Junior Manager Research Analyst - Cape Town, South Africa - Sanlam

    Sanlam
    Sanlam Cape Town, South Africa

    3 weeks ago

    Sanlam background
    Description

    Who are we?

    Sanlam Investments Multi Manager researches, identifies, blends and manages portfolios that give you access to the best investment managers, with the aim of achieving the best possible returns at the appropriate level of risk. We design and blend unique portfolios based on a deep understanding of our clients' investment aims and a fundamental insight into how they perceive risk. By developing a mutual understanding of their investment aim and philosophy we are able to assist them in achieving their investment goals in the long run.

    Sanlam Investments:

    We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth.

    Sanlam Investments is one of South Africa's largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger institutions. Our comprehensive investment offerings include both passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds along the asset class and risk/return spectrum.
    Our investment options include passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds.

    Sanlam Investments: Multi Manager

    Access an ideal combination of the best managers to meet your needs. Sanlam Multi Management International (SMMI) researches, identifies, blends and manages portfolios that give you access to the best investment managers with the aim of achieving the best possible return at the appropriate level of risk. We design and blend unique portfolios for clients, based on a deep understanding of their investment aims and a fundamental insight into how they perceive risk. By developing a mutual understanding of their investment aim and philosophy, we are able to assist them to achieve their investment goals in the long run. What sets us apart as an investment manager is the way in which we integrate disparate information into a cohesive whole and tilt our clients' portfolios to take advantage of this. We focus on providing a multi-management capability rather than an administrative platform. When it comes to constructing portfolios, we consider:

  • Who the skillful managers are to meet specific mandates
  • Portfolio construction techniques to take advantage of this integrated view
  • The current market and economic environment and how this may change in future
  • Value for money – our long track record and scale enables us to negotiate favourable fees

    • Responsibilities will include:

  • Researching managers and their capabilities
  • Compiling research reports and notes
  • Ensuring that good collateral is available for use within the investment team and to clients
  • Working with portfolio managers to improve outcomes from a manager selection perspective
  • Contribute to the construction of the buy list of managers
  • Continual update of SMMI manager research tools and databases

    • Experience and qualifications

  • Appropriate undergraduate degree
  • Post graduate degree, CFA, CAIA or other would be advantageous
  • 0 – 5 years' experience

    • Technical Competencies

  • Experience in multi manager research
  • Morningstar and Barra experience (preferred not required)
  • Excel

    • Core Competencies

  • Cultivates Innovation – Creating new and better ways for the organisation to be successful
  • Client focus – building strong client relationships and delivering client centric solutions
  • Drives results – consistently seizing opportunities and achieving results even under tough circumstances
  • Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
  • Being Resilient – rebounding from setbacks and adversity when facing difficult situations

    • Behavioural Competencies

  • Business Insight – applying knowledge of business and the marketplace to advance the organizations goals
  • Action Orientated – Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
  • Manages Ambiguity – Operating effectively even when things are not certain or the way forward is not clear
  • Communicates Effectively – developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences

    • 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    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.