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Phile M. — Junior Investment Analyst from South Africa

Phile M.

Junior Investment Analyst

South Africa 1-2 years
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Languages
English
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About

Phile M. is an accomplished Investment Analyst Graduate currently enhancing BlueAlpha Investment Management's financial processes since April 2025. She effectively manages model portfolio rebalancing and executes trading strategies using Bloomberg, while supporting portfolio managers with market research and the analysis of historical financial statements. Previously, as an Investment Intern at E Squared Investment, Phile honed her skills in financial modeling and market research. She also possesses a solid foundation in bookkeeping and business development from her role at TNM Sustainability Governance and Risk Solutions, where she was instrumental in preparing financial statements and conducting market research. With a BCom Honours in Investment Management from the University of Johannesburg and a Bachelor of Commerce in Corporate Finance and Investments from the University of the Witwatersrand, she brings extensive financial analysis knowledge and experience in Python and Microsoft Excel to her projects.

Experience

  • Investment Analyst Graduate

    BlueAlpha Investment Management · 2025 — Present
    Oversaw the rebalancing of model portfolios to ensure timely execution. Made suggestions for enhancing processes and procedures. Carried out trades on Bloomberg as directed by portfolio managers. Handled portfolio allocations and implemented trading strategies. Supported portfolio managers by conducting market research and analyzed historical financial statements. Developed and evaluated financial models.

  • Investment Intern

    E Squared Investment · 2025 — 2025
    Performed market research and assisted senior associates with financial models. Recorded notes during Investment Committee Meetings and prepared necessary deal documents. Created PowerPoint presentations for senior associates to share with the Investment Committee. Evaluated the financial statements of the company.

  • Bookkeeper Assistant & Business Development Assistant (Part Time)

    TNM Sustainability Governance and Risk Solutions · 2023 — 2023
    Entered financial data accurately into ZOHO accounting software. Helped in drafting basic financial reports, including income statements and balance sheets. Worked with clients to collect and verify financial data. Conducted market research to pinpoint potential tenders. Prepared monthly bank reconciliations to reflect the company's financial status.

  • Library Student Assistant

    University of the Witwatersrand · 2021 — 2021
    Updated and maintained current collection records. Processed new books, audios, visuals, and software by using institutional applications. Organized returned materials and assisted with shelving tasks. Supported library staff with various clerical duties. Contributed to developing social media content for promoting library resources and events, enhancing student engagement online.

Skills & Expertise

ResearchArchitectural ServicesDigital MarketingData AnalysisGame Developer (Unity)Data Analyst

Education

  • BCom Honours: Investment Management
    University of Johannesburg · — — 2024
  • Bachelor of Commerce: Corporate Finance and Investments
    University of The Witwatersrand · — — 2022

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