Senior Research and Investment Analyst

2 weeks ago

Tygervalley, South Africa Sanlam Full time

**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?**
- Job purpose- The Senior Research and Investment Analyst will perform in-depth and quality investment research, with a particular focus on investment solutions. This includes but is not limited to manager research, 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 cross-functional 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.- Key outcomes- The following outcomes and responsibilities are expected:
- In depth manager research
- Assisting in driving the overall Glacier Manco value proposition.
- Contributing to and the positioning of the Glacier Invest and Consult offering.
- Contributing to and the positioning of Life investments.
- Driving successful investment thought leadership.
- Presenting relevant topics to intermediaries.
- Quality market research within the team.
- Enhancement and improvement of the overall research process.
- Coaching and training of the investment and junior analysts.
- 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
- The Senior Research and Investment Analyst will perform in-depth 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 cross-functional 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?**
- Qualifications and experience- Relevant financial post-graduate qualification (CFA3 an advantage),
- Asset manager research experience is important.
- 3-5yrs relevant experience in the retail financial and investment environment.
- Strong presentation skills.
- Portfolio construction will be an 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 decision-making skills
- Strong communication skills (Verbal and Written) in English
- Attributes- Team-player
- Positive and enthusiastic
- Ability to work under pressure
- Honesty, integrity and respect
- Self-starter with self-confidence
- To apply-
**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 ca

  • Research and Investment Analyst

    1 day ago

    Tygervalley, South Africa Sanlam Full time

    **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...

  • Client Research Analyst

    10 hours ago

    Tygervalley, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Esg Analyst

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Esg Engagement Specialist

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Anti-money Laundering Analyst

    1 day ago

    Tygervalley, South Africa Sanlam Full time

    Job Purpose The primary purpose of the Anti-Money Laundering Analyst is to develop the capability to address party due diligence in a manner that will enable the business to meet the requirements of AML/CFT standards, and other regulatory requirements that expressly or implicitly require such due diligence prior to transacting and during the course of the...

  • Head of Hedge Funds

    6 days ago

    Tygervalley, South Africa Sanlam Full time

    **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...

  • Risk Analyst

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Functional Analyst Ii

    2 days ago

    Tygervalley, South Africa Full Circle Resourcing Full time

    Our client requires the services of a **Functional Analyst II (POS and LPRO)** **POSITION**: Contract/Fixed Term (12 months) **COMMENCEMENT**: As soon as possible. **REQUIREMENTS** The purpose of this role is to ensure that efficient and cost-effective business solutions and processes are in place to address business needs/requirements. The role...

  • Data Scientist

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Senior Communication Centre Consultant

    1 day ago

    Tygervalley, South Africa Sanlam Full time

    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...

  • Client Service Consultant Operations: Claims

    1 week ago

    Tygervalley, South Africa Sanlam Full time

    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...

  • Business Development Support Specialist: Financial

    1 day ago

    Tygervalley, South Africa Sanlam Full time

    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...

  • Party Due Diligence Consultant

    10 hours ago

    Tygervalley, South Africa Sanlam Full time

    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...

  • Actuarial Specialist

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Sanlam Corporate Investments is a leading provider of investment and retirement fund solutions for Corporates and Retirement Funds. The team specialises in pre - and post-retirement investment solutions, including annuities, smoothed bonus portfolios, pooled and tailored investment solutions. Sanlam Corporate Investments is passionate about...

  • Head of Infrastructure and IT Operations

    7 days ago

    Tygervalley, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Communications Specialist

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Company Secretary

    1 day ago

    Tygervalley, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Client Service Consultant Gi

    2 days ago

    Tygervalley, South Africa Sanlam Full time

    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...

  • Client Relations Consultant

    5 days ago

    Tygervalley, South Africa Sanlam Full time

    **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...

  • Derivatives Structurer

    6 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Sanlam Specialised Finance (SanFin) is responsible for creation of shared value for Sanlam, its shareholders, policy holders, and societies with in which it operates by managing financial risk, developing financial products, and balance sheet optimisation, pursuing investments and financing opportunities in assets, sectors, markets,...