Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.
What will make you successful in this role?
The Research and Investment Analyst will perform in-depth investment research, project tasks and provide a high standard of client service, sales support, and presentations to intermediaries and the Glacier Business Development team. The Research and Investment Analyst, in conjunction with the Senior analyst, will also have the opportunity to take responsibility of certain model portfolios.
What will you do?
The Research and Investment Analyst will be responsible for fund research and general investment research, client service and investment support, sales support, investment reporting and publications, presentations within the business and external.
Key outcomes
The following outcomes will be expected to be achieved by the Research and Investment Analyst:
Thoroughly manage research, understand and explain collective investment schemes (including ETF's, Retail Hedge Funds and offshore funds) performance, positioning and mandates.
Glacier Research investment publications and reporting.
General investment research and thought leadership: Analyse, interpret and disseminate market and economic information. Initiate research on current investment-related topics.
Client service queries.
Glacier Research administration responsibilities.
Provide general investment support (including presentations) to internal Glacier business units.
Provide general investment support to intermediaries.
Provide general investment and administration support to Glacier Consulting.
Write articles on research/ industry/ investment topics in English.
Assist with the maintenance of Glacier's proprietary research and investment tools.
Ad hoc projects.
Qualifications and experience
Quantitative and qualitative manager research experience.
Relevant Honours Commerce qualification.
At least CFA Level 1 or equivalent, with higher level qualification beneficial.
Relevant experience in a retail financial environment would be an advantage.
Computer skills: MS EXCEL; MS WORD, Morningstar.
Knowledge of economic principles and retail financial environment.
Be willing to travel nationally if required.
Part of the interview process will be to write an investment related article and complete a case study.
Competencies
Client focus.
Cultivates innovation.
Collaborates.
Being resilient.
Drive results.
Excellent written and critical thinking skills.
Initiative and innovative/ function independently.
Analytical thinking and problem solving.
Proven decision-making skills.
Relationship Building Skills.
Attributes
Positive, enthusiastic attitude.
Teamwork.
Ability to work under pressure.
Honesty, integrity and respect.
Self-starter and self confidence.
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. 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.
Core Competencies
Cultivates innovation.
Customer focus.
Drives results.
Collaborates.
Being resilient.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Closing Date: 22 September 2023
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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