South Africa Job Openings
Sanlam
Portfolio Manager: Implemented Consulting
FULL TIME
October 30, 2024
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 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.
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 portfolio’s 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.Bus Sci, 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 orientated – 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. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
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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