Wium Malan
Verified Expert in Finance
Finance Expert
Cape Town, Western Cape, South Africa
Toptal member since September 23, 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.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Software Expertise
- FactSet
- Microsoft Excel
Other Expertise
- Chartered Financial Analyst (CFA)
- Equity Research
- Equity Research Analysis
- Equity Valuation
- Financial Analysis
- Financial Modeling
Work Experience
Founder | Analyst
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.
Financial Modeling Expert
Edith Grove Capital Pte Ltd.
- Successfully built three-statement financial models for several target companies, including forecasts, multiple-based, and DCF valuations.
- Incorporated an LBO model and cap tables for target companies.
- Performed full scenario analysis on various ownership models, including common equity, preference shares, ESOP programs, and convertible note financing.
Investment Analyst
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.
Assistant Vice President | Equity Analyst
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.
Assistant Manager, Audit
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.
Education
Bachelor of Accounting Honours Degree in Accounting
University of the Free State - Bloemfontein, South Africa
Bachelor's Degree in Accounting
University of the Free State - Bloemfontein, South Africa
Certifications
Chartered Financial Analyst (CFA)
CFA Institute
Chartered Accountant
South African Institute of Chartered Accountants
Skills
Finance
Chartered Financial Analyst (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
Asset Management, Capital Markets, Public Companies, Financial Services
Output Software
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Geographic Expertise
Asia-Pacific (APAC)
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, Waterfall Modeling
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