LeJean Coetzee - Chief Operating Officer (FMG Group)

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LeJean Coetzee

• Chief Operating Officer
• Valuation Committee Chairman
• FMG (Malta) Ltd.

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LeJean Coetzee

• Chief Operating Officer
• Valuation Committee Chairman
• FMG (Malta) Ltd.

LeJean Coetzee is currently involved in the
operational functions of the asset management,
financial and regulatory aspects of FMG Group.
For the 8 years prior to joining FMG, he worked
in Operational and Risk departments for
Institutional and Alternative Fund Managers.
LeJean was employed as Head of Operations for
Culross Global IM (MLT) and prior to that, he was
a Performance Analyst for ING IM (NL). At the
start of his career LeJean was a Fund
Administrator for TMF Fund Services (NL). He
holds a Bachelor degree in Business
Administration from The Hague University.
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LeJean Coetzee
Chief Operating Officer Valuation Committee
Chairman FMG (Malta) Ltd.
Key skills and experience
Industry (Investment Management)

• Portfolio analysis - equity and fixed income
  performance attribution analysis and portfolio
  analytics
• Fund valuation - ensuring valuation policies and
  methodologies are being adhered to on a broad
  range of products
• Settlements - proactive in ensuring trades are
  executed and settled within required timeframes,
  making sure that required documentation are
  collected and delivered on time to the interested
  parties
• GIPS compliance - compliance oversight,
  monitoring policies and procedures and assisting
  with marketing material
• Financials - including production of balance -,
  profit and loss - and cash flow statements,
  inclusive of explanatory text and various ratios
• FX Hedging - calculation of different classes
  hedging requirement, making sure the rate given
  by broker is adequate

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LeJean Coetzee
Chief Operating Officer Valuation Committee
Chairman FMG (Malta) Ltd.
Key skills and experience
Business and Management

• AIFM Operations Compliance Oversight, SICAV
  Sub-Fund Operations, Information Technology,
  Investor Client Relations, Accounting, Office
  Management, and Human Resources.
• Business analysis - planning, requirements
  gathering and analysis, communication with
  stakeholders, recommendations
• Business improvement - actively identify
  opportunities to reduce operational risk
  including setting up internal procedures and
  workflows, streamlining current processes and
  controls, incorporating regulatory updates
• Commercial management - Re-assess agreements and
  new offers with suppliers, monitoring of service
  level agreements, resolving any issues
• Recruit, train, mentor and develop employees.
   Define performance standards, conduct
  performance reviews

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LeJean Coetzee
Chief Operating Officer Valuation Committee
Chairman FMG (Malta) Ltd.
Key skills and experience
Systems

• Ability to develop Access and .NET - applications
  using VBA and C code and managing data using SQL
• Creating and maintaining SharePoint sites for
  content management and compliant workflows
• Ensuring new systems and interfaces are fit for
  purpose by taking ownership of requirements
  gathering in design phase, testing and supporting
  the technology teams with implementation
• Wide knowledge of software and systems
  interaction and interfaces for controlling and
  supplying data to various in-house and third
  party - accounting, valuation and reporting
  systems
• Managing access rights to applications and acting
  as first point of contact for any IT related
  issues

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LeJean Coetzee
Chief Operating Officer Valuation Committee
Chairman FMG (Malta) Ltd.
Key skills and experience
Soft skills
Excellent communication, interpersonal and
influencing skills at all levels, often becoming
the key go-to person for various senior
stakeholders, other departments, clients and
suppliers Strong ability to collaborate and
balance this with working autonomously, applying
knowledge and expertise to be a central point of
contact Can do, enthusiastic attitude and
confident with taking ownership of and delivering
on multiple challenges - independently and within
a team environment Adapts easily to changing
requirements and environment depending on need.
Determined and motivated to learn, adopt new
skills and apply this to the work
delivery Applies a combination of common sense
and innovative thinking to problem resolution
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LeJean Coetzee
Chief Operating Officer Valuation Committee
Chairman FMG (Malta) Ltd.
Career Achievement-
Chief Operating Officer Valuation Committee
Chairman March 2017 Current FMG (Malta)
Ltd. Sliema, Malta Performance Analyst
April 2012 May 2014 NN Investment
Partners(ING Investment Management) The Hague,
The Netherlands Associate Financial Accountant
Jan 2010 March 2012 NN Investment Partners
(ING Investment Management) The Hague, The
Netherlands Fund Administrator Sept 2007
Sept 2009 TMF Fund Services Rotterdam, The
Netherlands
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LeJean Coetzee
Chief Operating Officer Valuation Committee
Chairman FMG (Malta) Ltd.
Qualifications, Skills and Interests-
Current studies CFA Institute Certificate in
Investment Performance Measurement (CIPM), Expert
level Candidate Developer University
.NET Development, C Programming, SQL Server
Management   Previous studies The Hague
University Bachelor of Business
Administration Sept 2002 Nov 2006 Bachelor with
Honours BBA in International Business
Management Studies BAA Specialisation Treasury
Management   The University of Adelaide Corporate
Accounting III Feb 2005 July 2005   Werda
High School National Senior Certificate Jan
1992 Oct 1997 Interests Paragliding, Rugby,
Golf
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LeJean Coetzee
Chief Operating Officer Valuation Committee
Chairman FMG (Malta) Ltd.
Blogs-
https//lejeancoetzee.blogspot.com/ https//leje
an-coetzee.tumblr.com/ https//lejeancoetzee.wor
dpress.com/