Portfolio Analyst

7 days ago

Tygervalley, South Africa Sanlam Full time

**Who are we?**
- Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
- With assets under management and administration of more than R200 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
- At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion - individuals who thrive in an entrepreneurial, high-energy environment.
- Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

**What will you do?**
- Client reviews and performance calculations
- Portfolio implementation
- Modeling and re-balancing of client portfolios
- Portfolio construction and implementation
- Asset allocation
- Preparation of review/proposal documentation for client meetings
- Trading
- Execution of local and offshore portfolio trades, including bonds and hedge funds
- Investment and redemption of Collective Investments
- Implementation of client portfolios
- Client interaction
- Attend internal investment meetings
- Ad-hoc client requests

**What will make you successful in this role?**
- Passion for the markets/General investment knowledge
- Client Interaction / Client centricity
- Strong attention to detail
- Adaptable
- Excellent numerical acumen
- Computer literacy [MS Office]

**Qualification and experience**
- B. Com / B. Com Hon / CA
- CFP or CFA will be advantageous
- Investment market experience and a local network will be advantageous

**Knowledge and skills**
- Portfolio Management / Research
- Stockbroking /Trading
- Strong computer literacy (MS Office i.e. Excel, Power Point, Word Outlook)

**Personal qualities**
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results

**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 achieving great things. We pride ourselves in helping our employees to realise their worth.
- Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office - the Sanlam Group provides many opportunities for growth and development.

**Turnaround time**
- To be considered for the above opportunity please upload your detailed CV on or before 7 March 2025

**Our commitment to transformation**
- 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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