Staff member profile – Refiloe Modise

STAFF MEMBER PROFILE

When did your interests in financial markets start? My interest in the financial markets was shaped by early exposure to finance through various family members' career choices. This influence laid the foundation for my fascination with the financial world. Participating in job vacation programmes helped refine my interest in finance while revealing my lack of interest in accounting. My curiosity was further ignited by watching movies like "The Big Short" and various financial documentaries that offered a gripping portrayal of the complexities and dynamics of the markets. These experiences collectively fuelled my passion for understanding and navigating the financial landscape.

When did your interest in financial markets start?

My interest in the financial markets was shaped by early exposure to finance through various family members’ career choices. This influence laid the foundation for my fascination with the financial world. Participating in job vacation programmes helped refine my interest in finance while revealing my lack of interest in accounting. My curiosity was further ignited by watching movies like “The Big Short” and various financial documentaries that offered a gripping portrayal of the complexities and dynamics of the markets. These experiences collectively fuelled my passion for understanding and navigating the financial landscape.

What did you study and why?

I pursued a Bachelor of Business Science, majoring in Finance and Accounting. While I enjoyed the subject of accounting, I was particularly drawn to the diverse opportunities that finance offered. I am currently pursuing a Master’s in Business Analytics at the University of Bath. I chose this program to effectively combine my interests in finance and data analysis. Recognizing the pivotal role data plays in decision-making, I aimed to deepen my understanding of how data is used to inform and shape financial strategies. Additionally, staying abreast of the latest tools and software is crucial for me to add value to my team and firm, enhancing our analytical capabilities and overall performance.

What do you think equips you to do this job properly?

My educational background, paired with my commitment to advancing my analytical skills, equips me to do my job as a Fixed Income Analyst properly. The foundation built from my Bachelor’s degree, combined with the advanced skills I am gaining through my Master’s, enables me to blend financial expertise with modern data analysis techniques. This unique skill set allows me to delve deeply into the various elements that influence market conditions and economic trends. I am confident that these capabilities enable me to effectively analyse fixed income market movements and financial outcomes through various economic cycles.

What do you love about investing?

I love investing because it combines intellectual challenge with the opportunity to make a tangible impact. The process of analysing market trends, evaluating data, and modelling future expectations is both stimulating and rewarding. The ever-evolving nature of financial markets ensures that there is always something new to learn, keeping me engaged and passionate about my work.

What do you find the most challenging part of your role to be?

Balancing the need for thorough analysis with the goal of deriving positive outcomes or returns can be challenging, but it also makes the work incredibly dynamic and engaging.

Why do you think clients will do well at Northstar and First Avenue?

The companies share a unified culture, vision, and goals. Both firms are known for their hardworking teams and collective commitment to excellence. This shared ethos fosters collaboration and innovation, ensuring that clients benefit from a cohesive and dedicated approach to asset management. The synergy between the two firms enhances their ability to deliver superior financial performance and personalized service, ultimately providing clients with a stronger, more reliable investment experience.