Research and Investment Analyst at Sanlam Group

What will make you successful in this role?

• The Research and Investment Analyst will perform in-depth investment research, project tasks and provide a high standard of client service, sales support, and presentations to intermediaries and the Glacier Business Development team. The
• Research and Investment Analyst, in conjunction with the Senior analyst, will also have the opportunity to take responsibility of certain model portfolios.

What will you do?

• The Research and Investment Analyst will be responsible for fund research and general investment research, client service and investment support, sales support, investment reporting and publications, presentations within the business and external.  

Key outcomes

• The following outcomes will be expected to be achieved by the Research and Investment Analyst. 
• Thoroughly manager research, understand and explain collective investment schemes (including ETF’s, Retail Hedge Funds and offshore funds) performance, positioning and mandates
• Glacier Research investment publications and reporting
• General investment research and thought leadership: Analyse, interpret and disseminate market and economic information. Initiate research on current investment-related topics
• Client service queries
• Glacier Research administration responsibilities
• Provide general investment support (including presentations) to internal Glacier business units
• Provide general investment support to intermediaries
• Provide general investment and administration support to Glacier Consulting
• Write articles on research/ industry/ investment topics in English
• Assist with the maintenance of Glacier’s proprietary research and investment tools
• Ad hoc projects

Qualifications and experience

• Quantitative and qualitative manager research experience
• Relevant Honours Commerce qualification
• At least CFA Level 1 or equivalent, with higher level qualification beneficial
• Relevant experience in a retail financial environment would be an advantage
• Computer skills: MS EXCEL; MS WORD, Morningstar
• Knowledge of economic principles and retail financial environment
• Be willing to travel nationally if required
• Part of the interview process will be to write an investment related article and complete a case study.