Rekha Bawa Email & Phone Number

Cape Town, Western Cape, South Africa

Proactively manage portfolios both local and global investment strategies for indexed investments, including ETF's, unit trusts, segregated vehicles, and derivatives to fulfill client mandates. Improve investment process, minimize errors, and enhance team productivity/efficiency. Monitor portfolio performance, analyze market trends, and evaluate factors impacting portfolio returns and tracking error. Collaborate with the index investment team to enhance product offerings and implement portfolio… Show more Proactively manage portfolios both local and global investment strategies for indexed investments, including ETF's, unit trusts, segregated vehicles, and derivatives to fulfill client mandates. Improve investment process, minimize errors, and enhance team productivity/efficiency. Monitor portfolio performance, analyze market trends, and evaluate factors impacting portfolio returns and tracking error. Collaborate with the index investment team to enhance product offerings and implement portfolio management strategies. Engage professionally with clients, service providers, and stakeholders for effective portfolio management and resolution of exceptions. Show less

South Africa

Portfolio Manager to 10 index equity portfolios, African funds and Co-Analyst to Factor Base portfolios with a total AUM of approx. ZAR 24bn Daily duties involve monitoring cash and derivative exposure on portfolios according to mandate & targets, Cash flows, security liquidity and active weights, portfolio liquidity, portfolio re-balancing, corporate action analysis, client activity; risk and performance monitoring - ensuring portfolios are positioned within investment parameters and… Show more Portfolio Manager to 10 index equity portfolios, African funds and Co-Analyst to Factor Base portfolios with a total AUM of approx. ZAR 24bn Daily duties involve monitoring cash and derivative exposure on portfolios according to mandate & targets, Cash flows, security liquidity and active weights, portfolio liquidity, portfolio re-balancing, corporate action analysis, client activity; risk and performance monitoring - ensuring portfolios are positioned within investment parameters and guidelines and track within performance expectations.Recognize and Implement further processes/checks to minimize any risk in trading and build templates to work efficiently.Improve operational and system knowledge, all within a collaborative environment and maintain 3rd party relationship to get the optimal results that is required for the investment process.(See Resume for detailed duties) Show less

Johannesburg Area, South Africa

Implementations to various Index tracking funds with an AUM approx. R30bn of South African Equity Index, Property and Fixed Income Funds as well as the rest of the world. Expertise in the MSCI and Russell FTSE/JSE indices. Managed ETF's that tracked the World, Emerging, Frontier and African markets. These portfolios included managing 20 different portfolios and markets. (For details see Resume)