Junior Investment Operations Specialist

2 weeks ago

Cape Town, Western Cape, South Africa Sanlam Full time

Who we are?

Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients' best interests and have a positive impact on society. Backed by the Sanlam Group's balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Investments
Sanlam Investments is one of South Africa's largest black-owned, sustainability-driven asset managers. With over R1 trillion in assets under management across both our retail and institutional businesses, our high-quality investment solutions are differentiated and competitive within a changing asset management landscape.

We leverage a wealth of expertise across active management, index tracking, alternative investments, responsible investing, multi-management and international investments to create sustainable portfolio solutions for you.

At the heart of our journey is our commitment to creating long-term sustainability for South African investors, our economy, our business and future generations. Sustainability is well embedded in our DNA: we invest in people and we measure our success by the positive impact we have on people, communities and the planet.

What will you do?

The candidate will be responsible for day to day support and execution of internal and external investment manager activities. The primary function will consist of investment operations duties such as the unlisted loan process and management reporting. The candidate, whilst needing to be able to cope with shifting priorities, will need to ensure adherence with processes and rules. The position requires someone who is organised and self-disciplined, is inclined towards numerical problem solving and has an eye for detail.

Key Responsibilities:

Manage our internal book for unlisted loans – Encompass engagement with credit managers, agents, and back office. Included is allocations and payments as well as query resolution thereof. Managing of credit manager relationship. Determine efficiencies and improvements in processes. Query management and resolution – Maintain a high level of turnaround times for query resolution. Back up to other team members. Performs all the necessary administrative tasks required as indicated above, but not limited to.

Qualification and Experience

Commerce degree or relevant tertiary financial qualification (NQF6 / NQF7) Relevant computer skills - Medium to advance excel level

Knowledge, skills and attributes

Service delivery - Maintains a high standard of service with both internal and external clients. Communication - Maintains a high quality of written and verbal communication across all platforms. Teamwork and collaboration - Supports colleagues as well as business in collaboration efforts to achieve results. Ownership and initiative - Takes ownership in area of responsibility. Adaptability and flexibility – Willing to accept changing priorities and work patterns when required. Dependability and a strong work ethic Enthusiasm – Displays drive and energy High attention to detail is critical. Self-starter. Professional. Ability to view transactions and processes from a high level to identify gaps/risks Efficient process driven. Problem solving and innovation. Relationship management and networking with stakeholders and service providers.

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

Collaborates - Contributing independentlyCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyBeing resilient - Contributing independently

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.

To be considered for the above opportunity please upload your detailed CV on or before 25 June 2024.

Please note that if you have not been contacted within two weeks after the closing date your application has been unsuccessful.

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