Wium Malan, Finance Expert in Cape Town, Western Cape, South Africa
Wium Malan

Finance Expert in Cape Town, Western Cape, South Africa

Member since September 8, 2021
Wium is a global investment analyst with 15+ years of experience at multinational asset management firms like AllianceBernstein and Old Mutual. As a founder of an independent equity research firm, Wium excels at research, financial analysis, modeling, investment idea generation, and company valuations. He has covered 60+ global listed large-cap companies across all major emerging and developed markets, focusing on the internet, telecom, media, technology, healthcare, and industrial sectors.
Wium is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Software Expertise

Other Expertise

Employment

  • Founder | Analyst

    2020 - PRESENT
    Propitious Research
    • Founded this fully independent, fundamental, and quantitative equity research firm. It is focused on companies in the telecommunication, media, technology, internet, and healthcare sectors in the global emerging markets.
    • Supervised idea generation focused on quality stocks and trading below their intrinsic value with sound corporate governance.
    • Incorporated an artificial intelligence technology-based quantitative multifactor screening model using deep neural network and recurrent neural network models.
    • Published investment research on various independent global platforms.
    • Oversaw investment idea capturing on several global alpha capture platforms.
    Focus areas: Equity Research, Chartered Financial Analyst (CFA), Asset Valuation, Equity Research Analysis, Equity Valuation, Factset, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft PowerPoint, Microsoft 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
  • Investment Analyst

    2013 - 2019
    Old Mutual Investment Group
    • Managed the assigned sectors as a senior equity analyst for the global emerging market equity fund.
    • Performed fundamental and quantitative analyses of companies in different sectors, including telecommunication, internet, media, technology, healthcare, loyalty program, industrial, and IT services.
    • Conducted detailed research, financial modeling, valuations, and wrote research reports and investment recommendations.
    • Created and implemented the investment philosophy, process, and due diligence documentation for the global emerging market product.
    • Evolved and implemented the proprietary corporate governance analysis process.
    • Developed and applied the proprietary stock screening process. It included defining metrics used as well as creating and automating models and methodology.
    • Developed, executed, and automated earnings revision monitors and quantitative overlay tools.
    Focus areas: Chartered Financial Analyst (CFA), Equity Research, Asset Valuation, Bloomberg Terminal, Equity Research Analysis, Equity Valuation, Factset, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft PowerPoint, Microsoft 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
  • Assistant Vice President | Equity Analyst

    2006 - 2012
    AllianceBernstein
    • Spearheaded the equity research coverage of emerging markets telecommunication stocks in the EMEA region since mid-2009.
    • Managed a spectrum of the US, European, and international portfolios. Performed detailed research, modeling, and valuations. Wrote reports and communicated investment recommendations to portfolio managers based in London, New York, and Hong Kong.
    • Held joint responsibility for coverage of developed market telecommunication stocks in Europe, including the large-cap incumbents and multinational telecom operators, satellite operators, cable companies, and data center operators since mid-2011.
    • Maintained research-driven sector-orientated paper portfolios and proprietary corporate governance research database.
    • Received an “Above and Beyond” recognition award in 2011 for work done on Millicom and MTN for the new global technology portfolio manager.
    Focus areas: Equity Research Analysis, Financial Modeling, Equity Valuation, Chartered Financial Analyst (CFA), Equity Research, Asset Valuation, Factset, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Microsoft PowerPoint, Microsoft 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
  • Assistant Manager, Audit

    2003 - 2006
    PwC
    • Managed external audits as a senior in-charge in a wide range of industries, including construction, agriculture, public sector, manufacturing, textile, retail, financial services, legal sector, and entertainment industries.
    • Seconded to Charlotte, USA, during 2005-2006 as a senior associate to assist in external audits of various companies in the retail, industrial production, and nuclear power industries.
    • Participated actively in the Free State Employment Equity Committee, helping establish compliance with the Employment Equity Act within PricewaterhouseCoopers. Was a member of the Free State Ethics Committee.
    Focus areas: Accounting, Auditing, Excel Expert, Three-statement Modeling, Financial Services

Education

  • Bachelor of Accounting Honours Degree in Accounting
    2002 - 2003
    University of the Free State - Bloemfontein, South Africa
  • Bachelor's Degree in Accounting
    1999 - 2001
    University of the Free State - Bloemfontein, South Africa

Certifications

  • Chartered Financial Analyst (CFA)
    SEPTEMBER 2010 - PRESENT
    CFA Institute
  • Chartered Accountant
    DECEMBER 2008 - PRESENT
    South African Institute of Chartered Accountants

To view more profiles

Join Toptal
Share it with others