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CV, South African Based Equity Analyst Targeting The UK

I am currently available for work
Serial No: 19766

List top 5 skills: equity analysis, investments, microsoft office, portfolio management, trading
Short Bio:

I started my career in client services, moving into a more dynamic role which includes stockbroking, portfolio management, and equity analysis. My current role involves a full analysis of Large Cap South African Companies listed on the JSE/FTSE All Share Index. I am involved in the construction and analysis of Bespoke Portfolios as well as an Equity Only Fund.

Current location: 

Cape Town South Africa - View on map


South African

Preferred Sector of Employment: 

Banking Insurance and Financial Services, accounting and finance, Admin and Clerical

Spoken languages: 

Afrikaans, english

Locations I am interested in working:


Qualifications & Education

SAIFM Courses
Qualification Ethics, Introduction to Financial Markets, Equities, Derivatives
Proposed Period 2015

Qualification Regulatory Examination 5
Proposed Period 2015

CFA Institute
Qualification CFA Level 1 Candidate
Scheduled to write 14 December 2015

Qualification RE 1
Period January 2015

SAIFM Courses
Qualification JSE Traders Exam
Period November 2013


Institution Rhodes University
Period 2011
Qualification Postgraduate Diploma in Taxation

Subjects Income Taxation 2, Research Methodology, Advanced Taxation


Institution Rhodes University
Period 2007 – 2010
Qualification Bachelor of Commerce (BComm) Subjects Accounting

Income tax, Management Accounting & Finance


School South African College High School(SACS), Newlands,
Cape Town Qualification Senior certificate Period 2004-2006

Subjects English, Afrikaans, Accounting, Maths, Geography, Science

Career Summary

V&A Waterfront
Period July 2013 – Current

Equity Trader & Research Analyst
Tasks :GTC Derivatives

 Execute Equity, CFD, Future & FX trading orders effectively within acceptable risk parameters on behalf of clients.

 Effectively provide factual information about the products offered to clients via the trading platform.

 Assist clients in the account opening process

 Teach clients on how to use the Saxo trading system and how to setup their screens.

 Sell the concept of the Saxo trading system to the inquiring client.

 Provide support to all clients

 Develop & maintain the trading client base

 Assist with maintaining and keeping up to date with client records in line with the FICA requirements of the FSB.

 Currently busy with the development and research (Via Bloomberg) of investment products

 Company Valuations (Relative Fundamental Analysis)

 Working on Zephyr Style Advisor to produce fund fact sheets.

 Assisting the Portfolio Manager with portfolio construction, research, portfolio rebalancing via IRESS Portfolio Manager.

Tasks:GTC Securities

 Buying and selling of shares via the Hermes Trading System for Local Asset Managers.

 Placing bookovers, late trades.

 Conducting research for new investment products

Institution Netto Invest (Pinelands)
Period February 2012 – July 2013

Position Central Services Administrator


 Submitting applications

 Updating client Portfolios

 Updating client financial models

 Following up with companies regarding applications.

 Taking clients through workshops

 Liaising with clients

 Running quote packages for risk applications.

Institution Rhodes University (Grahamstown, Eastern Cape)
Period 21 February 2011- 6 October 2011

Position Taxation Tutor


 Presenting taxation to third year students

 Marking test scripts

 Dealing Queries

Institution OMD Media (Bryanston, Gauteng)
Period 30 June 2010 – 30 July 201


 Data Capture

 Reviewing Tax Returns



 Proficient speaking, writing and reading in English

 Can understand, speak, read and write