Siviwe Jeyi

Mergence Investment Managers

Business Development Analyst and Executive Assistant to the MD

• Project manage and coordinating the client due diligence, tender, and RFP applications process. Moreover, timeous response to client queries. • Responsible for qualitative and quantitative client analysis insights that provide recommendations for business development strategy and initiatives. • Administrative support in the annual budgeting process for the Managing Director • Responsible for providing market sizing, competitive benchmarking and product position research and presenting findings to the executive committee • Strategy support to the Head of Business Development to ensure business objectives are met • Provide sales and client management support, which includes attending client meetings, report backs, pitches and client entertainment, attending all tender briefings and lead generation cold calls, pipeline management • Formulating and operationalising the retail distribution strategy • Establishing and leading the project team responsible for the execution of the retail strategy

Momentum Wealth

Investment Platform Solutions Analyst

• Provide effective support to the Wealth Management Value Chain in driving and coordinating strategic business outcomes and initiatives. • Produce qualitative and quantitative insights that provide recommendations and thought leadership input for new and existing products. • Responsible for integrating research findings into the solution design process followed by product owners to provide insights to the Wealth Management value chain. • Responsible for conducting a thorough analysis of proposed technology solutions using investigative and information gathering skills to highlight the impact of solutions on business processes and systems • Assist product owners in designing fit-for-purpose processes, technology solutions, and digital and platform capabilities that deliver on the business objectives.

Momentum Wealth

Personal Share Portfolio Administrator

• Responsible for administering all PSP trade instructions correctly and timeously, exceeding client expectations. • Complete all PSP month-end processes, e.g. DWT calculations on 5000 client portfolios. • Responsible for coordinating effective communication between service, operations, platform, implementation, legal, marketing and product teams to ensure issues are successfully addressed

Degree

University of the Witwatersrand

Postgraduate diploma in Business Administration

Yes

Masters

University of the Witwatersrand

Master of Commerce in Economics

Yes

Honours

University of Johannesburg

BcomHons in Economics

Yes