Mark Christopher Leshnick

Nationality South African

Visa Details UK Ancestry Visa – Eligible to live and work in the UK

Resides 46 Bollingbroke Grove, London

Date of Birth 6th

April 1990

Cell Number (+44) 7576213042

Profile: Two and a half years work experience in the South African financial services industry working as an

independent financial adviser. While completing my BCom Honours, I wrote and passed the June 2013 sitting

of the Level 1 CFA exam. Looking to make use of my BCom Honours and CFA Level 1 knowledge in an

investment analyst role at an asset manager or private equity firm while completing my CFA designation.

Education: University of South Africa

Certificate in Business Management (2015), passed all subjects with distinction, 83% overall

aggregate.

University of Cape Town

BCom (Honours) in Financial Analysis and Portfolio Management (2013)

BCom in Financial Accounting (2009-2012)

1st XI Cricket and Hockey

Hockey Vice-Chairman and Men’s Club Captain (2013)

St Stithians Boys’ College

Matric (2008) – Independent Examinations Board (IEB), distinctions in Geography, Higher Grade

Mathematics and Life Orientation

Prefect Head of Sport

1st XI Cricket and Hockey

Academic Colours

Sports Honours – Hockey, Sports Colours – Cricket

Southern Gauteng u/18A Hockey

Interests: Field hockey, running, golf, tennis, stock trading (founder and chairman of an investment club in South Africa)

Systems Experience: Microsoft Excel (Simple macros, graphs and tables, V-lookup), Powerpoint and Word

Prezi (Online presentation tool)

Work Experience:

June 2013-December 2015: AJM Asset Management Strategies (Pty) Ltd

Financial Adviser

AJM Asset Management is an independent, FSB approved financial advisory and wealth management consultancy

providing financial solutions to individuals. I initially started as a para-planner, working part-time while I completed my

BCom Honours, before registering as a representative financial adviser in March 2014.

Responsibilities and duties at AJM:

Para-planner duties included:

o Research, analysis and due diligence into local and international unit trusts (mutual funds)

o Continual research and comparative analysis of services and products offered by product providers

o Investment platform comparison – looking specifically at costs, funds available and services provided

o Preparation of Excel spreadsheets to analyse client private share portfolio makeup and performance

o Preparation, analysis and recommendation of changes of client Investment Reports prior to meeting with

adviser

o Preparation of investment and administrative forms as well as investment and insurance quotes for clients

prior to getting the signature

o Ensuring continual compliance with the FSB (Financial Services Board) and various other acts and

legislation

o Day-to-day client assistance

o Dealing with product providers and investment managers, providing intermediary support on a daily basis

o Preparation and editing of monthly investment commentary that was sent out to clients

Financial Adviser duties included:

o Para-planner duties as well as;

o Preparation and delivery of presentations to clients and prospective clients

o Meeting with clients and prospective clients to discuss their financial situation and to prepare an

investment strategy that best suited their financial needs, goals and risk taking abilities

o Preparing Financial Needs Analysis for clients based on their personal assets and liabilities

o Providing advice and recommendations on investments and long-term insurance

o Working with the admin officer to ensure all client documents were correctly filed and easily accessible

when required

o Working with our compliance officer to ensure absolute compliance at all times, while maintaining client

confidentiality

While at AJM I put in place a number of initiatives such as:

A monthly investment commentary that was sent out to existing and potential clients, providing information on

local and global investment and economic news.

Streamlined internal document organisation, simplifying user access and improving general administrative

efficiency.

Moved the digital client documentation from offline to ‘the cloud’, initially using Dropbox before moving to

Google Drive. Moving client documentation to the cloud allowed us to access required information and

documentation from outside of the office or on another device while still ensuring the safety and

confidentiality of client information.

Improved the look and feel of client Investment Reports, as well as the Financial Needs Analysis report.

Prepared an Excel spreadsheet that allowed for individual client share portfolio analysis each month, after

receiving client statements from the stock broker. The analysis included changes in composition of the

portfolio as well as investment returns.

July 2012: Independent Securities (Pty) Ltd

2 Week Internship

2 week unpaid internship during the university holidays. Independent Securities is private client fund manager of

segregated portfolios.

Valuable experience and insight into the daily operations of a financial services provider and stock broker.

Experience in listed company valuation and research, graph and table building using Excel, NAV computations and

analysis and the Bloomberg Terminal.

2010-2015: Hockey Coaching

Western Province Cricket Club, Women’s 2nd

XI Grand Reserve League team (2015) – awarded team of the year.

Micklefield School hockey coach for the u/9 girls (2011).

Rondebosch Boys’ High School hockey coach for age groups between 14 and 16 years (2010-2012).

June 2010: Chiefs Luxury Tented Camps – Castrol FIFA Soccer World Cup 2010

Bar Manager and General Camp Maintenance

A camp, located in a private area of the Pilanesberg Game Reserve in the North West Province, for competition

winners and Castrol VVIP’s

Opportunity for winners and VVIP’s to experience the FIFA Soccer World Cup in South Africa.

Full-time, paid position from the 10th

June to the 15th

July 2010.

Skills and Strengths: Research and Analysis, Valuation, Financial Planning and Advice, Office Management, Reporting, Presentation

preparation

Clifton Strengths Finder – top 5 strengths: Responsibility, Positivity, Harmony, Empathy and Achiever

Leadership, teamwork, highly motivated and passionate, driven, fast learner, quick to settle

Referees: Alastair Mackie Key Individual and Director AJM Asset Management Strategies (Pty) Ltd

Cell: 082 295 4464 Email: alastair@ajmglobal.com

James Macmillan Director Independent Securities

Cell: 082 880 1677 Email: jmacmillan@isec.co.za