Ross Fitzcharles Email & Phone Number

Johannesburg, GP, ZA

Sandton

Preferental is an easy to use property management platform that guarantees your rent.

Woodmead

• Ross contributes to the formulation and implementation of Deloitte SA’s Insurance & Investment Management (IM) industry strategy. He actively identifies, design and implements business solutions that’s aligned to.
• Designing and implementing a target operating model for a digital bank
• Building a digital wealth platform based on leading enablers for a large global bank
• Technology analysis and transformation proposal for one of the biggest investment administration companies in SA
• Managing teams to ensure alignment, collaboration and successful implementation
• Co-designed an instrument classification solution for Deloitte’s global customer base, and successfully led the product launch & marketing strategy

Sandton

As a process engineer I was responsible for improving the client reporting, operational, investments and finance business processes within Momentum Asset Management. I specialized in process optimization and creating innovative solutions for improved business processes.

Sandton

• Servicing the group client (worth R140billion):
• The group client mainly consists of: Momentum Retail, Metropolitan Retail, Momentum Wealth, Balance Sheet Management (BSM), Momentum EB, Metropolitan International (Namibia, Swaziland, Botswana and Lesotho)
• Building strategic relationships with local & international service providers to increase operational efficiency
• Led the consolidation of 136 different asset class portfolios on our admin and unitisation systems. Streamlining our investment functions and optimising the value chain for Asset Management
• Consulting with client and senior management on a regular basis to improve on our service delivery and streamlining our investment capabilities
• Attended the quarterly Investment & Performance Committees and negotiated/advised clients regarding new investment opportunities, changes in regulation, portfolio asset allocations, etc.

Sandton

• Exceptional understanding of the operational and administrative capabilities of an Asset Management Company
• Implemented a new pricing methodology which improved accuracy of speed of execution
• Optimised and automated various processes; limiting reputational and financial risk
• Constantly delivered under extensive pressure with market deadlines
• Automated multiple regulatory reports that improved the accuracy and timeliness of delivery in reporting cyclesI gained extensive experience in collective investments, life products, instrument valuations, mutual fund.

B.Com (Honours) Risk Management

Subjects: Investment Management, Portfolio Management, Asset Pricing Models, Equity Derivatives, Macro Economics, Basel 2, Sarbanes Oxley.

B.Com, Risk Management

Subjects: Financial Risk Management, Portfolio Management, Economics, International Trade, Financial Reporting In 2007 I assisted the.

Additional Subjects

ITRISA Certificate in International Trade (2008 & 2007) Business Psychology (2007) - Additional