Em Manzana

MPHO MANZANA FINANCE PROFESSIONAL Johannesburg, South Africa • - •- PROFESSIONAL SUMMARY Client-focused financial analytics and wealth management professional with experience in financial needs analysis, investment portfolio construction, and long-term financial planning. Proven ability to perform in-depth financial analysis for high-net-worth individuals and small businesses, supported by strong financial research, budgeting, and portfolio performance evaluation. Brings a disciplined, analytical approach within regulated financial environments. CORE SKILLS AND TOOLS Technical Skills: Salesforce, Avalon, Signinghub, Advanced Excel, Google Sheets, Fullview Administration: Microsoft 365, Astute, Blueprint, Signinghub Compliance & Quality: Confidentiality, regulatory awareness, policy adherence, quality control, attention to detail Competencies: Financial analysis & client needs assessment, investment portfolio construction & performance analysis, cash flow, budgeting & financial modelling, long-term financial & retirement planning, asset allocation & risk profiling, financial & investment research, HNWI & small business financial analysis Work Style: Time Management, Multitasking, High-Pressure Environment, Deadline-Driven, Proactive Team Player WORK EXPERIENCE Wealth Planner, EQ-FIN Jun 2024 - Dec 2025 Conducted financial needs assessments for individuals and small businesses to define short- and long-term financial goals. Built and managed tailored investment portfolios aligned to client risk profiles, objectives, and compliance requirements. Performed financial analysis for high-net-worth individuals and small companies, including cash flow and portfolio performance reviews. Developed personal budgets and long-term financial plans supporting wealth accumulation and retirement planning. Carried out ongoing portfolio monitoring, reviews, and adjustments based on market conditions and client needs. Conducted financial and investment research to support portfolio construction and strategic recommendations. Maintained accurate client records, financial plans, and investment documentation in line with regulatory standards. Liaised with clients, consultants, and internal teams to explain strategies, clarify instructions, and ensure timely execution. Identified and escalated financial, suitability, and compliance risks as required. Junior Data & Operations Support Analyst, Appen Oct 2022 - Jun 2024 Performed structured data validation and quality checks to ensure accuracy across large datasets. Reviewed and corrected data inconsistencies in line with defined rules and escalation procedures. Maintained detailed documentation and reporting used to support operational decision-making. Demonstrated strong attention to detail, deadline discipline, and independent problem-solving in a high-volume environment. EDUCATION Sales and Account Management Feb 2019 - Sept 2021 Red & Yellow Creative School of Business Strategic Account Development & Retention Sales Leadership and Performance Measurement RE5 Moonstone School of Business Long-Term Insurance and Investments Aug 2025 - Sept 2025