Trade Implementation Specialist

**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.

**About Sanlam Collective Investments**:
Sanlam Collective Investments (SCI) was established in 1967 as a full Sanlam subsidiary. Sanlam Collective Investments manages funds of about R280 billion on behalf of more than 250 000 investors. Other renowned financial services companies have also partnered with us to offer third-party funds. In these cases, the third-party funds are distributed and promoted by the respective financial services companies, whereas Sanlam Collective Investments is responsible for client administration and compliance.

**Objective of the role**:
**Key responsibilities?**

**Trade Implementation**:
Manage Trade instructions;
- Instruct pricing house on new trades;
- Prepare trade templates and instruct for Ginsburg/SPW Funds;
- Review and assist with trade dealing forms for Managers;
- Provide trade details to the administrator to update Hiport;
- Prepare static data for new accounts to be loaded;
- Open new investment accounts;
- Maintain a register of full company name, company registration number and relevant authorised signatories who have access to these investment accounts;
- Prepare and courier documents;
- Monitor trade errors until resolution;
- Monitor and address reconciliation items.**Reporting**:
Produce daily and ad hoc trade reports;
- Submit offshore bank balance statements to managers on request;
- Track and distribute statements daily to administrators and trustees.**General**:
Primary liaison with Managers for rejected trades, missing static data, and outstanding statements;
- Primary liaison with Trustees on Manager queries;
- Liaise with different Mancos on account requirements.- Minimum requirements:
- BCom Finance or similar Degree from an accredited University
- At least 1-4 years asset management experience
- Operations exposure in “middle office” role in Financial Services would be beneficial
- Unit Trust exposure (highly beneficial)
- Technical competencies:
**Reporting**: In-depth understanding of financial markets; and understanding of regulatory requirements;
- **Process Improvement**: Identify opportunities to streamline and improve trade implementation processes, enhance efficiency, and reduce operational risk;
- **Software proficiency**:Excellent Microsoft Office experience; and proficiency in other systems to effectively facilitate trade implementation and reporting.- Core behavioural competencies:
- Being resilient - Contributing independently- Collaborates - Contributing independently- Cultivates innovation - Contributing independently- Customer focus - Contributing independently- Drives results - Contributing independently**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.**Turnaround time**Our commitment to transformation**

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.