Open to opportunities

Amy-Jan Burgess

@amy-janburgess

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Experienced derivatives dealer and implementation specialist in fixed income and equities.

South Africa

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What I'm looking for

I seek a role in derivatives or fixed-income implementation where I can execute trades, improve post-trade processes, support portfolio managers, and grow in a collaborative, high-performance team.

I am an experienced derivatives dealer and implementation support specialist with deep knowledge of financial markets, particularly derivatives traded on SAFEX and JSE, and hands-on experience across execution, booking, reconciliation and P&L reporting.

I have delivered accurate trade capture and post-trade analysis, produced brokerage allocation and market commentary, and managed fixed income operational tasks including repos, cash-flow calculations and index rebalancing while supporting portfolio managers for best execution.

I am highly organised, computer literate (Bloomberg, Reuters, Microsoft Office, Pastel), comfortable under pressure, and committed to continuous learning and reliable, detail-oriented delivery.

Experience

Work history, roles, and key accomplishments

Current

Equity Dealer

Current

Aluwani Capital Partners

Jan 2022 - Present (4 years 1 month)

Capture and execute equity trades on NX Manager and provide post-trade transaction cost analysis; support portfolio managers with trade execution, market commentary and brokerage allocation reporting to improve execution and portfolio alignment.

Equity Dealing NX Manager Trade Capture Market Commentary Fixed Income Support

Derivatives Dealer

CJS Securities Pty Ltd

Jan 2019 - Jan 2022 (3 years)

Executed SAFEX derivatives (futures and options), provided client advisory and research, managed positions and performed trade booking, confirmations and monthly reconciliations to ensure accurate client reporting.

Derivatives SAFEX Advisory Market Research Reconciliations Trade Confirmation

Trade Accountant

Engelhart Commodities Trading Company

Jan 2017 - Jan 2019 (2 years)

Owned daily and month-end P&L reporting and reconciliations for derivatives and physicals, performed MTM and price validations, monitored VAR and risk limits, and escalated trading issues to risk management.

P&L management Reconciliations MTM Valuation VARs

Derivative Dealer

Applied Derivatives Pty Ltd

Jan 2014 - Jan 2017 (3 years)

Executed and booked SAFEX commodity, equity and yieldX derivatives trades, prepared daily and month-end reports and trade confirmations, and communicated with clients and exchange members.

SAFEX Reporting Trade Confirmation Client Communication Reconciliations

Assistant

Beverley Boswell Designs

Jan 2012 - Jan 2014 (2 years)

Prepared client PowerPoint presentations, budgets and estimates, and assisted with filings and personal tax document preparation to support business operations.

PowerPoint Budgeting Documentation Administrative Support Tax Preparation Client Communication Office Administration

Junior Sales Assistant

Callaghan Collezioni

Jan 2011 - Jan 2013 (2 years)

Managed stock intake and labeling, performed month-end cash-ups and sales reporting, and maintained shop stock levels to ensure operational retail readiness.

Inventory Management Sales Reporting Cash Handling Retail Operations Merchandising

Education

Degrees, certifications, and relevant coursework

University of Cape Town

Bachelor of Business Science, Finance

2011 - 2014

Completed a Bachelor of Business Science in Finance covering accounting, finance, economics, marketing, law and information systems.

International School of Hout Bay

International Baccalaureate Diploma, International Baccalaureate

2009 - 2010

Activities and societies: Head of House; Prefect; Member of the Student Committee

Completed the International Baccalaureate Diploma with subjects including English, Visual Arts, Business and Management, Mathematics, Biology and Spanish; held roles as Head of House and Prefect.