Investment Research Analyst(Sandton) at Sanlam Group

Overall purpose of the role

• Research analyst role within an experienced and dynamic investment consulting team. To be working under supervision/guidance of a Senior, supporting Economic, Asset Manager and Retirement industry related investment research. Must be able to operate independently on concurrent quantitative and qualitative projects.

Key Responsibilities

• Keep abreast with the regulatory & economic environment as it impacts client portfolios
• Keen understanding of the asset manager landscape in South Africa (and offshore would be a plus).
• Actively participate in team discussions and investment decision making.
• Run quantitative and qualitative analysis on current client portfolios and assess areas for improvement. Assess impact and implementation of market or regulatory changes on client portfolios
• Create efficiencies in legacy processes where possible
• Ability support senior investment consultants in ensuring that clients are adequately serviced
• Technical excellence in servicing corporate clients
• Embodying principals of Treating Customers Fairly
• Facilitating and coordinating work between internal departments
• Self-development
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks

Qualification and Experience

• Bachelor’s Degree/ Advanced Diploma/ Post Graduate Certificate/ B-tech
• Investment related degree with further studies
• CFA would be a plus
• Minimum of 3 years Investment related Experience is required

Knowledge and Skills

• Understanding of economics, investments and wider financial services industry to client needs
• Report writing capability
• Presentation skills
• Accountable/ Trusted
• Curiosity
• Independent/ Self Starter
• Hungry for growth
• Respected by clients & colleagues
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint), exposure to Morningstar is a plus.

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

Personal Qualities

• Organisational Savvy – Maneuvering comfortably through complex policy, process and people related organizational dynamics.
• Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
• Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
• Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.
• Displays Care – Showing care and consideration to our clients that extends beyond professionalism.