Investor Relations Analyst: Group Finance at Sanlam Group

What will make you successful in this role?

• Supporting engagements with the investor community to ensure that Sanlam’s business strategy and strategic progress in understood by the analysis and investor community
• Support in 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.
• Collate feedback regarding investment community’s opinions and perception regarding the Group’s performance.
• Maintain company investor relations plan and create a mix of shareholders through a variety of targeting initiatives.
• Support the production of the interim results announcement, annual integrated report and annual financial statements.

Preparation of compelling investor presentations.

• Contribute to effective results, conference calls and management speeches.
• Support the management of 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.
• Prepare presentations for investors

Strategic and technical

• Supporting with day to day contact with current and potential institutional investors and sell-side analysts across all relevant geographic markets.
• Maintaining a knowledge of the actual and potential investor base and the key characteristics of each segment and considering the current weighting
• Support in identifying new sources of investment into Sanlam
• Build financial models capturing key metrics for Sanlam and the peer group using Sanlam internal reporting system and publicly available peer disclosures.
• Assist in automating Investor Relations reporting functions and communications.

Leadership and Gravitas

• Assist in defining and delivering of the strategy for a proactive Investor Relations programme
• Supporting investor activities and ensuring all elements of the Investor Relations programme are delivered to a consistently high standard
• Developing a range of key Investor Relations measures and benchmarking company performance against other leading/ competitor companies.

Communication & Advisory

• The role requires strong communication skills in order to build strong relationships through dealing openly, fairly and consistently with individuals across Sanlam and with external parties
• Consistency of messaging is imperative across the IR/media functions. This role therefore needs to maintain excellent working relationships within the wider communications team to ensure that each member of the team is aware of the latest position on any particular topic.

Qualification and Experience

• University degree, ideally with some form of post-graduate financial qualification, e.g. MBA, CA (SA), Actuary, CFA
• Previous Investor Relations or buy and sell side experience will be an advantage

Stakeholder engagement

• Market knowledge- candidates should have a good understanding of the investment community in Sanlam’s main market and understanding of the Financial Services sector.

Knowledge and Skills

• Investor Communications
• Investor relations strategy
• Strategic business intelligence
• Strategic leadership and engagement
• Strategic Customer Service and Management

Personal Attributes

• Strategic mindset - Contributing through others
• Persuades - Contributing through others
• Balances stakeholders - Contributing through others
• Business insight - Contributing through others