Functional Skills

Risk Management
Financial Modeling
Investment Banking

Software Skills

Microsoft Excel
Bloomberg
Python

Certifications

CFAChartered Financial Analyst
FRMFinancial Risk Manager

Sector Experience

Financial Services

Notable Clients

Ellerbrook Energie
RichBrook Advisors

Experience

Investec Finance
Senior Portfolio Manager, Multi Sector bank proprietary credit portfolio
5/2018 - 2/2024
• Sourced investment opportunities for a $2bn portfolio consisting of US and European investment grade corporates and financials, sovereign and emerging market corporates and structured credit to complement bank lending book.
• 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

Ashburton Investments, FirstRand Group Finance
Head of Credit Portfolio Management
11/2012 - 4/2018
• Launched a series of private debt funds and developed the credit governance process across the fixed income business. Recruited and mentored team of six analysts.
• 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.

DG Capital, Etana Insurance, CS Consulting Finance
Entrepreneur and Consultant
4/2009 - 8/2012
• Provided consulting services including financial modelling for various projects and FX risk management strategies, offering tailored solutions to enhance clients' risk profiles.
• 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.

Rand Merchant Bank, FirstRand Group Finance
Credit Portfolio Manager
1/2001 - 3/2009
• Managed two high-yield bond CDOs totaling $1bn with a focus on risk assessment, deal covenant compliance and trade execution.
• 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.