Lance G.

Investment Analyst

  • Hourly rate: R200 /hr
  • Experience: 13 Years

About Lance

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I am a seasoned investment professional and my qualifications include a M.Sc. (Chemistry), MBL and the CFA charter designation. My time at Sasol included the roles of research, business development and manager of Mergers & Acquisitions. Key aspects of my employment included post audit analysis on projects and the development of a phased approach to capital investment. While working at a boutique asset management firm, my responsibilities included the roles of equity analyst, portfolio manager, compliance officer, head of research and distribution. I was instrumental in developing a disciplined and systematic approach in identifying and analysing potential investments where the risk reward was favourable. The experience I have thus gained and lessons learnt have been invaluable in building my character. This has fostered capabilities that combined with more than 12 years of investment experience allow me to rapidly analyse and value to listed and unlisted businesses. I am particularly adept at building simple models in the sphere of resources, industrial and property shares. In addition my role as a distribution agent was particularly exciting allowing me to demonstrate the firm’s unique value proposition while forging deep and meaningful relationships with IFA’s and client’s through my unique approach. My recent role as a financial planner allowed me to fulfill my desire in working with people to help them achieve their life goals and was extremely gratifying.

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