At Mentenova, I implement investment strategies for umbrella and standalone retirement funds across various platforms. I guide clients from initial discovery through strategy implementation in accordance with South African investment management laws.
I conduct client workshops and analyze data to turn business requirements into structured, compliant investment policy statements. I also deliver tailored system walkthroughs and analytical presentations to show clients how platform functionality meets their needs.
Previously, at Willis Towers Watson, I designed and configured databases to track portfolio holdings, returns, and mandate compliance. At BMI Research, I used Bloomberg and VBA for data extraction, manipulation, and modeling to support predictive reporting.

