• Responsible for global industry analysis and competitive positioning of equity funds with AuM > $8bn. Ranked 8000 global companies across 80 industry groups using 100+ metrics. Rebuilt one pillar of the mtx investment process “Competitive Positioning”. Introduced a data-driven approach, underpinned by theoretical frameworks, to identify industry leaders. • Contributed to 60% increase in AUM (raised $3bn) 2020-2022 for flagship EM equity fund by participating in client pitches and due diligence processes with global clients and investment consultants • Launched two new investment strategies - China A Leaders and Sustainability Champions, a SDG focussed fund. Carried out and presented research and analysis to support product launches • Strategic project lead for valuation methodologies (e.g. discount rate, fade rate) and scenario analysis (e.g. US elections) • Led a project, in collaboration with data engineers, to create a SQL database to support mtx quant work streams, including stock screens and portfolio management dashboards. 240hrs of team time saved by automating update processes • Led proposal and implementation of a new investment research and Portfolio Manager operating model to support rapid growth

• Research coverage responsibility, including modelling, valuation and recommendations for stocks with a combined market cap>$40bn across the cement, construction, paper & packaging, transport and diversified industrial industry groups in EEMEA • Received recognition as #1 rated team (Financial Mail) for SA diversified industrials, packaging and transport; top 5 rated team (Institutional Investor) for EEMEA building materials and construction. Received tier 1 votes from the largest GEM asset managers • Built relationships with global institutional investors, including Blackrock, ADIA, GIC, Schröders, Pictet etc. In addition to publishing regular research reports , frequently travelled on local and international marketing roadshows

• Collaborate with various stakeholders to streamline risk reporting processes • Improve and create risk governance and steering documentation for internal use and external review

• Portfolio Management Program curriculum development and course organisation • Teaching assistance and student mentorship

• Responsible for a local currency fixed income portfolio • Monitoring of currency and credit risk within fixed income allocation • Management of relationships with external fixed income investment managers • Responsible for sourcing and due diligence of global investment opportunities across asset classe

• Development and maintenance of quantitative models and scorecards • Responsible for thematic research reports • Management of relationships with institutional investors both locally and offshore • Research collaboration with equity analysts and economists