Who are we?
Sanlam Investments: 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 Investments: Multi Manager Access an ideal combination of the best managers to meet your needs.
Sanlam Multi Management International (SMMI) researches, identifies, blends and manages portfolios that give you access to the best investment managers with the aim of achieving the best possible return at the appropriate level of risk.
We design and blend unique portfolios for clients, based on a deep understanding of their 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 to achieve their investment goals in the long run.
What sets us apart as an investment manager is the way in which we integrate disparate information into a cohesive whole and tilt our clients' portfolios to take advantage of this.
We focus on providing a multi-management capability rather than an administrative platform.
When it comes to constructing portfolios, we consider: Who the skilful managers are to meet specific mandates Portfolio construction techniques to take advantage of this integrated view The current market and economic environment and how this may change in future Value for money – our long track record and scale enables us to negotiate favourable fees Duties and Responsibilities: Business Development and Client dashboard target management / Business Intelligence Inputs for dashboards Monthly target reporting Internal flows External platform flows Invest Wrap MorningStar Smart Portfolio Client and Content Management Create a content management system Support business development managers Support various Multi Manager businesses and stakeholders General report management Provide business intelligence into distribution and asset management landscape, including idea generation and content themes as well as positioning angles.
Generate measurement and analytics of all content strategy outputs, events and distribution activities through Everlytics, or relevant analytical methods (CMS, surveys/feedback sessions Project management and co-ordination of all activities and stakeholders to enable execution of distribution and marketing activities Process Management Responsible for task management and implementation Provide feedback into the monthly product forum meeting on work streams (may include product launch process, content management system, LISP fund lists and CPD process for business development managers and investment committees) Projects Deliver and outline content and support to the propositions for the Multi Manager Business Projects Research Research and create ad-hoc presentations on topics of broad market interest to be used to present to clients.
Provide business intelligence into distribution and asset management landscape, including idea generation and content themes as well as positioning angles.
Experience and qualifications: The successful incumbent will have the following technical ability: MorningStar, PowerBi, MicroSoftOffice (Excel, PPT Programming skills would be advantageous.
Understanding of the industry and the ability to work well under pressure and run autonomously, Stakeholder engagement across all business levels Appropriate undergraduate degree (Business / Economics / Mathematics / Statistics, Quants) – minimum requirement Post graduate degree preferred.
Core Competencies: 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 Behavioural Competencies Business Insight – applying knowledge of business and the marketplace to advance the organizations goals Action Orientated – Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm Manages Ambiguity – Operating effectively even when things are not certain or the way forward is not clear Communicates Effectively – developing and delivering multi-mode communications that convey a clear needs of different audiences Technical Competencies Understanding of the financial and asset management industry Analytical and Logical in problem solving Strategic thinker Build 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 of achieving great things.
We pride ourselves in helping our employees to realise their worth.
Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
