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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
Read more about this company
Who we are?
Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.
We take particular pride in:
• Sanlam’s longevity and innovation
• People, teamwork and values
• A culture of diversity and commitment to growing our own timber
• Our robust, tested and proven pragmatic investment process and philosophy
Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style.
What will you do?
The Reporting Specialist will be responsible for providing reports on key metrics to enable to the Institutional team to deliver excellent service backed with quality information.
Responsible for developing of reports which will include:
Client SLA reporting
Regulatory reporting
Oversight of fund performance and fees
Profitability reporting
Ad Hoc Client requests
Prepare and maintain fund database from which fund performance and holdings for clients may be derived
Coordinate with various internal and external teams to ensure all data is collated, checked and delivered per internal SLAs in order to meet reporting deadlines
Identify and escalate possible issues in data accuracy and presentation of client report
Assist in process, innovation and data improvement projects
Respond to inquiries, on both a recurring and ad hoc basis related to reporting and fund data.
What will make you successful in this role?
Relevant tertiary qualification (BCom/ BBusSci or similar)
A minimum of 2 years’ experience within the Financial Services industry
Knowledge and understanding of financial markets legislation such as CISCA, BN90, BN 52 and Regulation 28, etc. would be beneficial
Excellent Microsoft Skills
Morningstar experience would be advantageous
Qualification and Experience
Degree or Diploma with 2 to 5 years related experience.
Knowledge and Skills
Personal Attributes
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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
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.
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 ensure 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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