Michael Percy Email & Phone Number
@allangray.co.za
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Who is Michael Percy? Overview
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Michael Percy is listed as Head of Compliance at Prescient, a with 369 employees, based in City of Cape Town, Western Cape, South Africa. AeroLeads shows a work email signal at allangray.co.za and a matched LinkedIn profile for Michael Percy.
Michael Percy previously worked as Manager | Investment Compliance and Collective Investment Schemes at Allan Gray Proprietary Limited and Compliance Manager at Allan Gray Proprietary Limited. Michael Percy holds Bachelor Of Commerce (Bcom) Honours, Financial Analysis And Portfolio Management, Honours from University Of Cape Town.
Email format at Prescient
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About Michael Percy
Accountable for Allan Gray’s Investment Compliance function, playing a dual first- and second-line role. Responsible for identifying, analysing and managing compliance and investment risk across group-wide local and foreign client portfolios. Assist the business in navigating investment and regulatory restrictions through interpreting and monitoring legislation, and operationalising all client, regulatory and internal investment restrictions for all Allan Gray Group clients, predominately through Charles River IMS (CRIMS). Strategically lead a team, and support Compliance function.University of Cape Town graduate (Honours degrees in Economics [2009] and Financial Analysis & Portfolio Management [2019]). 14 years retail and institutional experience in asset management industry.
Listed skills include Investments, Crm, Business Analysis, Consulting, and 20 others.
Michael Percy's current company
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Michael Percy work experience
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Manager | Investment Compliance And Collective Investment Schemes
Compliance Manager
Accountable for Allan Gray’s Investment Compliance function, playing a dual first- and second-line role. Responsible for identifying, analysing and managing compliance and investment risk across group-wide local and foreign client portfolios. Assist the business in navigating investment and regulatory restrictions through interpreting and monitoring legislation, and operationalising all client, regulatory and internal investment restrictions for all Allan Gray Group clients, predominately through Charles River IMS (CRIMS). Strategically lead a team, and support Compliance function,
Senior Business Analyst And Compliance Officer
• Daily breach monitoring and reporting• Rule coding and instrument maintenance• Post-trade and Pre-trade advice and support on permissible investments and applicable limits• Highly skilled in StatPro Compliance and Charles River IMS Systems (rule building, coding and analysis)• Statutory reporting to internal and external stakeholders and committeesInstrumental in 18-month project to transition from StatPro to Charles River IMS (completed July 2020)
Client Relationship Manager
• Managing escalated financial and administrative errors and complaints• Detailed performance and financial cost to backdate calculations on investment accounts• Trend analysis and service failure reporting• Provide reactive and proactive servicing to all clients• Optimal service recovery and client retention• Market drives and ad-hoc projects/campaigns• Training and presentations to business
Consultant
• Client consultation and relationship management - emphasis on building maintaining strong relationships and understanding client needs• Fund and product specialist - providing in-depth product and fund presentations • Analytics - proposing solutions to senior management on new process and service opportunities to clients• Adaptive and perceptive to the uniqueness of individual clients and their personal requirements
Michael Percy education
Bachelor Of Commerce (Bcom) Honours, Financial Analysis And Portfolio Management, Honours
Bachelor Of Commerce (Bcom) Honours, Economics, Honours
Bachelor Of Commerce (Bcom), Economics
Ieb Matric Endorsement
Cfp Law (Postgraduate Diploma), Law
Frequently asked questions about Michael Percy
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What company does Michael Percy work for?
Michael Percy works for Prescient.
What is Michael Percy's role at Prescient?
Michael Percy is listed as Head of Compliance at Prescient.
What is Michael Percy's email address?
AeroLeads has found 1 work email signal at @allangray.co.za for Michael Percy at Prescient.
Where is Michael Percy based?
Michael Percy is based in City of Cape Town, Western Cape, South Africa while working with Prescient.
What companies has Michael Percy worked for?
Michael Percy has worked for Prescient, Allan Gray Proprietary Limited, and Allan Gray.
How can I contact Michael Percy?
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What schools did Michael Percy attend?
Michael Percy holds Bachelor Of Commerce (Bcom) Honours, Financial Analysis And Portfolio Management, Honours from University Of Cape Town.
What skills is Michael Percy known for?
Michael Percy is listed with skills including Investments, Crm, Business Analysis, Consulting, Business Development, Finance, Management, and Financial Services.
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