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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What will you do?
The following outcomes will be expected to be achieved by the Investment Administration and Reporting Consultant:
- Reporting and Analysis
- Management of all third-party reporting – fund manager reports (inflows / outflows), model portfolio drift reports, assets under management, broker, regulatory and analytics reports etc.
- Technical sales and investment support (primarily using Morningstar).
- Assisting with on-boarding management of and reporting on new funds, new stockbrokers, new model portfolios etc.
- Evaluating and improving processes and reports to ensure effectiveness and efficiency
- Prepare monthly fund performance reports and distribute to sales teams and clients
- Provide technical investment support
- Provision of portfolio and fund illustrations / performance reports
- Provision of fund information and research (in conjunction with Glacier Research)
- Relationships
- Maintain relationships with external stakeholders - all our managers and service providers
- Maintain relationships with internal stakeholders - support our sales and client service teams as well as other internal teams
- Investment Administration
- Maintain investment offering across all Glacier International products
- Set up of funds and ETFs on the platform, which include operational due diligence
- Maintenance and Corporate Actions of mutual funds and ETFs
- Manage any trading issues on funds available on the platform
- Maintain the platforms Fund Lists and ensuring availability of funds to the relevant parties on the Glacier International Platform and website
- Ensure the latest available Fact sheets of all mutual funds are available on the website
- Creation of Model Portfolio Fact Sheets on a monthly basis and ensuring timely distribution and updates on the website
- Process Model Portfolios registrations, updates and changes on investment platform
- Verify rebalance instructions and successful implementation of model portfolios
- Distribution of monthly Model Portfolio Fee Statements
- Develop maintain and improve model portfolio administration processes
- Set up of Stockbroker options on the investment platform
- Maintain all investment choices on the platform which include mutual funds, ETFs, model portfolios, stockbroking and structured products.
- IRR calculations and Investigations
- EAC calculations and investigations
- Breakage calculations
- Completion of Fund Manager DDS and AML reviews
- Contribute to process improvements, automation opportunities, and clean-up initiatives
- Participate in projects, system enhancements, new product implementation, and testing
- What will make you successful in this role?
Qualifications and experience
- Investment Related Tertiary qualification
- Computer Literacy (MS Office) - Excel at an intermediate level
- 2-3 years International Investment industry knowledge & experience
- Investment industry knowledge & experience - investment administration, asset management or LISP operations
- Excellent verbal, written and numeric communication skills
Competencies
- Adaptable and Flexible
- Analytical, logical & conceptual thinking
- High Attention to detail & Accuracy
- Innovation
- Problem solving
- Time Management
- Treating Customers Fairly
- Interpersonal Skills/Relationship building
- Decision making
- Initiative/ Pro-active
- Customer Service Orientation
- Pressure/Stress Tolerance
- Strong organisational and multitasking abilities
- Ability to interpret complex investment data
Attributes
- Positive, enthusiastic attitude
- Honesty, integrity and respect
- Ability to co-operate and thrive both within an independent and team environment
- Punctuality
- Results Driven
go to method of application »
What will you do?
- The Investment Administration & Reporting Consultant is responsible for delivering accurate, timely, and high quality investment administration, reporting, and support services across the Glacier International platform.
- The role ensures operational excellence, supports Model Managers and Fund Managers, facilitates platform accuracy, and resolves complex investment-related queries.
- Consultants serve as key intermediaries between internal teams, stakeholders, Fund Managers, Model Managers, and external partners such as custodians and offshore administrators.
Key outcomes
The following outcomes will be expected to be achieved by the Investment Administration and Reporting Consultant:
Reporting and Analysis
- Management of all third-party reporting – fund manager reports (inflows / outflows), model portfolio drift reports, assets under management, broker, regulatory and analytics reports etc.
- Technical sales and investment support (primarily using Morningstar).
- Assisting with on-boarding management of and reporting on new funds, new stockbrokers, new model portfolios etc.
