Ferial Penelope Gentz
Windhoek,Namibia
Summary
Strategic and analytical finance professional with 10 years in experience in investment analysis and portfolio management, examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies. Develop financial models, oversee due diligence process, compile advisory reports, and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios and building and maintaining strong client relationships.
Overview
16
16
years of professional experience
Work history
Investment Analyst/Associate
Myrtle Growth Capital Namibia (Musa Capital Namibia)
Windhoek
04.2017 - 05.2023
- Managed and Monitored portfolio of clients in different sectors with a total AUM of N$450 million
- Perform analysis and model development
- Provide an insight into economic trends and evaluate investment potential
- Examine and interpret data from different sources and understanding the impact this will have for investment decision making
- Investment management/Private Equity/Financial modeling
- Analysing financial information relating to specific companies, to determine how an organisation is positioned to deliver for investors
- Financial modelling and projection, making recommendations to fund managers, position ideas and articulate to the fund manager about the risk or payoff for each recommendation
- Conducted extensive credit research and analysis to identify investment opportunities and risks
- Monitoring and reporting on performance and activities within portfolio
- Report writing, drafting and writing research reports for fund manager or client use
- Worked with senior level management of portfolio companies to shape and support business strategies, assist with budgeting and forecasting and supporting board level initiatives
- Worked alongside a team in driving fundraising efforts for a second fund following a fully invested first fund with a single investor.
- Managed deal appraisals and research, assessing profitability possibilities to pursue optimal opportunities.
- Identified and addressed operational, financial and technological risks to avoid losses.
- Capitalised investment improvement opportunities to promote growth.
- Analysed incoming deals to assess feasibility.
- Promoted continuous improvement by problem-solving and sharing suggestions to optimise team operations.
- Delivered clear guidance and KPIs for financial planning processes to support consistent deliveries and offer sufficient information to explain drivers and trends.
Investment Analyst/Junior Associate
VPB Namibia
10.2014 - 03.2017
- Appraisal and analysis of business plans and making recommendations therein
- Completing initial screening reports and preparation of reports relating to transaction appraisal for the Investment Committee and the Board
- Preparation of financial models for the business plans submitted
- Conducts industry research to identify opportunities for investments, participating in the team deal origination activity
- Preparation of quarterly report to the principal investors
- Monitoring performance of allocated investee companies by conducting research on industry and deriving Key Performance Indicators for benchmarking purposes
- Monitoring portfolio companies' performance monthly
- Performance tracking, making projections and recommending corrective action if required
- Identified operational processes inefficiencies in portfolio companies and recommended necessary improvements
- Executing and reporting variance and gap analysis in portfolio companies
- Carrying out quarterly valuations and ensuring in line with exit expectations in terms of return expectation (Negative deviations to be anticipated and corrected in line with exit expectation)
- Assisting portfolio management in exploiting growth and value-adding opportunities.
Financial Accountant
Namibia Asset Management
08.2011 - 09.2014
- Month-end accounting
- Payroll and all relevant HR duties
- Prepare and reconcile PAYE 5 tax certificates at the fiscal year end
- Vendor payments and receipts
- Management accounts preparation
- Year-end reporting - assisting auditors with year-end process
- Identification of operational inefficient processes and recommend necessary improvements
- Annual budget and forecasting analysis
- Compilation of unit trust financials and annual report
- Prepare documents for quarterly and annual board packs
- Perform basic company secretarial duties
- Prepare monthly and annual PAYE and company income tax returns for submission.
Assistant accountant
Prosperity Group
12.2010 - 07.2011
- Preparation of Trial Balance, reconciliations, payments
- Processing of general ledger up to trial balance
- Creditors' reconciliation
- Credit payment preparation (EFT and Cheques)
- Daily cash deposits (banking)
- Preparation of basic summaries on excel.
Audit Clerk
Grant Thornton Namibia
02.2007 - 12.2010
- Carry out audit procedures, preparing and concluding audits and reporting
- Performing audit procedures
- Liaising with clients
- Compiling Financial Statements with management reports
- Concluding audit and reporting to audit partner.
Skills
- Financial modelling
- Portfolio management
- Communication and Interpersonal Skills
- Result Orientated/Driven
- Sound Financial background
- Presentation Skills
- Attention to detail/Assertive
- Problem Solving Skills
Personal Information
- ID Number: 86011500072
- Place of Birth: Windhoek
- Date of birth: 01/15/86
- Gender: Female
- Nationality: Namibian
- Marital Status: Single
Languages
English fluent - (written and spoken)
Afrikaans fluent - (written and spoken)
REFERENCES
- Janice Sambaza, Co-Founder, Aisiki Capital, +27 727425296
- Aune Ipinge, Portfolio Manager, Development Bank of Namibia, 0811486517
- Purvance Heuer, Director, Arystec Asset Managers, 0814357598
- Laurika George, Old Mutual Namibia, 0811285691
- Reho Maartens, Partner, Grant Thornton Neuhaus, 0851249915
Timeline
Investment Analyst/Associate
Myrtle Growth Capital Namibia (Musa Capital Namibia)
04.2017 - 05.2023
Investment Analyst/Junior Associate
VPB Namibia
10.2014 - 03.2017
Financial Accountant
Namibia Asset Management
08.2011 - 09.2014
Assistant accountant
Prosperity Group
12.2010 - 07.2011
Audit Clerk
Grant Thornton Namibia
02.2007 - 12.2010
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