Functional Skills
Software Skills
Certifications
Sector Experience
Notable Clients
Experience
• Optimized the portfolio through structured funding arrangements and executed strategies to distribute credit risk using solutions such as repacks and CLNs to optimize portfolio risk profiles and mitigate potential exposures.
• Managed the entire lifecycle of investment deals, from and underwriting and credit analysis including the drafting of credit memorandums through to execution, ensuring comprehensive management of credit and market risks.
• Generated returns on capital in excess of 20% in line with bank mandate.
• Served as a non-executive member of the credit committee for Investec Wealth Management's flagship credit fund, contributing to high-level risk decision making of the fund.
● Ashburton Investments, FirstRand Group Johannesburg, South Africa A
• Managed private credit portfolios, including senior and leveraged loans, focusing on portfolio construction, mitigating credit risk and optimizing returns.
• Responsible for key client management of largest single discretionary portfolio in the firm.
• Led client engagements and portfolio presentations, effectively communicating strategies and performance to stakeholders and grew AUM from zero to $300m over five years.
• Demonstrated strong track record outperforming all benchmark returns over the life of the funds.
• Directed complex credit issues for fixed income mutual funds including leading discussions on distressed credit workouts.
• Member of the Credit, Fixed Income and Alternative Investments Management Committees overseeing firm AUM in excess of $1bn.
• Founded the capital markets division within a boutique advisory firm now contributing the majority of firm revenues.
• Pioneered industry first rental guarantee product in partnership with leading commercial insurance company.
• Received RMB award for best new business for originating and managing a portfolio of structured credit including cash and synthetic.
• Oversaw market risk across interest rate trading and structuring desks, ensuring compliance with risk management protocols.
• Nominated for RMB deal maker of the year 2005 for workout of legacy structured credit portfolio.