Simeka - Investment Consultant: Research (JHB) at Sanlam Group

What will you do?

• Accountable for a portfolio of institutional investment consulting clients and plays a pivotal role in driving investment research for the team. Must operate independently on most clients in the portfolio.

Key Responsibilities

Work with Principal/Senior to provide innovative, competent investment advice to a large portfolio of clients:

• Provide innovative input into client portfolios on portfolio construction, including strategic asset allocation and asset manager selection.
• Perform quantitative analysis on client portfolios for the Principal/Senior consultants to be able to provide appropriate advice on client portfolios, including performance monitoring.
• Quantitative investment scenario analysis
• Assist with agendas and minutes on large clients as required

Quantitative and qualitative investment research for the team and report writing:

• Strategic asset allocation modelling to consider asset allocation on an efficient frontier.
• Quantitative and qualitative asset manager research
• Collaborate with other parts of the wider Sanlam group on general investment, market and economic research.
• Create and manage various templates and perform relevant analysis in Morningstar Direct and other relevant research systems
• ESG analysis as required
• Build complex excel templates for detailed investment performance analysis and portfolio construction scenarios
• Write qualitative and quantitative due diligence reports
• Provide strategic input to the team on various investment matters

Qualification and Experience

• Relevant degree and/or Post Graduate qualification e.g. B.Com Investments, Econometrix, B.Bus.Sci, B.Sc Maths/Stats, CFA or similar.
• Minimum 5 years of relevant experience working in Investment Consulting, Client Portfolio Management or similar investment-related experience.

Knowledge and Skills

• Apply deep understanding of investments to client needs.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)

Behavioural Competencies

• High level of Integrity
• Reliable
• Trustworthy
• Ambitious
• Driven
• Confident 
• Curious

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.