Simeka: Investment Administrator

2 weeks ago

Sandton, South Africa Sanlam Full time
Who are we?


Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa.

Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees.

We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members.

We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.

We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent.

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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

What will you do?

To provide administrative tasks that support the investment consulting function and the production of investment reports.
Key Responsibilities

Interact with investment managers and/or platforms to obtain relevant investment and compliance information for client reporting.
Perform reasonability checks on data received to assure quality of investment reporting.
Compile and ensure accurate delivery of investment reports according to set service levels.
Manually calculate benchmark and performance returns.
Assist with client and investment manager onboarding, review of service level agreements and the design of investment reporting templates.
Update the investment reporting system and excel files with client investment information and market data.
Maintain the electronic database structure with information pertaining to clients' records.
Provide operational support on the implementation of investment strategies.
Assist in managing team initiatives and execution of ad hoc projects.
Enhance a closer relationship with internal and other stakeholders
Qualification and Experience

Bachelor's Degree or Diploma equivalent to NQF Level 6

  • 4 years operations experience in the asset management industry Knowledge and Skills
Investment analysis
Relationship management
Advanced Excel and MS Word skills (PC literacy tests may be conducted on MS Word and Excel packages)
Working knowledge of Morningstar or other investment reporting tools is advantageous Behavioural Competencies

Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
Courage - Stepping up to address difficult issues, saying what needs to be said.
Manages Complexity - Demonstrated ability and proven record to make complex decisions.
Ensures Accountability - Holding self and others accountable to meet commitments.
Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals
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 and meets deadlines, 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. Turnaround time

The Sanlam Group is committed to achieving transformation and embraces diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.

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