- Evaluating and improving processes and reports to ensure effectiveness and efficiency
- Prepare monthly fund performance reports and distribute to sales teams and clients
- Provide technical investment support
- Provision of portfolio and fund illustrations / performance reports
- Provision of fund information and research (in conjunction with Glacier Research)
Relationships
- Maintain relationships with external stakeholders - all our managers and service providers
- Maintain relationships with internal stakeholders - support our sales and client service teams as well as other internal teams
Investment Administration
- Maintain investment offering across all Glacier International products
- Set up of funds and ETFs on the platform, which include operational due diligence
- Maintenance and Corporate Actions of mutual funds and ETFs
- Manage any trading issues on funds available on the platform
- Maintain the platforms Fund Lists and ensuring availability of funds to the relevant parties on the Glacier International Platform and website
- Ensure the latest available Fact sheets of all mutual funds are available on the website
- Creation of Model Portfolio Fact Sheets on a monthly basis and ensuring timely distribution and updates on the website
- Process Model Portfolios registrations, updates and changes on investment platform
- Verify rebalance instructions and successful implementation of model portfolios
- Distribution of monthly Model Portfolio Fee Statements
- Develop maintain and improve model portfolio administration processes
- Set up of Stockbroker options on the investment platform
- Maintain all investment choices on the platform which include mutual funds, ETFs, model portfolios, stockbroking and structured products.
- IRR calculations and Investigations
- EAC calculations and investigations
- Breakage calculations
- Completion of Fund Manager DDS and AML reviews
- Contribute to process improvements, automation opportunities, and clean-up initiatives
- Participate in projects, system enhancements, new product implementation, and testing
What will make you successful in this role?
Qualifications and experience
- Investment Related Tertiary qualification
- Computer Literacy (MS Office) - Excel at an intermediate level
- International Investment industry knowledge & experience beneficial
- Investment industry knowledge & experience - investment administration, asset management or LISP operations
- Excellent verbal, written and numeric communication skills
Competencies
- Adaptable and Flexible
- Analytical, logical & conceptual thinking
- High Attention to detail & Accuracy
- Innovation
- Problem solving
- Time Management
- Treating Customers Fairly
- Interpersonal Skills/Relationship building
- Decision making
- Initiative/ Pro-active
- Customer Service Orientation
- Pressure/Stress Tolerance
- Strong organisational and multitasking abilities
- Ability to interpret complex investment data
Attributes
- Positive, enthusiastic attitude
- Honesty, integrity and respect
- Ability to co-operate and thrive both within an independent and team environment
- Punctuality
- Results Driven
go to method of application »
Purpose of the Role
- If you are a talented Business Analyst you will join our dynamic Sanlam Corporate IT team in Bellville, Cape Town. The role will give you exposure to the retirement, investment and group risk industry.
- You will report to the Platform Owner and work closely with the Product Owner in assisting the team in meeting their objectives in terms of business continuity while driving innovation and client centricity.
Key Responsibilities
- Understand business requirements.
- Determine, map and document 'As-Is" processes and then define "To-Be" processes.
- Business engagements and work closely with all stakeholders across IT and business.
- Ensure that the business needs are defined and that the most appropriate solution is selected and implemented.
- Works in an agile environment to determine and deliver epics, features and user stories.
- Maintains the agile backlogs accordingly.
- Defines business cases as required.
- Defining and executing test cases and facilitates business acceptance testing.
- Active member in delivery/agile sprint - Epic/Feature/user story articulation and delivery.
- Leverage SAFe practices and Agile methodologies to facilitate requirement gathering, backlog refinement, and user story creation; experience in these frameworks will be highly advantageous for driving collaboration and delivering value in an iterative manner.
Qualifications and Experience
- Matric.
- Relevant tertiary qualification/certification in IT.
- Relevant Development Certifications: Agile and/or BA Certifications are highly advantageous.
- 3-5 years hands-on business analysis experience.
- Insurance industry experience required (preferably within an Employee Benefits and Group Life environment).
- 2 years’ experience working in an agile environment.
- MS Office (Word, Excel, PowerPoint, Visio).
- Scripting knowledge (advantageous).
- Jira, Miro & Confluence (advantageous).
- Mathematical and statistical modeling for pricing and forecasting. (advantageous).
- Strong understanding of financial mathematics and insurance product structures.
- Experienced in interpreting actuarial inputs and translating them into business-friendly pricing logic for group risk and retirement products.
- Adept at using tools such as Excel (advanced formulas, pivot tables, solver), SQL and data-driven decision-making.
- Exposure to regulatory frameworks (FSCA, TCF).
- Familiarity with calculation engines or rules-based systems (e.g. Corticon).
Knowledge and Skills
- Business Requirements: Ability to gather, document, and validate business requirements, ensuring alignment with business goals and system functionalities.
- Map Out Requirements with Business: Skilled in collaborating with business stakeholders to map out detailed requirements and drive features from concept to delivery.
- Drive Features End-to-End: Experience in managing the development and implementation of features, ensuring they meet business expectations throughout their entire lifecycle.
