Property Analyst at Sanlam Group

What will you do?

• The Alternative Investments: Data & Property Analyst plays a crucial role in our investment strategy team, focusing on real estate assets and alternative investment vehicles.
• This position bridges the gap between quantitative analysis and property market expertise to drive informed investment decisions and maximize portfolio performance. The ideal candidate combines strong analytical capabilities with an understanding of real estate markets and alternative investment structures.

Key responsibilities include:

Data Analysis & Modelling

• Develop and maintain sophisticated financial models to evaluate potential property investments and alternative asset opportunities. Conduct rigorous quantitative analysis of market trends, property valuations, and investment performance. Create comprehensive risk assessment frameworks that incorporate both market-level and property-specific variables.

Property Analysis & Due Diligence

• Perform detailed due diligence on target properties and alternative investment opportunities. Analyze property-level metrics including Net Operating Income, cap rates, occupancy trends, and tenant profiles. Evaluate property conditions, location dynamics, and development potential. Assess regulatory and environmental considerations that may impact investment value.

Reporting & Communication

• Prepare comprehensive investment memoranda and analytical reports for the investment committee. Develop clear, data-driven presentations that articulate investment theses and supporting evidence. Communicate complex analytical findings to stakeholders across various levels of technical expertise. Create regular portfolio performance reports highlighting key metrics and variance analyses.

Market Research & Data Management

• Maintain comprehensive databases of property transactions, market indicators, and alternative investment performance. Identify and integrate new data sources to enhance analytical capabilities. Monitor macroeconomic trends and regulatory changes affecting real estate and alternative investments. Develop proprietary market insights through systematic data collection and analysis.

Key Deliverables

• Monthly investment opportunity analysis reports with comprehensive risk-return profiles and sensitivity analyses
• Quarterly portfolio performance assessments including detailed attribution analysis and benchmark comparisons
• Regular market intelligence briefings highlighting emerging trends and investment implications
• Custom analytical frameworks and tools to enhance the firm's decision-making capabilities
• Data visualization dashboards that translate complex property and market data into actionable insights
• Detailed cash flow projections and IRR calculations
• Monthly property valuations in accordance with valuation methodology. Adhoc what if scenarios required on valuations
• Respond to ad-hoc queries from Sanlam Properties team members, Sanlam Properties Clients, Property manager and Auditors
• Monthly interrogation of financial data and implementation of process enhancing solutions
• Collaborating with various system service providers in the collation and maintenance of financial data
• Collaborating continuously with property managers to ensure high level of data quality, data completeness and usability

Qualification and Experience

• Degree with 3 to 4 years related experience or qualified by experience.
• Appropriate financial degree with 3 to 5 years related experience

Technical Competencies

• Advanced proficiency in Excel, financial modelling, and investment analysis techniques
• Experience with data visualization tools (Tableau, Power BI) and statistical software
• Working knowledge of programming languages (Python, R) for data analysis preferred
• Familiarity with real estate and alternative investment databases and resources
• Understanding of financial markets and instruments
• Analytical Skills: Exceptional numerical and analytical capabilities, with proficiency in financial modelling and property valuations.
• Attention to Detail: Strong focus on accuracy and the ability to work with complex data sets
• Communication: Excellent verbal and written communication skills for presenting insights and proposals.
• Self-Starter: Proactive, motivated, and capable of working independently and as part of a team.