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  • Posted: Mar 5, 2020
    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...
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    Senior Portfolio Manager: Unlisted Debt

    What you will do:

    • Raising new capital and report back to existing investors
      • Present the funds to potential investors
      • Provide feedback on funds' performance
      • Engage with investors on a regular basis
    • Deal origination
      • Sourcing of transactions
      • Developing intermediary relationships
      • Maintaining client and counterparty relationships
      • Represent SI: Alternative Investments in all required client interaction
      • Drive and provide input to porfolio strategy
      • Advance research efforts and improve overall quality and coverage
      • Qualitative and quantitative review and analysis of new opportunities for current and potential counterparties, including company due diligence and valuations
      • Financial modelling / structuring of unlisted transactions
      • Legal review and negotiation of unlisted finance documents
    • Implementation
      • Implementation of unlisted transactions
    • Monitoring
      • Post execution monitoring of unlisted transactions, including annual and semi-annual valuations
    • Live the Sanlam Investment Goup Values
      • Deal with people, internal as well as external, as partners, with respect, an open mind and in fairness
      • Contribute positively and be solutions orientated
    • Collaborate and provide input to the broader investment team
    • Build networks within the Alternative Investments business, Sanlam Investments, Sanlam Investment Group and externally

    What will make you successful in this role:

    • The purpose of the Senior Portfolio Manager role is to provide support for the Head of Private Debt in particular in raising new investors for the private debt funds and sourcing and structuring new investments. It further requires portfolio management, risk management and portfolio strategy knowledge and skills.
    • Relevan University Degree (Finance / Mathematics / Statistics / Business Science / Actuarial)
    • Releval Post Graduate qualification
    • 8 - 12 years' experience in unlisted credit
    • Demonstrated excellence in the field of unlisted credit
    • CA(SA), CFA, MBA would be advantageous
    • Experience in leading and managing teams

    Qualification and Experience

    • Appropriate Financial Degree with 8 to 10 years related experience

    Knowledge and Skills

    • Formulates, revises and implements the investment plans
    • Industry trends and market changes
    • Investment strategies and management of complex investments
    • Recommendations and presentation of results
    • Investment monitoring and compliance

    Personal Attributes

    • Plans and aligns - Contributing through others
    • Decision quality - Contributing through others
    • Financial acumen - Contributing through others
    • Business insight - Contributing through others

    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

    Method of Application

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

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