Property Analyst

Who are we?
Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients' best interests and have a positive impact on society. Backed by the Sanlam Group's balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Alternative Investments (SAI)
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group's mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.

What will you do?
The Alternative Investments: Data & Property Analyst plays a crucial role in our investment strategy team, focusing on real estate assets and alternative investment vehicles. This position bridges the gap between quantitative analysis and property market expertise to drive informed investment decisions and maximize portfolio performance. The ideal candidate combines strong analytical capabilities with an understanding of real estate markets and alternative investment structures.

Key Responsibilities Include
Data Analysis & Modelling

• Develop and maintain sophisticated financial models to evaluate potential property investments and alternative asset opportunities. Conduct rigorous quantitative analysis of market trends, property valuations, and investment performance. Create comprehensive risk assessment frameworks that incorporate both market-level and property-specific variables.

Property Analysis & Due Diligence

• Perform detailed due diligence on target properties and alternative investment opportunities. Analyze property-level metrics including Net Operating Income, cap rates, occupancy trends, and tenant profiles. Evaluate property conditions, location dynamics, and development potential. Assess regulatory and environmental considerations that may impact investment value.

Reporting & Communication

• Prepare comprehensive investment memoranda and analytical reports for the investment committee. Develop clear, data-driven presentations that articulate investment theses and supporting evidence. Communicate complex analytical findings to stakeholders across various levels of technical expertise. Create regular portfolio performance reports highlighting key metrics and variance analyses.

Market Research & Data Management

• Maintain comprehensive databases of property transactions, market indicators, and alternative investment performance. Identify and integrate new data sources to enhance analytical capabilities. Monitor macroeconomic trends and regulatory changes affecting real estate and alternative investments. Develop proprietary market insights through systematic data collection and analysis.

Key Deliverables

• Monthly investment opportunity analysis reports with comprehensive risk-return profiles and sensitivity analyses
• Quarterly portfolio performance assessments including detailed attribution analysis and benchmark comparisons
• Regular market intelligence briefings highlighting emerging trends and investment implications
• Custom analytical frameworks and tools to enhance the firm's decision-making capabilities
• Data visualization dashboards that translate complex property and market data into actionable insights
• Detailed cash flow projections and IRR calculations
• Monthly property valuations in accordance with valuation methodology. Adhoc what if scenarios required on valuations
• Respond to ad-hoc queries from Sanlam Properties team members, Sanlam Properties Clients, Property manager and Auditors
• Monthly interrogation of financial data and implementation of process enhancing solutions
• Collaborating with various system service providers in the collation and maintenance of financial data
• Collaborating continuously with property managers to ensure high level of data quality, data completeness and usability

Qualification And Experience
Degree with 3 to 4 years related experience or qualified by experience.

Appropriate financial degree with 3 to 5 years related experience

Technical Competencies

• Advanced proficiency in Excel, financial modelling, and investment analysis techniques
• Experience with data visualization tools (Tableau, Power BI) and statistical software
• Working knowledge of programming languages (Python, R) for data analysis preferred
• Familiarity with real estate and alternative investment databases and resources
• Understanding of financial markets and instruments
• Analytical Skills: Exceptional numerical and analytical capabilities, with proficiency in financial modelling and property valuations.
• Attention to Detail: Strong focus on accuracy and the ability to work with complex data sets
• Communication: Excellent verbal and written communication skills for presenting insights and proposals.
• Self-Starter: Proactive, motivated, and capable of working independently and as part of a team.

Knowledge And Skills
Company research and analysis/fixed interest/alternative investments/property

Rank companies within industry

Stock Value Projection and performance variances

Recommendations and presentation of results

Financial Modelling

Personal Attributes
Self-development - Contributing independently

Decision quality - Contributing independently

Financial acumen - Contributing independently

Business insight - 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.

Core Competencies
Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

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.