Professional Documents
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PROFILE SUMMARY
Qualified Chartered Accountant (2018)
CFA Level I Examination
Currently employed at Sygnia Asset Management in the role of Corporate Actions Specialist
Previously employed at Curo Fund Services in the role of Specialist: Corporate Actions where he worked
for over 2 years
Completed his SAICA articles at the Auditor General of South Africa as a Trainee Auditor
Has gained over 5 years’ experience working in corporate actions within the asset management/fund
services space
Should you require any further information, please contact Nolo Madumo on 0741 436 853
EDUCATION
BANKSETA
National Certificate: Financial Markets and Instruments (2018)
COURSES
ASISA Academy / University of Cape Town
Online UCT Collective Investments Schemes (2020)
Investment Management (Online Course) (2019)
QUALIFICATIONS
CFA Institute
CFA Level 1 Examination (2019)
EMPLOYMENT
SYGNIA GROUP (PTY) LTD, Cape Town, July 2019 – Current
Corporate Actions Specialist
Liaising with fund managers on the management of daily corporate actions on international and domestic
ETFs
Compiling and maintaining a list of upcoming corporate actions
Analysing the impact of corporate actions on funds and assessing the action required
Notifying fund managers of intended action
Submitting voluntary corporate action elections on the relevant online custody systems
Researching effects of corporate actions on the number of shares held
Assisting the pricing team in reconciling the performance of the fund to the performance of the reference
index should the performance be affected by corporate actions
Determine the effect on reference index of corporate action
Liaising with custodians to ensure accuracy of corporate actions
Preparing uploaded files for capturing corporate actions into the administration system
Assisting the admin team to clear unreconciled bank reconciliation items that could occur due to corporate
actions
Assisting the admin team to clear unreconciled scrip reconciliation items that could occur due to corporate
actions
By inviting this candidate for an interview, you are deemed to be accepting Jellybean Partner’s terms of business.
Ad hoc reporting where required
Performing and responding to daily controls and resolving all discrepancies
Reason for leaving: Seeking a new challenge that offers growth potential.
Reason for leaving: Offered an opportunity to build up the corporate actions team, processes, and systems
at Sygnia.
AUDITOR GENERAL OF SOUTH AFRICA, Cape Town, February 2014 – January 2017
Trainee Auditor
Planning:
o Obtain knowledge of the auditee
o Compile system descriptions, perform walk through test, perform test of controls
By inviting this candidate for an interview, you are deemed to be accepting Jellybean Partner’s terms of business.
o Compile sampling worksheet for the component
Executions:
o Execute audit procedures approved by ARD
o Audit of Annual Financial Statements of the Department
o Participate in weekly center meetings and take minutes
Reporting:
o Assist in compilation of the management letter
o Compile and issue exceptions report to clients
o Evaluate the client’s response to the exception reports and the management letters
o Compile progress reports on audit findings
Knowledge Transfers:
o On-the-job coaching of junior staff members
Admin:
o Providing input where the audit manager requires input such as planning of audits under her / his
control, budget, and other organisational reporting needs
By inviting this candidate for an interview, you are deemed to be accepting Jellybean Partner’s terms of business.