Mongalo M. Email & Phone Number

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)• Compile Quarterly Total Investment Costs (TIC) calculations for clients. • Assist with resolving queries and escalations related to activities performed by the Fund Accounting and Reporting team.• Assist in preparing other ad hoc queries/reports.• Acting as a point of escalation for complex client issues.• Perform user acceptance testing of enhancements and change requests on systems and applications used by the team as required.• Assist with FICA documents for clients and internal processes• Assist with KYC documents and due diligence reporting

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 Asset Management is to assist managers in respective departments to carry out their day-to-day tasks.I am exposed to the different aspects of the business and thus learning how to handle the tasks that need to be accomplished.I am currently learning how to research for my investment thesis, and compile a report on the research that I have found.Create a model for my investment thesis and will present my findings at the end of the program.

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 interested I would send out proposals to them, negotiate pricing if needs be and close the sale.We assist institutions and organizations make more proactive data driven decisions allowing them to target, engage and retain the right students, foster student success and effective training for instructors.We enhance learning and knowledge construction by applying design thinking to the way people learn.

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 success and effective training for instructors. We enhance learning and knowledge construction by applying design thinking to the way people learn.Founded in 1998, today Eiffel Corp is a company that leads in digital and blended learning development.

Cape Town Area, South Africa

Bcom Hons: Finance Management, Finance And Financial Management Services

Bachelor Of Commerce - Bcom, Economics And Finance

Activities and Societies: Young Investors Program, Pathway to Life

Certificate, 12

Activities and Societies: Athletics