Mongalo M.
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Mongalo M. Email & Phone Number

Portfolio Operations Analyst at MAZI ASSET MANAGEMENT Portfolio Administration | Operations Analyst | Investment Administrator | Client Services | at MAZI ASSET MANAGEMENT
Location: City Of Johannesburg, Gauteng, South Africa 5 work roles 3 schools
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Current company
Role
Portfolio Operations Analyst at MAZI ASSET MANAGEMENT Portfolio Administration | Operations Analyst | Investment Administrator | Client Services |
Location
City Of Johannesburg, Gauteng, South Africa
Company size

Who is Mongalo M.? Overview

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Quick answer

Mongalo M. is listed as Portfolio Operations Analyst at MAZI ASSET MANAGEMENT Portfolio Administration | Operations Analyst | Investment Administrator | Client Services | at MAZI ASSET MANAGEMENT, a company with 23 employees, based in City Of Johannesburg, Gauteng, South Africa. AeroLeads shows a matched LinkedIn profile for Mongalo M..

Mongalo M. previously worked as Portfolio Operations Analyst at Mazi Asset Management and Trainee at Mazi Asset Management. Mongalo M. holds Bcom Hons: Finance Management, Finance And Financial Management Services from University Of South Africa/Universiteit Van Suid-Afrika.

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Email format at MAZI ASSET MANAGEMENT

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MAZI ASSET MANAGEMENT

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Profile bio

About Mongalo M.

Detail-orientated individual, adept at making critical decisions, managing deadlines, and conducting team reviews. With expertise in analysis and quantitative problem-solving skills, dedicated to company growth and improvements.

Current workplace

Mongalo M.'s current company

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MAZI ASSET MANAGEMENT
Mazi Asset Management
Portfolio Operations Analyst at MAZI ASSET MANAGEMENT Portfolio Administration | Operations Analyst | Investment Administrator | Client Services |
sandton, gauteng, south africa
Website
Employees
23
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5 roles

Mongalo M. work experience

A career timeline built from the work history available for this profile.

Portfolio Operations Analyst

Current

Sandton

  • Daily reconciliation of investment accounting records to different sources.
  • Monthly reconciliation of unitization data to asset manager data.
  • Monthly client performance reporting.
  • Instruct trade transactions for settlement across different custodians and ensure that there are zero failed trades.
  • Instruct corporate actions across different custodians and ensure that they are processed on time.
  • Compile Quarterly Regulatory reporting (e.g. SARB Asset Allocation Reports)
Jun 2023 - Present

Trainee

South Africa

Mazi Asset Management was founded in 2006. It is an investment management firm that seeks to provide clients with consistent and high-impact returns. The firms culture seeks to embrace and cultivate diversity and adopts an unconventional approach to investment, an approach which embraces the diversity of thought, perspective and skills.My position at Mazi.

Apr 2022 - Jul 2023

Sales Executive

Johannesburg Area, South Africa

My position at Eiffel Corp was to identify education and training institutes as well as corporates, to find opportunities and solutions to build high quality digital environments for learning.I proposed solutions that will fit my clients. I would do presentations/demonstrations to clients so that they can have an idea of what I am proposing. Should they be.

Jan 2020 - Mar 2022

Sales Representative

Johannesburg Area, South Africa

My position at Eiffel Corp was to identify education and training institutes as well as corporates, to find opportunities and solutions to build high quality digital environments for learning.We assist institutions and organizations make more proactive data driven decisions allowing them to target, engage and retain the right students, foster student.

Jun 2019 - Jan 2020
Team & coworkers

Colleagues at MAZI ASSET MANAGEMENT

Other employees you can reach at mazi.co.za. View company contacts for 23 employees →

3 education records

Mongalo M. education

Certificate, 12

Wordsworth High School

Activities and Societies: Athletics

FAQ

Frequently asked questions about Mongalo M.

Quick answers generated from the profile data available on this page.

What company does Mongalo M. work for?

Mongalo M. works for MAZI ASSET MANAGEMENT.

What is Mongalo M.'s role at MAZI ASSET MANAGEMENT?

Mongalo M. is listed as Portfolio Operations Analyst at MAZI ASSET MANAGEMENT Portfolio Administration | Operations Analyst | Investment Administrator | Client Services | at MAZI ASSET MANAGEMENT.

Where is Mongalo M. based?

Mongalo M. is based in City Of Johannesburg, Gauteng, South Africa while working with MAZI ASSET MANAGEMENT.

What companies has Mongalo M. worked for?

Mongalo M. has worked for Mazi Asset Management, Eiffel Corp (Pty) Ltd, and University Of The Western Cape.

Who are Mongalo M.'s colleagues at MAZI ASSET MANAGEMENT?

Mongalo M.'s colleagues at MAZI ASSET MANAGEMENT include Francois Olivier, Slindile M., Charity Nwafor, Walter Rauch, and Nwabisa Meje.

How can I contact Mongalo M.?

You can use AeroLeads to view verified contact signals for Mongalo M. at MAZI ASSET MANAGEMENT, including work email, phone, and LinkedIn data when available.

What schools did Mongalo M. attend?

Mongalo M. holds Bcom Hons: Finance Management, Finance And Financial Management Services from University Of South Africa/Universiteit Van Suid-Afrika.

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