Intelletto.ai — Sidecar Lens (Candidate Dashboard) • Gerrit Heyns

Sidecar Lens Candidate: Gerrit Heyns

Financial Advisor — Institutional & Impact EM Equities • ESG/Reporting • DLT/RegTech Cape Town
Role Fit
Financial Advisor (Institutional & Impact)
Purpose: quick signal to prioritize candidate review.
Role Compatibility Score
83
Fit for Financial Advisor (Institutional & Impact)
Culture Fit
88
Provisional — Endorsements & public profile only
Completeness Index
90%
After Data Fusion enrichment incl. endorsements
Confidence
0.55
Source mix lacks references/interview notes

Recent Signals

  • Real‑economy payments rail: eZAR (ZAR‑denominated stable instrument) cited in fuel‑sector settlement network with processors/partners.
  • Policy engagement: Supports IDV cost reform; aligns with SARB/BIS TechSprint themes (digital ID, credit portability, fast‑payments fraud).
  • Tokenization momentum: Commentary on tokenized money‑market and regulated delivery with banks/custodians.
  • ESG data quality: Enduring emphasis on operational resource‑efficiency vs. modeled Scope‑3 estimates.

JD Alignment — Financial Advisor (Institutional & Impact)

  • Institutional EM growth: Troika/J.P. Morgan/Lehman distribution; Osmosis co‑founder.
  • ESG/reporting credibility: IRI trustee; resource‑efficiency investing.
  • DLT/regulatory familiarity: Executive chair at BMA; crypto/DLT compliance advisory.
  • Systems & comms: Board‑level presentations, thought leadership.
  • Africa/EM networks: 17Africa/DFI and policy relationships.
Institutional origination
EM allocators/DFIs, policy forums High
ESG & reporting
Resource‑efficiency, IRI trustee High
DLT/regtech
Policy & advisory exposure Med–High
Retail/HNW planning
Team CFP coverage Medium
Licensure
Staged authorization plan Medium

Data Fusion

Unified Record
LinkedIn, trustee/board roles, publications, Osmosis/17Africa/BMA
External Signals
Endorsements (Systems Thinking, Equity Sales, ESG, DLT); media interviews; op‑eds
Normalization
Titles and skills taxonomy‑mapped; organizations standardized
Trust Indicator
High
  • Unified endorsements, board/trustee roles, and publications
  • No conflicting identity artifacts after merge
  • Added op‑eds/interviews; ESG reporting ties; DLT/regulatory advisory signals
  • Institutional growth history (EM distribution, AUM scale)
  • Licensure details not explicit; verify on shortlist
  • DLT delivery to be scoped with regulated partners

Why this score?

  • Institutional EM Growth (92) — equity sales leadership, allocator access, board influence.
  • ESG & Reporting (85) — resource‑efficiency thesis; IRI trustee; decarbonization signals.
  • DLT & RegTech (83) — policy/advisory roles; live payments/tokenization activity.
  • Systems & Communications (90) — systems thinking, board‑level comms, written/oral.
  • Retail Planning (40) — addressed via team-based CFP model.
  • Licensure (60) — staged plan, confirmation pending.

Methodology: weighted blend of JD dimensions; signals fused from endorsements, roles, and public posts; confidence upweighted by cross‑source agreement. Provisional label remains until references/interview notes are captured.

Culture Fit (Provisional — Endorsements)

  • One Team — 90/100 dignity trust low ego
  • Re‑imagine It — 88/100 innovation data‑driven
  • Own It — 89/100 delivery quality
  • Inspire Growth — 86/100 mentoring convening
  • Keep it Real — 90/100 clarity governance
  • Do it with Heart — 84/100 inclusion public good

Confidence: Medium‑Low (endorsements & public profile only; references/interview notes pending).

Culture Signals Heatmap (Endorsements × Dimensions)

Filled cell = anonymized endorsement explicitly supports that dimension

Comparator — Financial Advisor (Institutional & Impact)

Non‑negotiables
Institutional EM experience; ESG/reporting credibility; board communications
Preferred
DLT/regtech familiarity; Africa/EM network depth
Gap prompts
Retail/HNW planning depth; licensure specifics

External Signals

  • Op‑eds & interviews on resource‑efficiency & responsible investing
  • Trustee/board roles (IRI; Osmosis)
  • Digital rails initiatives (stable instrument, tokenization pilots)

Recruiter Timeline

Today
Updated Role Fit to 83% based on recent signals; Culture Fit set to provisional (endorsements‑derived)
-1d
Endorsements/skills ingested and normalized; heatmap rebuilt
-3d
Publications and trustee/board roles linked; JD alignment created

Audit & Compliance

  • Snapshot ID: SL-FA-2025-09-20-R2
  • Models and prompts versioned; human‑in‑the‑loop override log enabled
  • Data minimization: personal attributes excluded; lawful basis recorded

Recruiter Notes

  • Position for institutional/DFI/family‑office mandates; not retail planning.
  • DLT pilots via regulated partners; confirm license pathway.
Intelletto.ai — Sidecar Lens UI mock for Gerrit Heyns. Replace placeholders with live pipeline values as data arrives.