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. Our investment options include passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds.
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. By developing a mutual understanding of their investment aim and philosophy we are able to assist them in achieving their investment goals in the long run.
What will you do?
This role will be responsible to meet with Independent Financial Advisors and model portfolio solutions, to build relationships with supporting divisions to support Discretionary Fund Management, and report back to Investment Management Committee Meetings. This role will be geared toward client engagement, which will involve local travel.
Ensuring client aspirations are understood and achieved
Building portfolios in order to meet client expectations
Leveraging off research platform within the team
Constructing and managing portfolios that meet the client's expectations
Regularly present formal research to the client
Provide 'alpha generating' input into the positioning of client portfolios-manager selection
Remain abreast of research developments in both Asset Manager (locally and internationally) as well as in the broker investment industry
What will make you successful in this role?
Qualifications & Experience
Undergraduate degree (B.Sc, B.BusSci, BCom)
Proven ability to present research
CFA/CFP would be advantageous
Asset Manager /Fund Research experience would be highly advantageous
Knowledge & Skills
Good understanding of:
Investment management industry
The Macroeconomic environment
Financial markets
Financial instruments (including derivatives)
Analytical and numerical skills with a proven ability to solve problems in a timely manner
Ability to produce written reports which clearly articulate the analysts research
Computer literate (MS Office- advanced, knowledge of VBA and/or other programming languages would be beneficial)
Personal qualities
Business Insight – applying knowledge of business and the marketplace to advance the organisation's goals
Financial Acumen – interpreting and applying understanding of financial indicators to make better business decisions
Decision Quality – making good and timely decisions that keep the organisation moving forward
Action oriented – taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
Build a successful career with us
We'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 of achieving great things. We pride ourselves in helping our employees to realise their worth.
Living up to our Group-wide core competencies, will help you achieve a successful career with us:
Cultivates Innovation – Creating new and better ways for the organisation to be successful
Client focus – building strong client relationships and delivering client centric solutions
Drives results – consistently seizing opportunities and achieving results even under tough circumstances
Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
Being Resilient – rebounding from setbacks and adversity when facing difficult situations
Our commitment to transformation
The 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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