Senior Research and Investment Analyst at Sanlam Group

What will make you successful in this role?

The following outcomes and responsibilities are expected:

• Assisting in driving the overall Glacier Manco value proposition.
• Contributing to and the positioning of the Glacier Invest offering.
• Contributing to and the positioning of the Glacier International offering
• Contributing to and the positioning of Life investments.
• Driving successful investment thought leadership.
• Presenting relevant topics to intermediaries.
• Quality research within the team.
• Enhancement and improvement of the overall research process.
• Coaching and training of the investment and junior analysts.
• Driving the FSP Category II value proposition in conjunction with Glacier Consulting.
• Specialist sales and distribution support.
• Specialist client services support.
• Teamwork.
• Leadership and being comfortable with complexity and ambiguity in a business environment.
• Domestic and international travel.
• Ad hoc projects

Qualifications and experience:

• Relevant financial post-graduate qualification (CFA3 an advantage),  
• 2 - 3yrs relevant experience in the retail financial and investment environment. Asset manager research and/or financial planning.
• Strong presentation skills.
• Previous manager research and portfolio construction will be a definite advantage
• Knowledge of linked investment service provider (LISP) products.
• Knowledge of Glacier International, its product set and value proposition.
• Knowledge of Glacier, Sanlam Retail Affluent Business cluster and Sanlam Investments.
• Previous experience of managing / leading teams will be beneficial.
• Advanced MS Excel capability.
• Knowledge of investment and economic principles.
• A valid driver’s license.

Competencies/ Skills;

• Client focus
• Cultivates innovation
• Collaborates
• Being resilient
• Ability to deal with complexity and ambiguity
• Ability and willingness to lead
• Drive results 
• Analytical thinking and problem solving
• Proven decision-making skills
• Strong communication skills (Verbal and Written) in English

Attributes:

• Positive and enthusiastic
• Team-player
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter with self-confidence

Qualification and Experience

• Degree with 3 years experience.
• Knowledge and Skills
• Research studies
• Statistical analysis and data of sales and marketing performance
• Reporting and administration