CURRICULUM VITAE

PERSONAL DETAILS

Full Names : Siviwe Tshongweni

Known as : Siviwe

ID Number : 900**********

Nationality : South African

EE Demographic : Black

Languages : English

Area of Residence : Cape Town

Contact numbers : 079*******/078*******

QUALIFICATIONS

2007 Grade 12 (Matric)

(Obtained) Thembelihle Senior Secondary School

2008 – 2012 BCom – Economics and Finance

(Obtained) University of Cape Town

COURSES

Bytes Solution:

- MS Excel 2010 Data Analytics (07.2015)

- MS Excel 2010 Advanced Formulas (07.2015)

Chartered Institute of Purchasing and Supply (2012):

- Principles of Inventory Management

- Principles of Operations Management

Other:

- Certificate in Collective Investment Schemes, ASISA / University of Cape Town (03.2015) CAREER HISTORY OVERVIEW

Date Company Position

06.2016-Present JTC Fund Solutions Business Systems Analyst 09.2014 – 05.16 Coronation Fund Managers, Claremont Personal Investments Client Service Consultant 02.2013 – 08.2014 Accenture (Pty) Ltd, Johannesburg Business Analyst 02.2012 – 01.2013 Oracle Corporation, Johannesburg Intern – Pre-Sales Consultant 06.2011 – 07.2011 ABSA Capital, Division of Barclays Capital, Johannesburg

Intern

06.2011 Sanlam Investments, Cape Town Intern

12.2009 – 10.2010 Part Time / Temporary Employment First National Bank Brand Ambassador – University of Cape Town

(04.2010 – 10.2010)

Sub Warden – Groote Schuur Residence –

University of Cape Town

(01.2010 – 11.2010)

Receptionist – Baxter Hall Residence –

University of Cape Town

(12.2009 – 01.2010)

RECENT CAREER DETAILS

JTC Fund Solutions, Century City

(Fund Administration)

06.2016-Present

Position : Business Systems Analyst

- Taking requests from Operations Teams

o General queries, technical support & issue resolution, user security management o Security setups (All asset classes)

o Valuation data maintenance

o Expense Calculator maintenance

o Static data maintenance and set-up

o Processing of corporate actions within InvestOne (Incl. Dividends and Coupons)

- Daily pricing maintenance

- Report package maintenance

- Exception Manager maintenance

- Year end maintenance

- Understanding & maintenance of Excel solutions (Transaction imports, NAV pricing sheets, Price/rate reconciliations, Expense checking, etc)

- Preparing data (extracts) for internal/external compliance reporting (eg. GFSC Qtrly Returns)

- Testing and managing system updates for

o Enterprise (InvestOne)

o Investran

- Management of data feeds into the system (FTS, Bloomberg) o Corporate Action Events

o Data feeds (Pricing, Trades, etc)

o Auto-Reconciliation Packages (Stock reconciliation, etc)

- Testing

- Take a proactive approach to the functionality of the system and continually review how the fund accountants are using the functionality available and recommend and implement improvements

- Motivation for change : I took this role at JTC firstly because it seemed more related to the Business Analysis role I had at Accenture and was intrigued to get exposure to the Fund Administration industry. Secondly, I hoped that it would be a Business Analysis role that does not have a stable role in the same place every day. I am not passionate about Fund Administration and I am hungry and ready to redirect my career.

CORONATIONATION FUND MANAGERS, Claremont

(Asset Management)

09.2014 – 05.2016

Position : Personal Investments Client Services Consultant

- Provides excellent call centre support service to clients with their investment related queries, both telephonically, written and face to face.

- This role also requires one to follow up on potential clients and leads.

- Handle existing client queries relating to investments in the unit trust and retirement and life product streams, both telephonically and written

- Meeting with clients and prospective clients to explain the investment option

- Largely office-bound role, but may be required to meet with clients offsite on occasion

- Maintenance of relationships and commission arrangements with IFA’s.

- Management of documentation iro Anti Money Laundering legislation and other static client data as required from time to time

Motivation for change : I took this role at Coronation to learn and get exposure to asset management because this is my passion. After almost a year in the role I am ready to broaden my skills even more in the asset management space.

ACCENTURE, Johannesburg

(Accenture is one of the world's major consulting firms) 02.2013 – 08.2014

Position : Business Analyst

- Business and Integration systems analysis

- Two projects: Old Mutual (CPT) and Tygerbrands (JHB)

- Business requirement specifications

- System solutions

- Implementation of Oracle system

- Technology consulting

- Oracle training

Motivation for change : Business Consulting/Problem solving is my other passion; however I had family business to take care of in Cape Town. Therefore, I had to be in Cape Town. ORACLE CORPORATION, Johannesburg

(Software development)

02.2013 – 02.2013

Position : Intern – Pre-Sales Consultant

- Training in: Oracle Order Management, Oracle Inventory Management, Oracle E-Business Suite, Oracle Purchasing, Oracle iProcurement

Motivation for change : Internship over, offered a job at Accenture ABSA CAPITAL, DIVISION OF BARCLAYS CAPITAL, Johannesburg

(Investment bank)

06.2011 – 07.2011

Position : Intern

Motivation for change : Internship over

SANLAM INVESTMENTS, Cape Town

(Asset management)

06.2011

Position : Intern

Motivation for change : Internship over

PART TIME / TEMPORARY EMPLOYMENT, Cape Town

12.2009 – 10.2010

Position : First National Bank Brand Ambassador – University of Cape Town Dates : 04.2010 – 10.2010

- Marketing and advertising FNB through posting posters around campus and during First National Bank’s campus presentations to help recruit graduates at the University of Cape Town Previous Positions:

Position : Sub Warden – Groote Schuur Residence – University of Cape Town Dates : 01.2010 – 11.2010

- Managing the residence under supervision of the Warden to ensure high quality security and safety in the residence

Position : Receptionist – Baxter Hall Residence – University of Cape Town Dates : 12.2009 – 01.2010

- Signing people in and out

- Communicating with residents via email, telephone regarding announcements

- Document transpired events in the residence

References

Khanyisa Xundu 082******* Victor Nwaneri 083******* ac1nrx@r.postjobfree.com ac1nrx@r.postjobfree.com

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