Research and Investment Analyst

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 make you successful in this role?

The Research and Investment Analyst will perform in-depth investment research, project tasks and provide a high standard of client service, sales support, and presentations to intermediaries and the Glacier Business Development team. The
Research and Investment Analyst, in conjunction with the Senior analyst, will also have the opportunity to take responsibility of certain model portfolios.

What will you do?

The following outcomes will be expected to be achieved by the Research and Investment Analyst. They will be responsible for / involved in:
• Analyse, interpret and disseminate market, investment and industry information
• Thoroughly research, understand and explain both local and foreign collective investment schemes performance, positioning and mandates.
• Understand and explain active and passive investing performance and benchmarking (both from a CIS and ETF perspective)
• Write articles; conduct interviews and do presentations on research/industry/investment topics (in English)
• Portfolio and solution construction and aligning investments within the broader financial planning process
• Understand and positioning of alternative investment and smoothed products (such as monthly bonus products or life annuities)
• Provide support to intermediaries, the Glacier Business Development and Distribution team and other stakeholders 
• Assist with the maintenance of Glacier’s proprietary research and investment tools
• Ad hoc projects

Qualifications and experience

• Relevant financial post-graduate qualification (qualified or studying toward CFA3 for example) 
• 2 - 3yrs relevant experience in a retail financial environment, particularly in asset manager research and/or financial planning.
• Knowledgeable on all linked investment platform (LISP) products.
• Advanced MS Excel capability
• Knowledge of economic principles and retail financial environment 
• Strong presentation skills
• Valid driver’s license essential
• Be willing to travel nationally
• A willingness to learn and increase knowledge is very important.

Competencies

• Highly motivated
• Initiative and innovative/ function independently 
• Analytical thinking and problem solving
• Critical thinking skills
• Proven decision-making skills
• Relationship Building Skills

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence

Qualification and Experience

Appropriate financial degree with 3 to 5 years related experience

Knowledge and Skills

Research studiesStatistical analysis and dataReporting and administration

Personal Attributes

Interpersonal savvy - Contributing independentlyDecision quality - Contributing independentlyPlans and aligns - Contributing independentlyBusiness 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 independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing 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. 

Closing Date: 22 September 2023 

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