- Problem Solving: Strong problem-solving skills to identify issues, analyze root causes, and develop effective solutions to improve business processes and system functionality.
- Process Mapping: Proficient in creating and interpreting process maps to identify inefficiencies and suggest improvements.
- Stakeholder Communication: Strong communication skills to effectively facilitate discussions, document requirements, and present updates to stakeholders.
- Quality Assurance: Experience in implementing quality assurance processes to ensure systems meet business requirements and compliance standards.
Core Competencies
- Cultivates Innovation by creating new and better ways for the organisation to be successful.
- Client Focus - Building strong customer relationships and delivering customer-centric solutions.
- Drives Results - Consistently achieving results, even under tough circumstances.
- Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience - Rebounding from setbacks and adversity when facing difficult situations
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What will you do?
- The Software Tester in the Glacier Hub team is responsible for setting up the relevant documentation to identify and define the required tests (test plan and test matrix), preparing test data in all the different environments, executing the test conditions to verify the results in the different stages of testing whilst carefully monitoring test coverage to evaluate the overall quality experienced. This role is based in Cape Town.
Key outcomes
The following outcomes will be expected from the Software Tester:
- Analyze system and business specification to provide inputs and estimates.
- Liaising with business and or technical representatives to ensuring the highest quality outcomes
- Integration impact test analysis
- Defining the appropriate tests required
- Gathering and managing the Test Data
- Set up / adjust test plans for all types of testing (functional and non-functional testing)
- Comprehensive documentation of test results according to standards
- Perform defect logging and reporting
- Post implementation production support (after care)
- Identify and suggest areas for growth and improvement within the team
What will make you successful in this role?
Qualifications and experience
- IT relevant qualification
- ISTQB CTAL Foundation Test Analyst Certificate required
- Knowledge of Software quality and agile methodologies, tools and techniques (black box, white box and automated testing experience)
- Knowledge of Agile methodologies (scrum)
- SQL knowledge is an advantage
- API testing know is an advantage.
- 3+ years’ experience in Software Testing/Quality Assurance required.
- Experience Ghostdraft Document testing will be an advantage
- Understanding of common software failures and faults
- Relevant experience in the financial services industry to your advantage
Competencies
- Strong analytical thinking & problem-solving skills
- Attention to detail
- Strong planning and organizing skills
- Ability to perform well under pressure
Attributes
- Positive, enthusiastic attitude
- Ability to stay focused while under pressure
- Professional work standards
- Takes ownership of tasks and drives tasks through to completion
- Is accountable for own actions
- Honesty, integrity, and respect
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Positions Overview
- The Software Engeineer position is a critical role, responsible for guidance of the wider team and delivering efficient software in a high trust, high-performance environment.
- Comprising a diverse team of skilled, motivated and curious talent from both local and international locations. Our relatively flat organisational structure lends itself to open communication, agility and collaboration. The role reports to a Technical Lead (who reports to the Chief Technology Officer).
What will you do?
- Strategic delivery: Contribute to the team's technical trajectory, ensuring alignment with major technical decisions and contributing to shaping our strategic goals
- Mentorship and Leadership: Enable the professional growth of more junior team members, nurturing their development into exceptional professionals while leading by example in our high-trust, high-performance culture
- Code Excellence: Deliver high-quality code, upholding our commitment to excellence and customer satisfaction
- Innovative Tech Stack: Utilize a modern, yet pragmatic Tech Stack to build a highly scalable distributed system, ensuring our technological capabilities remain relevant
- Continuous Learning: Promote a culture of continuous learning and innovation, demonstrating this personally - to ensuring we remain agile and responsive to the business needs and market trends
Qualification and Experience
- Relevant Degree or Diploma in Computer Sciences and IT
- 6-8 years experience in Software Engineering
- Senior Developers need extensive experience and/or understanding of designing, developing and testing distributed, high-volume and highly reliable software. Business and operational awareness, as well as experience with cloud-based infrastructure is also required
Programming Languages & Coding
- Despite our language agnostic approach, proficiency in languages used in full-stack / back-end Software Development (Python, Java, C++ etc for example) is required
- Proficiency at reading, reviewing, understanding code
- Ability to articulate language differences, implementation and the build & execution process: For example strongly vs weakly typed, static vs dynamic, compiled vs interpreted
Data Structures, Algorithms & Algorithmic Problem Solving
- Ability to articulate the pros / cons of relevant data structures for the use of minimum memory space and execution in the shortest possible time. This includes situations in which a data structure would be applicable, and why
- Ability to suggests possible / relevant algorithms when developing and optimising solutions for time and space complexity. This includes the ability to discuss options and trade-offs; also in instances where scope increases and solutions have to adapt
Engineering & Operational Excellence
- Understanding of scalability, robustness, operational visibility and agility
- Understanding of distributed systems and designing these solutions
- Experience working on projects involving the design and implementation of scalable systems
- Knowledge of services like AWS VPC, Auto Scaling, serverless computing, storage (EBS, S3), containers, DNS, etc) is preferred yet not a prerequisite. All experience with relevant Cloud-based technologies are beneficial in this role
- Understanding of / experience in monitoring, metrics, visibility, health, fault tolerance
- Experience with / understanding of load balancing and health checking
- Experience with / understanding of APIs, auth
- Experience with / understanding of databases and persistence
- Experience with / understanding of scalable architecture for systems implementation
Technical Leadership
- Experience a keen interest in mentorship, teamwork and collaboration
- Senior Developers need extensive experience and/or understanding of designing, developing and testing distributed, high-volume and highly reliable software. Business and operational awareness, as well as experience with cloud-based infrastructure is also required
What will make you successful in this role?
