Senior Research and Investment Analyst

Found in: Talent ZA C2 - 2 weeks ago

Cape Town, South Africa Sanlam Full time

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

Job purpose 

The Senior Research and Investment Analyst will perform in-depth and quality investment research, with a particular focus on investment solutions. This includes but is not limited to manager research, formulating and implementing solutions that will fit a particular client need, a high standard of client service delivery, sales support, and presentations both to financial intermediaries, media and the Glacier Sales and Distribution team. It is a cross-functional investment specialist position with various investment and product set capabilities within Glacier across a wide variety of stakeholders. These stakeholders include Sanlam Retail Affluent (SRA), Sanlam Investments, financial intermediaries, direct clients, and the general media. This role will also specifically involve assisting the Head of Solutions. 

Key outcomes

The following outcomes and responsibilities are expected:
• In depth manager research
• Assisting in driving the overall Glacier Manco value proposition.
• Contributing to and the positioning of the Glacier Invest and Consult offering.
• Contributing to and the positioning of Life investments.
• Driving successful investment thought leadership.
• Presenting relevant topics to intermediaries.
• Quality market research within the team.
• Enhancement and improvement of the overall research process.
• Coaching and training of the investment and junior analysts.
• Specialist sales and distribution support.
• Specialist client services support.
• Teamwork.
• Leadership and being comfortable with complexity and ambiguity in a business environment.
• Domestic and international travel.
• Ad hoc projects

The Senior Research and Investment Analyst will perform in-depth and quality investment research, with a particular focus on investment solutions. This includes but is not limited to formulating and implementing solutions that will fit a particular client need, a high standard of client service delivery, sales support, and presentations both to financial intermediaries, media and the Glacier Sales and Distribution team. It is a cross-functional investment specialist position with various investment and product set capabilities within Glacier across a wide variety of stakeholders. These stakeholders include Sanlam Retail Affluent (SRA), Sanlam Investments, financial intermediaries, direct clients, and the general media. This role will also specifically involve assisting the head of solutions.

What will make you successful in this role?

Qualifications and experience
• Relevant financial post-graduate qualification (CFA3 an advantage),
• Asset manager research experience is important.
• 3-5yrs relevant experience in the retail financial and investment environment. 
• Strong presentation skills.
• Portfolio construction will be an advantage
• Knowledge of linked investment service provider (LISP) products.
• Knowledge of Glacier International, its product set and value proposition.
• Knowledge of Glacier, Sanlam Retail Affluent Business cluster and Sanlam Investments.
• Previous experience of managing / leading teams will be beneficial.
• Advanced MS Excel capability.
• Knowledge of investment and economic principles.
• A valid driver’s license.

Competencies/ Skills
• Client focus
• Cultivates innovation
• Collaborates
• Being resilient
• Ability to deal with complexity and ambiguity
• Ability and willingness to lead
• Drive results 
• Analytical thinking and problem solving
• Proven decision-making skills
• Strong communication skills (Verbal and Written) in English

Attributes
• Team-player
• Positive and enthusiastic
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter with self-confidence

To apply

Please submit your application by 24 April 2024.

Qualification and Experience

Degree with 3 years experience.

Knowledge and Skills

Research studiesStatistical analysis and data of sales and marketing performanceReporting and administration

Personal Attributes

Interpersonal savvy - Contributing independentlyDecision quality - Contributing independentlyPlans and aligns - Contributing independentlyBusiness insight - Contributing independently

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