Who are we? We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth.
Sanlam Investments is one of South Africa's largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger institutions. Our comprehensive investment offerings include both passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds along the asset class and risk/return spectrum.
Sanlam Investment Multi Manager
Sanlam Investments Multi Manager researches, identifies, blends and manages portfolios that give you access to the best investment managers, with the aim of achieving the best possible returns at the appropriate level of risk. We design and blend unique portfolios based on a deep understanding of our clients' investment aims and a fundamental insight into how they perceive risk.
This role will be responsible for meeting with Independent Financial Advisors and modeling portfolio solutions, building relationships with supporting divisions to support Discretionary Fund Management, and reporting back to Investment Management Committee Meetings. This role will be geared toward client engagement, which will involve local travel.
Key ResponsibilitiesEnsuring client aspirations are understood and achievedBuilding portfolios to meet client expectationsLeveraging off research platform within the teamConstructing and managing portfolios that meet the client's expectationsRegularly presenting formal research to the clientProviding 'alpha generating' input into the positioning of client portfolios-manager selectionRemaining abreast of research developments in both Asset Manager (locally and internationally) as well as in the broker investment industryWhat will make you successful in this role?Qualifications & Experience Proven ability to present researchCFA/CFP would be advantageousAsset Manager/Fund Research experience would be highly advantageousKnowledge & Skills Good understanding of the macroeconomic environmentAnalytical and numerical skills with a proven ability to solve problems in a timely mannerAbility to produce written reports that clearly articulate the analyst's researchComputer literate (MS Office- advanced, knowledge of VBA and/or other programming languages would be beneficial)Business Insight – applying knowledge of business and the marketplace to advance the organisation's goalsFinancial Acumen – interpreting and applying understanding of financial indicators to make better business decisionsDecision Quality – making good and timely decisions that keep the organisation moving forwardAction oriented – taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasmBuild a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development, and achieving great things. We pride ourselves on helping our employees realize their worth.
Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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