Wium Malan,南非西开普省开普敦金融专家
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Wium Malan

Verified Expert  in Finance

Finance Expert

Location
开普敦,西开普省,南非
Toptal Member Since
September 23, 2021

Wium是一名全球投资分析师,在AllianceBernstein和Old Mutual等跨国资产管理公司拥有15年以上的经验. 作为一家独立股票研究公司的创始人, Wium excels at research, financial analysis, modeling, investment idea generation, and company valuations. 他覆盖了60多家全球上市的大型股公司,涵盖了所有主要的新兴市场和发达市场, focusing on the internet, telecom, media, technology, healthcare, and industrial sectors.

Career Highlights

Founder | Analyst
Propitious Research
Investment Analyst
Old Mutual Investment Group

Education Highlights

Bachelor's Degree
自由州大学

Certification Highlights

Chartered Accountant
南非特许会计师协会

Case Studies

Work Experience

Founder | Analyst

2020 - PRESENT
Propitious Research
  • 创立了这家完全独立的基本面定量股票研究公司. 它的重点是电信公司, media, technology, internet, 以及全球新兴市场的医疗保健行业.
  • 有监督的想法产生专注于优质股票和交易低于其内在价值与健全的公司治理.
  • 结合基于人工智能技术的定量多因素筛选模型,采用深度神经网络和递归神经网络模型.
  • 在全球各独立平台发表投资研究报告.
  • 监督多个全球alpha捕获平台的投资想法捕获.
Focus areas: Equity Research, 特许金融分析师(CFA), Asset Valuation, Equity Research Analysis, Equity Valuation, Factset, Financial Analysis, Financial Modeling, 微软Excel,微软PowerPoint,微软Word, Research, TensorFlow, Presentations, Investor Presentations, Asia-Pacific (APAC), Revenue & Expense Projections, Valuation Modeling, Valuation, Excel Expert, Investment Memoranda, Business Analysis, Three-statement Modeling, Financial Services, Reports, Buy-side, Excel 365, Business Models, Online Media, Subscriptions, Asset Management, Equity Markets, Trading, Stock Trading, Investments, Quantitative Research, Business Strategy, Investment Analysis, Stock Analysis, Stock Market, Stock Price Analysis, Value Analysis, Financial Writer, Capital Markets, Public Companies

Investment Analyst

2013 - 2019
Old Mutual Investment Group
  • 作为全球新兴市场股票基金的高级股票分析师,管理指定的行业.
  • 对不同行业的公司进行基础和定量分析, including telecommunication, internet, media, technology, healthcare, loyalty program, industrial, and IT services.
  • Conducted detailed research, financial modeling, valuations, 撰写研究报告和投资建议.
  • 创立并实施投资理念, process, 以及全球新兴市场产品的尽职调查文件.
  • 发展并实现了专有的公司治理分析过程.
  • 开发并应用了专有的库存筛选流程. 它包括定义所使用的度量,以及创建和自动化模型和方法.
  • 开发、执行和自动化盈余修正监控和定量覆盖工具.
关注领域:特许金融分析师(CFA), Equity Research, Asset Valuation, Bloomberg Terminal, Equity Research Analysis, Equity Valuation, Factset, Financial Analysis, Financial Modeling, 微软Excel,微软PowerPoint,微软Word, Research, Presentations, Investor Presentations, Asia-Pacific (APAC), Revenue & Expense Projections, Valuation Modeling, Valuation, Excel Expert, Investment Memoranda, Business Analysis, Three-statement Modeling, Financial Services, Reports, Buy-side, Excel 365, Business Models, Online Media, Subscriptions, Risk Management, Asset Management, Equity Markets, Investments, Quantitative Research, Investment Analysis, Stock Analysis, Stock Market, Stock Price Analysis, Value Analysis, Financial Writer, Capital Markets, Public Companies

助理副总裁|股票分析师

2006 - 2012
AllianceBernstein
  • 自2009年年中以来,领导EMEA地区新兴市场电信股的股票研究.
  • 管理一系列美国、欧洲和国际投资组合. 执行详细的研究、建模和评估. 撰写报告并向伦敦的投资组合经理传达投资建议, New York, and Hong Kong.
  • 共同负责欧洲发达市场电信股票的报道, 包括大型企业和跨国电信运营商, satellite operators, cable companies, 数据中心运营商从2011年中期开始.
  • 维护以研究为导向的行业论文组合和专有的公司治理研究数据库.
  • 2011年,因在Millicom和MTN担任新的全球技术投资组合经理而获得“超越”表彰奖.
关注领域:股票研究和分析, Financial Modeling, Equity Valuation, 特许金融分析师(CFA), Equity Research, Asset Valuation, Factset, Bloomberg Terminal, Financial Analysis, 微软Excel,微软PowerPoint,微软Word, Research, Presentations, Investor Presentations, Revenue & Expense Projections, Valuation Modeling, Valuation, Excel Expert, Investment Memoranda, Business Analysis, Three-statement Modeling, Financial Services, Reports, Buy-side, Excel 365, Business Models, Risk Management, Asset Management, Equity Markets, Investments, Investment Analysis, Stock Analysis, Stock Market, Stock Price Analysis, Value Analysis, Capital Markets, Public Companies

Assistant Manager, Audit

2003 - 2006
PwC
  • 作为高级主管管理多个行业的外部审计, including construction, agriculture, public sector, manufacturing, textile, retail, financial services, legal sector, 娱乐产业.
  • Seconded to Charlotte, USA, 2005年至2006年期间,担任高级助理,协助零售业各公司的外部审计, industrial production, and nuclear power industries.
  • 积极参加自由州就业平等委员会, 帮助普华永道公司遵守《欧博体育app下载》. 是自由邦伦理委员会的成员吗.
Focus areas: Accounting, Auditing, Excel Expert, Three-statement Modeling, Financial Services, Excel 365, Business Models
2002 - 2003

会计学荣誉学士学位

南非布隆方丹自由州大学

1999 - 2001

会计学士学位

南非布隆方丹自由州大学

SEPTEMBER 2010 - PRESENT

特许金融分析师(CFA)

CFA Institute

DECEMBER 2008 - PRESENT

Chartered Accountant

南非特许会计师协会

Finance

特许金融分析师(CFA), Financial Modeling, Asset Valuation, Equity Research, Equity Research Analysis, Equity Valuation, DCF Valuation, Valuation, Stock Price Analysis, Accounting, Forecasting, Revenue & Expense Projections, Stock Trading, Taxation, Financial Management, Comparable Company Analysis, Discounted Cash Flow (DCF), Valuation Modeling, Investment Memoranda, Three-statement Modeling, Fundamental Analysis

Industry Expertise

资产管理,资本市场,上市公司,金融服务

Geographic Expertise

Asia-Pacific (APAC)

Output Software

微软Excel,微软PowerPoint,微软Word

Data & Analysis Software

Factset

Other

Financial Analysis, Research, Equity Markets, Investments, Quantitative Research, Investment Analysis, Stock Analysis, Stock Market, Value Analysis, Financial Writer, Presentations, Excel 365, Business Models, Online Media, Subscriptions, Risk Management, Trading, Business Strategy, Bloomberg Terminal, TensorFlow, Auditing, Excel Expert, Investor Presentations, Business Analysis, Reports, Buy-side, TMT

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