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Data Operations Specialist

Date:  31 Mar 2026
Location: 

Bellville, Western Cape, ZA

Company:  Sanlam Group

Who are we?

Sanlam Investments is one of South Africa’s largest black-owned, sustainability-driven asset managers. With over R1 trillion in assets under management across both our retail and institutional businesses, our high-quality investment solutions are differentiated and competitive within a changing asset management landscape.

 

We leverage a wealth of expertise across multi-management index tracking, alternative investments, private wealth and impact investments to create sustainable portfolio solutions for you. At the heart of our journey is our commitment to long-term sustainability for South African investors, our economy, our business and future generations – focusing on people, planet and profit. 

 

Sanlam Investments Multi-Manager

 

Crafting solutions with your unique investment needs in mind, for decisions you can be confident in. Investment decisions carry significant responsibility. Whether for an institution stewarding long-term capital or an individual investing for the future, the objective remains the same: delivering sustainable outcomes while remaining aligned with long-term goals, governance requirements and evolving market realities.

 

We understand that performance is critical. But successful investing requires more than strong returns. It also requires staying true to your purpose, navigating complex obligations, managing risk responsibly and ensuring portfolios remain aligned with long-term objectives.

 

At Sanlam Investments Multi-Manager, we help both institutional and retail investors navigate this complexity with clarity and confidence.

 

Acting as solutions architects, we design portfolios around your specific objectives. Our approach integrates investment goals, risk appetite, governance requirements, regulatory considerations, ESG and transformation priorities, and long-term performance benchmarks into a cohesive investment strategy. Every portfolio we construct brings together these elements into a disciplined and well-governed framework designed to support long-term outcomes. Our purpose-driven approach seeks to provide appropriate investment solutions for the different stages of investors’ journeys and the goals they aim to achieve. The result is a portfolio designed not only to perform, but to remain aligned, accountable and resilient over time.

What will you do?

The Investment Operations team is looking for a proactive and detail‑oriented individual to take responsibility for the day‑to‑day management of critical data processes within our team. The successful candidate will be required to consistently deliver on daily operational outputs while also managing and responding to ad hoc requests as they arise. To thrive in this role, you must be highly organised, self‑disciplined, and possess a strong eye for detail. We are seeking someone with a forward‑thinking mindset, someone who can anticipate future needs, adapt to a dynamic environment, and contribute to ongoing process improvement.

Key Responsibilities
Static Data Quality Operations (BAU)

  • Perform daily monitoring of missing, incomplete, or invalid financial instrument static data across approved internal systems and ingestion feeds
  • Validate and enrich static data using authoritative internal and external sources in line with approved data standards
  • Remediate data issues in a controlled, traceable, and auditable manner
  • Ensure static data updates are accurately documented and aligned to downstream usage requirements

Data Quality Validation & Control Execution

  • Apply approved data quality dimensions such as completeness, accuracy, consistency, conformity, validity, timeliness, and integrity.
  • You will be responsible for executing documented manual data quality checks where automation has not yet been implemented, ensuring all outputs meet required standards.
  • Identify recurring data quality issues, support root‑cause analysis, and escalate concerns as needed to maintain a high‑quality data environment.

Landing Zone Enablement (Operational Change)

  • Identify and catalogue all existing manual financial instrument static data quality checks.
  • Translate manual checks into clearly defined, repeatable business rules.
  • Collaborate with Data Engineering Team to support rule definition, testing, and business acceptance.
  • Support the phased migration of manual quality controls into automated validations.

Data Governance Alignment

  • Operate in accordance with the approved Group data governance and data management standards.
  • Maintain documentation for static data definitions, validation rules, known exceptions, and remediation approaches.
  • Support Data Stewards and Data Owners with data quality insights and exception reporting.

KPI Tracking & Reporting

  • Track and report monthly data quality KPIs for financial instrument static data.
  • Provide input into governance, management, and audit reporting as required.

Key Interfaces

  • Sanlam Investments
  • Business Data Stewards and Data Owners
  • Asset data warehouse
  • Operations, Trade Support, Compliance, and Reporting teams
  • External data providers and administrators

Role Profile Summary

  • Role Type: Operational data quality specialist
  • Focus: Static data accuracy, completeness, and automation
  • Not a data engineering or data scientist role.
  • Limited investment operations functions.

What will make you successful in this role?

Qualifications & Experience:

  • A relevant tertiary financial qualification
  • 3 or more years’ experience in a similar role in asset management
  • Financial instrument data experience is essential
  • HIPORT & NX Manager knowledge would be an advantage

Behavioural Competencies:

  • Ability to work accurately and have a strong attention to detail.
  • Motivated and enthusiastic team player. Displays drive and energy.
  • Excellent communication skills.
  • Independent worker and displays initiative.
  • Stress tolerant and results focused.
  • Assertive and proactive.
  • Ownership and initiative - Takes ownership in area of responsibility.
  • Adaptability and flexibility – Willing to accept changing priorities and work patterns when required.
  • Dependability and a strong work ethic.
  • High attention to detail is critical.
  • Professional, self starter.
  • Ability to comprehend process from a high level to identify gaps and data inaccuracies.
  • Problem solving and driver of innovation and automation.
  • Relationship management and networking with stakeholders and service providers.
  • Maintains a high standard of service with both internal and external clients.
  • Teamwork and collaboration - Supports colleagues as well as the business in collaboration efforts


Technical Competencies:

  • Analytical/problem solving skills.
  • Previous data administration experience.
  • Previous data component experience.
  • Previous business analysis experience.
  • Understand system data flow processes.

Knowledge and Skills

Processing transactions and conduct simple calculations
Record keeping, filing and maintenance of databases
Script handling and compliance monitoring
Portfolio management query handling with clients
Reporting and Administration

Personal Attributes

Business insight - Contributing independently
Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Optimises work processes - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

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