- You are high agency: Looking for ways to do, instead of reasons not to
- Where some see impossible, you see a way: Turning obstacles into opportunity, chance into change
- You love creating more with less: Knowing that the biggest impact is born of the smallest acts
- You seek out and value different perspectives: Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better
Knowledge and Skills
- IT Data Analysis
- IT product enhancements
- Software design and deployments
- Platform management and integration
- Business Requirements
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Positions Overview
- A Software Engineer II that can take responsibility for new features and solve problems in any part of the code.
- They typically have 5 years or more of software engineering experience. They may lead a feature implementation but will need help with strategy and require guidance from mentors and peers. They should work with Design and Product Management to improve features across the product and troubleshoot any bugs.
What will you do?
Expectations:
- Take ownership of new features and deliver them from concept to production
- Work independently and create solutions without constant direction
- Effectively collaborate with the team to bring out the best in others
- Focus on operational and code excellence during code reviews and feature development
- Improve the team's development, testing and operational practices
- Begin to work with Product Management and Design teams to understand business context
- Participate actively in on-call rotations and handle incidents effectively
- Identify and address small pieces of technical debt within their work scope
- Demonstrate growing influence beyond individual tasks to impact the broader team
Qualification and Experience
- Relevant Degree or Diploma in Bsc in Computer Science and IT
- 5 years of experience in Software Engineering
Programming Languages & Coding
- Despite our language agnostic approach, proficiency in languages used in full-stack / back-end Software Development (Python, Java, C++ etc for example) is required
- Proficiency at reading, reviewing, understanding code
- Ability to articulate language differences, implementation and the build & execution process: For example strongly vs weakly typed, static vs dynamic, compiled vs interpreted
Data Structures, Algorithms & Algorithmic Problem Solving
- Ability to articulate the pros / cons of relevant data structures for the use of minimum memory space
and execution in the shortest possible time. This includes situations in which a data structure would
be applicable, and why
- Ability to suggests possible / relevant algorithms when developing and optimising solutions for time
and space complexity. This includes the ability to discuss options and trade-offs; also in instances where
scope increases and solutions have to adapt
Engineering & Operational Excellence
- Understanding of scalability, robustness, operational visibility and agility
- Understanding of distributed systems and designing these solutions
- Experience working on projects involving the design and implementation of scalable systems
- Knowledge of services like AWS VPC, Auto Scaling, serverless computing, storage (EBS, S3),
containers,DNS, etc) is preferred yet not a prerequisite. All experience with relevant Cloud-based
technologies are beneficial in this role.
- Understanding of / experience in monitoring, metrics, visibility, health, fault tolerance
- Experience with / understanding of load balancing and health checking
- Experience with / understanding of APIs, auth
- Experience with / understanding of databases and persistence
- Experience with / understanding of scalable architecture for systems implementation
What will make you successful in this role?
- Gain a solid understanding of design principles and how to apply them
- Develop the ability to lead small projects or components with minimal supervision
- Enhance problem-solving skills and technical knowledge across the codebase
- Contribute to improving team practices and processes
- Show skill in coaching junior engineers and providing constructive feedback
- Start scaling through others by guiding other team members and delivering through them
- Deepen understanding of business objectives and how technical work supports them
Knowledge and Skills
- IT Data analysis
- IT product enhancements
- Software design and deployments
- Platform management and integration
- Business Requirements definition
Method of Application
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