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Summary

My best value proposition is that I bring intense passion and unquestionable motivation to any team I am part of. Placed on a results-oriented team, I perform and expect only the best of myself and others.

I am a driven, hard working individual, outside the box thinker and problem solver looking working for Deloitte in the Corporate Finance business unit.

Professional Objective and Aspirations

  • I believe life is a continuous learning curve therefore the need to further expand ones knowledge and education is crucial.
  • I would ultimately like to be a CFA charter holder, the program for which I am currently enrolled. 
  • The finance industry is a constantly and rapidly changing environment, therefore flexibility and the ability to adapt is essential qualities to possess.  

Personal Interests

Being afforded the opportunity to participate in various sports from a young age taught to me to live a well balanced life between academics, social life and sports. I quickly learned that time management is an integral part of our daily lives. 

I also enjoy the following:

  • Mountain biking
  • Trail Running
  • Golf 

Work History

Oct 16present

Consultant - Corporate Finance 

Deloitte South Africa

I am involved in the following valuation engagements as a team member, which include;

  • Valuation for M&A purposes
  • Indicative Valuations
  • Valuation reviews for financial reporting
  • Fairness Opinion

We also support the Audit service line with the following engagement nature;

  • IAS 36, Impairment testing
  • Discount rate review/determination (Weighted Average Cost of Capital)

In most cases our engagements require in depth sector, company and market research where I leverage of my knowledge gained as a equity analyst.

Our clients are private as well as listed public companies. I have exposure to clients in the following sectors;

  • Consumer&Industrial
  • Financial Services
  • Mining
  • Private Equity
  • Technology&Telecom
  • Oil&Gas 
Feb 2016Sept 2016

Equity Analyst

Capicraft Investment Partners
  • Analysis of potential investments, specifically equity as an asset class locally and internationally (UK, European and North American regions)
  • Valuation of equity investments through fundamental analysis and industry research
  • Developing a macro economic outlook to channel industry specific research - top down analysis
  • Assisting portfolio manager in portfolio construction, strategic and tactical allocations
  • Participation in investment committee debates
Jun 2013Feb 2016

Trader/Analyst

PSG Wealth
  • Institutional and retail equity dealing
  • Assisting in developing idea generation models with various financial metrics using market data software Bloomberg and S&P Capital IQ
  • Analysis of potential equity investments locally and offshore (European and North American region specifically)
  • Responsible for monthly fund commentary in fund fact sheets 
  • Compilation of monthly and weekly investment recommendation newsletters

Education

2016

CFA Program

CFA Institute
  • Level 1 examination passed in June 2016 and currently enrolled for
    the Level 2 examination in June 2017.
2013

B.Com Investment Management (Hons)

University of Pretoria
  • Research Report - Thesis
  • Equity Valuation/Fixed Income security valuation
  • Portfolio Management
  • Financial Management
20102012

B.Com Investment Management

University of Pretoria
  • Investment Management
  • Financial Accounting (distinction)
  • Financial Management
  • Economics
  • Taxation
  • Statistics
  • Business Ethics
  • Business Management
  • Informatics
  • Communication Management
  • Commercial Law
  • English Grammar

Weighted average of 70.88%

20052009

National Senior Certificate

Hoërskool Garsfontein
  • Afrikaans Home Language
  • English First Additional Language
  • Mathematics
  • Business Sciences (Distinction)
  • Accounting (Distinction)
  • Economics (Award for top student in Grade 12 in the school)
  • Life Orientation (Distinction)

Computer Literacy

Proficient in:

  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint


Basic knowledge of:

  • Bloomberg Terminal
  • S&P Capital IQ
  • Adobe Photoshop

Achievements

2013:

  • Head coach of Boekenhout Mens Residence's under 20 rugby team. My team reached the semi-finals of the Residence League at the University of Pretoria

2012:

  • Received a distinction in financial accounting

2010 - 2011:

  • Represented Boekenhout Mens Residence's first rugby team. We were the Residence League winners in 2011

2009:

  • Represented Hoërskool Garsfontein's first rugby team and received an invitation for Currie Cup side The Pumas 
  • Received the award for top economics student in grade 12

1998-2004:

  • Gauteng North Provincial wrestling colours
  • Played for the first rugby team of my Primary School
  • Played for the first cricket team in 2004