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Education

2016present

CFA Program

CFA Institute
  • CFA level 1 passed
  • CFA level 2 passed
20132014

Bachelor of Commerce (Honours) Post Graduate Major - Investment Management 

University of Pretoria
20102012

Bachelor of Commerce Major - Investment Management

University of Pretoria

Achievements:

  • Distinction in financial accounting
  • Average of 71%

20052009

National Senior Certificate

High School - Garsfontein

Achievements:

  • Top economics student award

Work History

Sept 16Present

Assistant Manager - Corporate Finance - Valuations & Business Modelling 

Deloitte South Africa

My responsibilities include the following:

  • Valuation for transaction advisory;
  • Indicative valuations;
  • Valuation reviews for financial reporting; 
  • Fairness opinions; and
  • Purchase price allocations

We use generally accepted valuation principles and methodologies such as the income (discounted cash flow models), market (trading and transaction multiples) and cost approach to perform the listed engagements above

Project execution support which often includes developing client deliverables and follow up to ensure timely project execution.

Preparing and ensuring the accuracy of financial models

Extensive analysis of a company’s financials, market position and competitive landscape when performing valuation analysis.  

I have worked with clients involved the the following industries:

  • Consumer & Industrial;
  • Financial Services;
  • Mining;
  • Private Equity;
  • Technology &Telecom; and
  • Oil & Gas.

Part of my responsibility is also assisting in the drafting of various client proposals which outline our offering, approach, capabilities and methodologies. 

Feb 2016Sept 2016

Buy-side 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.

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 finance industry is a constantly and rapidly changing environment, therefore flexibility and the ability to adapt are 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 

Computer Literacy

Proficient in:

  • Microsoft Word
  • Microsoft Excel (advanced)
  • Microsoft PowerPoint