Senior Research and Investment Analyst at Sanlam Group

Job purpose 

The Senior Research and Investment Analyst will perform in-depth and quality investment research, with a particular focus on investment solutions. This includes but is not limited to manager research, formulating and implementing solutions that will fit a particular client need, a high standard of client service delivery, sales support, and presentations both to financial intermediaries, media and the Glacier Sales and Distribution team. It is a cross-functional investment specialist position with various investment and product set capabilities within Glacier across a wide variety of stakeholders. These stakeholders include Sanlam Retail Affluent (SRA), Sanlam Investments, financial intermediaries, direct clients, and the general media. This role will also specifically involve assisting the Head of Solutions. 

Key outcomes

The following outcomes and responsibilities are expected:

•     In depth manager research
•     Assisting in driving the overall Glacier Manco value proposition.
•     Contributing to and the positioning of the Glacier Invest and Consult offering.
•     Contributing to and the positioning of Life investments.
•     Driving successful investment thought leadership.
•     Presenting relevant topics to intermediaries.
•     Quality market research within the team.
•    Enhancement and improvement of the overall research process.
•     Coaching and training of the investment and junior analysts.
•     Specialist sales and distribution support.
•     Specialist client services support.
•     Teamwork.
•     Leadership and being comfortable with complexity and ambiguity in a business environment.
•     Domestic and international travel.
•     Ad hoc projects