Investment Research Analyst

2 weeks ago

Sandton, South Africa Sanlam Full time

About Sanlam Corporate
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 believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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. Overall purpose of the role
Research analyst role within an experienced and dynamic investment consulting team. To be working under supervision/guidance of a Senior, supporting Economic, Asset Manager and Retirement industry related investment research. Must be able to operate independently on concurrent quantitative and qualitative projects. Key Responsibilities
Keep abreast with the regulatory & economic environment as it impacts client portfolios
Keen understanding of the asset manager landscape in South Africa (and offshore would be a plus).
Actively participate in team discussions and investment decision making.
Run quantitative and qualitative analysis on current client portfolios and assess areas for improvement. Assess impact and implementation of market or regulatory changes on client portfolios
Create efficiencies in legacy processes where possible
Ability support senior investment consultants in ensuring that clients are adequately serviced
Technical excellence in servicing corporate clients
Embodying principals of Treating Customers Fairly
Facilitating and coordinating work between internal departments
Self-development
Ensure that standard procedures, practices and Client servicing are maintained and adhered to
Risk awareness and the management of these risks Qualification and Experience
Bachelor’s Degree/ Advanced Diploma/ Post Graduate Certificate/ B-tech
Investment related degree with further studies
CFA would be a plus
Minimum of 3 years Investment related Experience is required
Knowledge and Skills
Understanding of economics, investments and wider financial services industry to client needs
Report writing capability
Presentation skills
Accountable/ Trusted
Curiosity
Independent/ Self Starter
Hungry for growth
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

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