.

What is Jonathan Brummer Cfa, Cfp®'s email address?

Jonathan Brummer Cfa, Cfp®'s email address is jb****@****ura.com

What schools did Jonathan Brummer Cfa, Cfp® attend?

Jonathan Brummer Cfa, Cfp® attended Cfa Institute, Edhec Business School, University Of The Free State/universiteit Van Die Vrystaat, University Of Johannesburg, University Of Johannesburg, Gibs Business School (Gordon Institute Of Business Science), Financial Planning Institute, Results Coaching, Saifm.

What are some of Jonathan Brummer Cfa, Cfp®'s interests?

Jonathan Brummer Cfa, Cfp® has interest in Economic Empowerment, Education, Environment, Science And Technology, Health.

What skills is Jonathan Brummer Cfa, Cfp® known for?

Jonathan Brummer Cfa, Cfp® has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Customer Service, Research, Outlook, English, Windows, Teaching, Analysis, Business Analysis.

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