Simeka: Investment Research Analyst

4 months 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 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.**What will you do?**- Motivate optimal asset allocations, and asset manager combinations across a range of portfolios. Opportunity to work closely with investment consultants and analysts to improve decision-making and impose quantitative and qualitative rigour on investment process.**Key Responsibilities**
- Drive the evolution of a robust quantitative and qualitative capability.
- Engage with asset managers to provide solutions in portfolios.
- Drive the asset allocation framework including SAA and tactical bands, and consideration of new asset classes and investment strategies.
- Maintenance of and enhancements to quantitative tools, databases, systems and methodologies to stress test and improve manager selection, asset allocation and portfolio construction.
- Development and enhancements to the Quants framework to effectively deal with strategic initiatives within the team and the broader business.
- Actively participate in team discussions and investment decision making, bringing quantitative rigor and challenging qualitative views and biases.
- ESG knowledge and experience:

- Assess managers ESG policies and process
- Understand ESG risks within portfolios
- Monitor past investments from an ESG perspective in order to ensure that the primary fundamentals have not changed
- Build ESG framework for Consulting purposes
- Develop ESG scorecards, ratings and rankings for companies based qualitative and quantitative analysis
- Possess the ability to objectively view investment opportunities from a sustainable, moral and transparent perspective. Evaluate company performance against ESG criteria, including climate change, human rights, labour practices, diversity, corporate governance and sustainability reporting
- Self-development
- Ensure that standard procedures, practices and client servicing are maintained and adhered to
- Risk awareness and the management of these risks
- Awareness of regulatory legislation and developments within the industry

**Qualification and Experience**
- Relevant bachelor's degree - bachelor’s degree majoring in Finance, Economics or Actuarial Science (Hons). Stats/Math’s Degree.
- CFA advantageous
- Minimum of 3-5 years Asset Management/Investment experience
- Excellent quantitative and manager research skills that have been honed in an asset management/multi-management environment.
- Practical knowledge of optimization techniques and modelling. Background in any actuarial or statistical modelling.
- Previous working experience in a multi-manager or single manager environment.
- Skills in identifying underlying managers/strategies for portfolio construction to achieve robust outcomes.

**Knowledge and Skills**
- Knowledge of investment products/asset classes and wider Investment services industry and process.
- Computer literate with proficiency in Microsoft Office (Word, Excel, PowerBI, Macros and PowerPoint)
- Intermediate/Advanced programming and modelling skills (R, Python)
- Systems knowledge and experience (Morningstar, MSCI Barra, Bloomberg, Iress)
- Self-starter
- Excellent and strong writing and communication skills

**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, even under tough circumstances.
- ** Collaborates** - Building partne

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