Head: Investor Relations: Group Financial Reporting at Sanlam Group

What you will do:

Responsible for creating and presenting a consistently applied investment message to the investment community on behalf of the company. Monitors operational and financial performance and develops investor relations messages based on these changes. Provides feedback to management regarding the investment community’s opinions and perception regarding the company’s performance. Represents the views of the investment community to management in the development of corporate strategy. Maintains a company investor relations plan and creates a mix of shareholders through a variety of targeting initiatives. Monitors performance metrics and performs a comprehensive competitor analysis. Oversees the production financial reports.

The Head: Investor Relations (“IR”) is responsible for the development and execution of the IR strategy, including an effective annual programme of IR activities, targeting the buy and sell side financial communities across geographies (predominantly South Africa, UK, US and Europe).

What will make you successful in this role:

The role is required to have a reasonable understanding of how external stakeholders will perceive decisions and actions of Sanlam and to support the development of appropriate responses and programmes to deal with these.
As a company spokesperson, this position requires the development of knowledge of each cluster and major issues affecting Sanlam, including financial and macroeconomic/geopolitical issues.

Key Accountabilities Of The Role Include

• Development of a proactive investor relations strategy, in coordination with the C-Suite, ensuring that Sanlam’s business strategy and strategic progress is understood by the analyst and investor community.
• Creating and presenting a consistently applied investment message to the investment community on behalf of the Group.
• Monitor operational and financial performance and develop investor relations messages based on these changes.
• Provide feedback to management regarding the investment community’s opinions and perception regarding the Group’s performance. Represents the views of the investment community to management in the development of corporate strategy.
• Maintain company investor relations plan and create a mix of shareholders through a variety of targeting initiatives.
• Monitor performance metrics and perform a comprehensive competitor analysis.
• Oversee the production of the interim results announcement, annual integrated report and annual financial statements.
• Responsible for the production of key segments of the annual integrated report, including the CEO report, cluster reports and financial review.
• Establishment of the process and systems to build a “best in class” IR function.
• Preparation of compelling investor presentations.
• Contribute to effective results conference calls and management speeches.
• Managing relationships with analysts, investors and prospective targets, enabling them to understand and fully appreciate the Group’s performance and potential, and thereby ensure that there is a fair reflection of the Group’s value in the share price.
• Maintain strong Group and sector expertise. Stay current on all Group business activities, including financial and other material in order to be responsive to investors and the media, and to communicate effectively with management.
• Prepare presentations for investors (e.g. investor conferences, roadshows) that are informative and accurate, and relevant to the current environment.
   

Qualifications & Experience

• University degree, ideally with some form of post-graduate financial qualification, e.g. MBA, CA(SA), Qualified Actuary, CFA.
• Previous IR experience will be an advantage.
• Additional: