Portfolio Manager: Implemented Consulting at Sanlam Group

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 portfolio’s 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.BusSci, 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.