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  • Posted: Dec 7, 2021
    Deadline: Not specified
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    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
    Read more about this company

     

    Investment Analyst

    What will you do?

    Assist with the media/ presentation/marketing content that needed to be created for the full SI Buyer Segment. The Buyer Segment runs across all the different underlying boutiques/offering across the business. This includes, SIM, SI MM, Satrix . Understand the segment product offering, the clients that are targeted and have the ability to pull together/build the necessary content and collateral that would be needed to win new clients and also maintain and retain current clients.

    What will make you successful in this role?

    • Create collateral (including Value Proposition presentations, ad hoc documents) for all the identified buyer market funds, updating these every month.

    • Work with the SI Client research team and SI Multi Manager Business Solutions team to update the performance data for buyer market funds

    • Create marketing content on said buyer funds and liaise with relevant individuals for distribution thereof.

    • Manage the communication of mailers and event invites to identified intermediaries directly , which includes liaising with SI marketing.

    • Research and create ad-hoc presentations on topics of broad market interest to be used to present to clients.

    • Provide business intelligence into distribution and asset management landscape, including idea generation and content themes as well as positioning angles.

    • Generate measurement and analytics of all content strategy outputs, events and distribution activities through Everlytics, or relevant analytical methods (CMS, surveys/feedback sessions etc.)

    • Project management and co-ordination of all activities and stakeholders to enable execution of distribution and marketing activities.

    • The successful incumbent will have the following technical ability:

      • MorningStar, PowerBi, MicroSoft Office (Excel , PPT etc.)

      • Programming skills would be advantageous.

      • Understanding of the industry and the ability to work well under pressure and run autonomously,

      • stakeholder engagement across all business levels

    Qualification and Experience

    Degree or Diploma with 3 to 4 years related experience.

    Knowledge and Skills

    • Product strategy
    • Product concept design, evaluation and prototyping
    • Product development
    • Knowledge Management
    • Management of employees

    Personal Attributes

    • Business insight - Contributing through others
    • Financial acumen - Contributing through others
    • Organisational savvy - Contributing through others
    • Decision quality - Contributing through others

    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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    Core Competencies

    • Cultivates innovation - Contributing through others
    • Customer focus - Contributing through others
    • Drives results - Contributing through others
    • Collaborates - Contributing through others
    • Being resilient - Contributing through others

    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 ensuring 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.

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

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