Head of Performance

2 weeks 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
- People, teamwork and values
- A culture of diversity and commitment to growing our own timber
- Our robust, tested and proven pragmatic investment process and philosophy

Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager - both locally and internationally. Our active funds range are managed according to our pragmatic value investing style. Sanlam Investments:
We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth.
Sanlam Investments (SI) 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 active solutions (equities, fixed interest, balanced and absolute), indexation solutions (index tracking and factor-based solutions), alternatives (private equity, private debt, infrastructure and direct property), and multi-managed products.

**Purpose of the role**:
Heads up the Performance and Attribution function within Sanlam Investment Group. The Performance and Attribution team calculates performance returns for portfolios and benchmarks and undertakes analysis to explain the contributors to, and detractors from, excess performance. Multiple business units within Sanlam Investment Group are supported by this team. This individual will represent the team on different platforms within the company and serve on Industry working groups representing Sanlam Investments. Key responsibilities:
Manage the Performance and Attribution team
Management oversight on all output
Performance and attribution reporting to internal clients
Sign-off performance fees
Liaise with the Administrator on operational issues
Analyse tax differences between portfolios and benchmarks
Represent Sanlam Investments on industry working groups

**Minimum requirements**:
Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc)
Relevant postgraduate qualification would be advantageous (e.g. CFA, CIPM)
At least 10 years’ experience in institutional asset management, with middle office experience being an advantage

**Strong understanding of**:
the corporate landscape, service providers and key needs of retirement and retail funds
portfolio management and risk processes
alternative attribution processes including bond attribution and factor analysis
corporate events and the impact on performance
cashflow analysis and the impact on performance
derivatives and cash offsets
Global Investment Performance Standards (GIPS)

**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 Compentencies**:
Organisational Savvy - Manoeuvring comfortably through complex policy, process and people-related organizational dynamics
Manages Complexity - making sense of complex, high quantity and sometimes contradictory information to effectively solve problems
Plans and Aligns - planning and prioritizing work to meet commitments aligned with organizational goals

**Functional Competencies**: Analytical People skills Problem Solving Communication including reporting Error trapping and resolution
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. 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 ensure 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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