Meet The Team
Director & Principal Consultant
Bevan Breen
Areas of Expertise
With 26 years of consulting experience in the investment management industry, both in South Africa and internationally, Bevan has managed several system selection and implementation projects. At Innovise Bevan is responsible for business and partnership development. His past experience includes acting as Head of Quantitative Analytics and Portfolio Manager of the Index Tracker Funds at STANLIB.
Qualifications
Bachelor of Commerce Honours degree in money and banking, Chartered Financial Analyst and a member of the CFA Institute
Director & Principal Consultant
Ruven Somaroo
Areas of Expertise
For over 11 years Ruven has been gaining experience in the Financial industry focusing mainly on Investment Administration and Finance. Ruven is a Multi-faceted Business Analyst and has experience working on multiple system implementations, enhancements, business process improvements and Data Warehousing & Reporting throughout his lustrous career. Prior to joining Innovise, his career progressed from front-office positions in Finance, Accounting and Asset Management to Business Analyst, Senior Consultant and now Director.
Qualifications
Bachelor of Commerce Degree Business Science (Finance)
Director & Principal Consultant
Suzette Terblanche
Areas of Expertise
With over 14 years’ experience in the investment management industry, and a strong background in Investment Administration Suzette brings extensive knowledge of operational processes and systems to the management team. Prior to joining Innovise, Suzette formed part of the Business and Technology Solutions team of Momentum Multiply as a Business Solutions Architect. Suzette also fulfilled various roles in Institutional Operations in areas such as Data and Valuations, Corporate Actions and Client Reporting
Qualifications
Bachelor of Commerce Degree in Economics and Econometrics
Bachelor of Commerce Honours degree in Investment Management
Master’s in business administration
Director & Principal Consultant
David Falkson
Areas of Expertise
As a director of Innovise, David has been responsible for the implementation and global roll-out of the Algo Collateral Operations solution at Standard Bank, the Barclays Capital, collateral management system at ABSA Capital, Charles River Investment Management System (CRIMS) implementations at STANLIB, ABSA Capital and ABSA Asset Management. Prior to joining Innovise David was a front-office systems support analyst at STANLIB.
Qualifications
Bachelor of Science degree in computer science, Mechanics of Financial Markets Certification, Charles River Certified System Administrator
Senior Consultant
John van Helden
Areas of Expertise
John joined Innovise in 2018 and has since played a key role in multiple system evaluation and implementation projects at various clients.
Prior to joining Innovise, John spent seven years in the role of Head of Investment Administration at Aluwani and Momentum.
John spent eighteen years with the Sanlam Group holding several senior operational and financial positions of which six, were spent in Ireland for Sanlam Asset Management. During this time he was exposed to various system and vendor implementations and appointments as well as successfully managing the international investment operations function for Sanlam.
Qualifications
Bachelor of Commerce Honours degree in Accounting, Chartered Accountant CA(SA)
Developer/Systems Analyst/Business Analyst
Charmain Mills
Areas of Expertise
Charmain has over 16 years of experience in the financial industry. She has a keen understanding of operational investment management functions in the Asset Management industry, and is able to articulate and implement requirements received from business users with ease. Charmain has strong technical skills which is complimented with the business knowledge she has gained over her years she spent in the industry. She is proficient in the following programming Languages: Visual Basics .NET, Delphi, Sybase, Natural, SOL Server, NetMap, Dreamweaver, Pastel, version 6
Qualifications
Bachelor of Commerce Honours degree in Informatics
Developer
Vuyo Mahlasela
Areas of Expertise
With over 12 years in the industry, Vuyo has proven to be a versatile resource over the years with a balanced technical and operational understanding of the Asset Management industry while he still strives to learn more. Vuyo also spent some time at Multichoice where he performed duties as an Integration Specialist in the payments space. After that Vuyo re-joined the Financial industry and has been instrumental in the Middleware space developing and supporting platforms like Unix , SQL, Biztalk 2006 R2 & 2010, Linx & Stadium (by Digiata), Visual Studio, XML, C#, VB 6.0, VB.Net, ASP. Net, and Microsoft SSIS.
Qualifications
National Diploma in Computer Studies, Microsoft Certified, Biztalk Administrator 2006 R2, Charles River Certified System Administrator
Business Analyst
Tamaryn Rice
Areas of Expertise
Tam has over 15 years experience in the financial industry. At the start of her career she fulfilled various operational roles including Trust Administrator and Pricing and Valuations specialist. Tam joined Innovise in 2016 and has since worked on various migration, system implementation, automation and upgrade projects. Through her work on several projects she has gained a great deal of experience in both business and technology.
Qualifications
Bachelor of Commerce Financial Management, Certificate Media and Communication
Business Analyst
Lauren van Heerden
Areas of Expertise
Prior to joining Innovise as a Consultant, Lauren was a pricing and valuations administrator performing various roles including data processing, performing data analysis on external administrators/Asset Managers data received. Lauren was instrumental in the implementation of Salesforce at STANLIB and has spent a lot of time in the Data and Valuations space in a project capacity. Lauren continues to grow and excel under the mentorship of senior staff at Innovise.
Qualifications
Bachelor of Commerce Degree in Investment Management (in progress – ETA 2022)
Business and Systems Analysis Course
CFA Foundation
SAFE – Agile & Product Owner/ Project Manager
Junior Business Analyst
Paulos Chirwa
Areas of Expertise
Paulos had worked in the civil engineering and construction industry whilst pursuing various education qualifications prior to joining Innovise. Through his work experience he has gained core competencies in business analysis, process re-engineering and building strategic solutions. He started working for Innovise in 2021 where he wanted to apply his skill set to the Asset Management and Finance industry. Since joining us, Paulos has exuded strong business analysis skills and a work ethic to go above and beyond. Currently he performs multi-faceted administrative, process enhancements and analysis tasks in the Investment Administration space for our clients.
Qualifications
BTEC Higher National Diploma in Business, Bachelor of Business Administration Degree, Bachelor of Engineering Technology in Civil (in progress)
Business Analyst/Systems Analyst
Natalie Caw
Areas of Expertise
Natalie joined the Financial Industry in 2008 as a HiPortfolio System Administrator at Nedbank, after which she joined STANLIB as a Charles River and HiPortfolio Systems Analyst in the Institutional Support Team. Natalie spent 5 years within this team fulfilling various support functions and being part of upgrades and enhancements. Natalie spent a couple of years as a business analyst after which she moved into Compliance as a Compliance system analyst. Natalie joined Innovise in 2022 as a systems analyst.
Qualifications
NQF Level 5, HiPortfolio version 3 System Administrator course, Charles River version 9 Certification Course completed
Junior Business Analyst
Kirsten Larney
Areas of Expertise
Kirsten matriculated from Curro Hermanus with 7 distictions after which she started her under graduate degree at the University of Stellenboch.
After completing her Bachelor degree in accounting Kirsten decided to pursue the role of Business Analysis and joined Innovise in 2022. Kirsten completed two short courses on Business Analysis and is currently busy with a Business and Systems Analysis course.
Kirsten is a curious and diligent individual with a passion for learning new skills and adapting to different environments. She is currently shadowing some of the more senior resources within Innovise to broaden her knowledge, skills and exposure.
Qualifications
Bachelor in Accounting
SAFe for Teams