Zolisa Ceza
@zolisaceza
Investment Strategy & Portfolio Management Leader| Multi-asset | Insurance | Financial Services | Corporate Finance| Strategy| Modelling & Advisory
South AfricaWhat I'm looking for
I am a senior investment and financial services professional with 14+ years of experience across investment management, portfolio management, insurance and banking in South Africa.
My expertise spans investment strategy, portfolio construction, asset allocation, investment analysis, financial modelling, responsible investment and strategic decision-making. I currently lead portfolio management responsibilities within Liberty Group and contribute to Fund Solutions at Standard Bank Investments.
I have extensive experience working with institutional and retail investment portfolios, translating complex investment and market information into actionable strategies, and engaging with senior stakeholders across investment and financial-services environments.
I am particularly interested in international remote and consulting opportunities involving:
• Investment strategy and portfolio management
• Asset allocation and investment research
• Financial modelling and strategic analysis
• Insurance and investment product strategy
• Responsible investment / ESG strategy and reporting
• Private markets and investment analysis
• Financial-services strategy and transformation
• Investment committee and governance advisory
• Due diligence and commercial analysis
• Fractional / project-based finance and investment advisory
I am comfortable working independently with distributed teams and senior stakeholders across different markets and time zones.
Based in South Africa (UTC+2), I am open to international remote opportunities, consulting engagements and selected fractional or project-based assignments.
Experience
Work history, roles, and key accomplishments
Lead Specialist – Portfolio Analytics and Investment Optimisation
Jan 2024 - Present (2 years 7 months)
Leads portfolio analytics and investment optimisation for Fund Solutions, overseeing assets worth c.R350 billion. Drives investment strategy, pricing, and performance analytics, and implements Responsible Investment reporting for UNPRI.
Lead Specialist – Portfolio Analytics and Investment Optimisation
Liberty Group Limited
Jun 2021 - Present (5 years 2 months)
Leads portfolio analytics and investment optimisation for Retail Investments, managing a portfolio of c.R350 billion. Responsible for investment strategy, pricing, performance monitoring, and ESG reporting.
Portfolio Manager & Head – Shareholder Investment Portfolio
Momentum Metropolitan Holdings Limited
Feb 2015 - May 2021 (6 years 3 months)
Managed a multi-asset shareholder investment portfolio worth c.R12 billion, increasing profitability through disposals and simplified strategies. Oversaw property developments worth R2 billion and managed special purpose entities.
Preference Share Product Accountant & Deal Manager
Barclays Africa Capital (Absa Capital)
Jul 2012 - Jan 2015 (2 years 6 months)
Managed preference share transactions from inception to termination, ensuring effective risk management and control. Prepared financial reports under IFRS, managed legal entity (SPV) affairs, and monitored tax risks.
Completed articles as an external auditor, auditing industries including oil and gas, automotive, and retail. Prepared and reviewed financial statements, applied IFRS, and managed audit teams.
Tutor for 2nd and 3rd Bachelor of Commerce Students
University of the Western Cape
Jan 2010 - Dec 2011 (1 year 11 months)
Provided additional assistance to 2nd and 3rd year BCom students through tutorial and mentoring sessions.
Financial Accounting 2 Tutor
University of Cape Town
Jan 2008 - Dec 2008 (11 months)
Provided tutorials to 2nd year BCom and 3rd year BBusSc students in Financial Accounting 2, explaining concepts and offering additional support.
Assistant to the Assistant Manager
Edcon Group (Jet) Butterworth
Dec 2007 - Dec 2007 (0 months)
Worked in the back-office handling cash banking, assisted with daily controls, and performed ad hoc duties.
Statistics Tutor
University of Cape Town
Jan 2007 - Dec 2007 (11 months)
Provided tutorials to 1st year BCom EDU students in Statistics 101, explaining concepts and offering additional support.
Education
Degrees, certifications, and relevant coursework
Gordon Institute of Business Science
Senior Leadership Development Programme, Leadership
2025 - 2025
Completed the Senior Leadership Development Programme.
CFA Institute
CFA Level 2, Finance
2022 - 2022
Passed CFA Level 2.
CFA Institute
CFA Level 1, Finance
2015 - 2015
Passed CFA Level 1.
University of Cape Town
Post Graduate Diploma in Accounting, Accounting
2008 - 2008
Completed the Post Graduate Diploma in Accounting (CTA) at the University of Cape Town.
University of Cape Town
Bachelor of Commerce, Accounting
2004 - 2007
Grade: Distinction
Bachelor of Commerce in Accounting, graduated with Distinction in Accounting.
Holy Cross High School
Matric, General
2004 - 2004
Grade: Distinction
Matriculated with distinctions in Mathematics, Accounting, Biology, and Science.
Tech stack
Software and tools used professionally
Availability
Location
South AfricaAuthorized to work in
Social media
Job categories
Skills
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