Junior Manager Research Analyst (FTC) at Sanlam Group

Duties & Responsibilities

• Assist with manager research analysis of traditional and alternative asset classes, predominantly domestic but also global, including both qualitative and quantitative analysis.
  • The role includes assistance in engaging with and researching fund managers in order to assess their skill, monitoring fund managers in which SI: MM is already invested, and the drafting of research reports and other analytical reports which are used by the internal and external stakeholders (clients) of the firm.
  • Analysis includes collecting information from fund managers and utilizing that information to describe and assess the fund managers' method of asset management, as well as developing critical insights about the managers and their methods. This analysis is both qualitative and quantitative in nature.
• Assist senior analysts with data collection and analysis and investment-related administrative tasks.
• Provide general investment support to the internal and external clients of the firm in any way that maintains and enhances the client experience.
• Contribute to general investment and research debate.
• Initiate research on current investment-related topics and write articles on research / industry / investment topics.

What will make you successful in this role?

Experience & Qualifications

• Appropriate undergraduate degree
• Post graduate degree, CFA, CAIA, or other

Technical Competencies

• Experience in multi manager research (preferable)
• Morningstart and Barra experience (preferred, not required)
• Excel

Qualification And Experience

• BCom, CFA, CA with 2 to 3 years related experience.

Knowledge And Skills

• Company research and analysis/fixed interest/alternative investments/property
• Rank companies within industry
• Stock Value Projection and performance variances
• Recommendations and presentation of results
• Financial Modelling

Personal Attributes

• Self-development - Contributing independently
• Decision quality - Contributing independently
• Financial acumen - Contributing independently
• Business insight - Contributing independently