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Thakgalo Mokolobate

@thakgalomokolobate

Investment service consultant at Allan Gray analyzing portfolio data and building quantitative investment recommendations.

South Africa
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What I'm looking for

I'm increasingly focused on applying data, emerging technologies and AI-enabled tools to improve analysis, solve business problems and support better decision-making.

At Allan Gray Proprietary Limited, I serve as the first point of contact for client and IFA interactions, resolving tax, legislative and transactional queries with accurate, compliant solutions. My work contributed to a 9.7+/10 NPS and NPS Super Ten recognition in Q1 2026.

I also analyze portfolio, transactional and investment data to identify discrepancies and operational errors, then create correction instructions to support accurate remediation and minimize operational risk. This work earned Top Performer - Client Service Centre recognition in Q1 2026.

In my investment projects, I used Returns-Based Style Analysis and multiple regression to examine South African equity fund performance, and completed a DCF and comparable company valuation for Netcare Ltd.

I'm completing a BCom Honours in Investment Management at the University of Pretoria. I use Python, R, SAS, Power BI and Advanced Excel, and I'm increasingly focused on using data, emerging technologies and AI-enabled tools to improve analysis and decision-making.

Experience

Work history, roles, and key accomplishments

Allan Gray Proprietary Limited logoAL
Current

Investment Service Consultant

Allan Gray Proprietary Limited

Jan 2025 - Present (1 year 9 months)

Serve as the first point of contact for 12,000+ client and IFA interactions, resolving tax, legislative and transactional queries. Analyse portfolio and investment data to identify discrepancies, create correction instructions, and collaborate with internal stakeholders to deliver clear outcomes.

Education

Degrees, certifications, and relevant coursework

University of Pretoria logoUP

University of Pretoria

BCom Honours, Investment Management

Pursuing a BCom Honours in Investment Management, with modules including Asset Valuation, Portfolio Management, and Quantitative Investment Analysis.

University of Pretoria logoUP

University of Pretoria

BCom, Investment Management

Activities and societies: Golden Key International Honour Society - Top 15% Academic Performance

Completed a BCom in Investment Management in 2023, with modules including Business Accounting, Financial Management, Economics, Statistics, Data Science, and Investment Management. Recognized by the Golden Key International Honour Society for top 15% academic performance.

Tech stack

Software and tools used professionally

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