Senior Research and Investment Analyst - Tygervalley, South Africa - Sanlam

Sanlam

Verified Company

Tygervalley, South Africa

1 week ago

Posted by:

Thabo Mthembu

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Description

Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs.

We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service.

We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.

Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions.

While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

The Senior Research and Investment Analyst will perform indepth and quality investment research, with a particular focus on investment solutions. This includes but is not limited to formulating and implementing solutions that will fit a particular client need, a high standard of client service delivery, sales support, and presentations both to financial intermediaries, media and the Glacier Sales and Distribution team. It is a crossfunctional investment specialist position with various investment and product set capabilities within Glacier across a wide variety of stakeholders. These stakeholders include Sanlam Retail Affluent (SRA), Sanlam Investments, financial intermediaries, direct clients, and the general media. This role will also specifically involve assisting the head of solutions.
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 postgraduate qualification (CFA3 an advantage),

- - 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 decisionmaking skills
Strong communication skills (Verbal and Written) in English
Attributes
Positive and enthusiastic
Teamplayer
Ability to work under pressure
Honesty, integrity and respect
Selfstarter with selfconfidence
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
Personal Attributes

Interpersonal savvy

Contributing independently
Decision quality
Contributing independently
Plans and aligns
Contributing independently
Business insight
Contributing independently

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.
Core Competencies

Cultivates innovation