Senior Investment Specialist

Date: 2 Mar 2026

Location:

ZA

Company: Sanlam Group

About Sanlam Corporate

Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best‑in‑class people, innovative products and proven processes all designed to help people live a better life tomorrow.

We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent.

Purpose of this Role

As the Senior Investment Specialist Institutional DFM you will play a pivotal role in driving Sanlam Corporate Investments strategy to grow market share within the South African institutional investment management landscape You will support the rollout and expansion of the Institutional Discretionary Fund Management DFM capability partnering closely with internal stakeholders consultants and institutional investors The role is based in Sandton and forms part of Sanlam Corporate Investments SC Invest

Key Responsibilities

Business Development and Market Growth

Provide investment support in rolling out the Institutional DFM capability to market
Write customised investment proposals for large institutional investors including standalone pension funds and large employers converting to the Sanlam Umbrella Fund

Lead and support new business pitch presentations to prospective clients

Implement newly secured client mandates ensuring smooth onboarding and delivery
Develop and maintain relationships with targeted investment consultants and institutional decision makers

Strategic Thought Leadership

Produce thought leadership content including articles conference presentations and contributions to industry discussions

Internal Enablement and Capability Building

Empower SCInvest SC Distribution and SIG Distribution teams through training on the Institutional DFM capability
Build strong relationships with Sanlams DFM businesses to support knowledge transfer
Maintain close working relationship with SIMM regarding the Outsourced CIO offering

Cross Sanlam Coordination and Client Service Delivery

Coordinate cross functional teams for end to end DFM client service

Research Monitoring and Industry Insights

Monitor the investment solution set and update internal knowledge base quarterly

Qualifications And Experience

Relevant undergraduate degree in finance investments economics or related field
Postgraduate qualification such as CFA CAIA CFP or MBA is advantageous
Minimum 7 to 10 years experience in institutional investments asset consulting or multimanager DFM environments
Strong understanding of retirement funds asset allocation investment governance and portfolio construction
Proven experience writing investment proposals and delivering pitches to institutional clients
Exposure to DFM or OCIO models is advantageous
Established networks within the institutional investment consulting community
Experience coordinating multistakeholder investment processes
Experience developing and implementing investment solutions for large institutional clients

Knowledge and Skills

Deep knowledge of institutional investment management landscape
Strong understanding of multimanager models DFM structures and OCIO solutions
Knowledge of retirement fund legislation
Understanding of private markets offshore solutions smoothing and guaranteed solutions
Knowledge of institutional platforms

Core Competencies

Cultivates Innovation
Client Focus
Drives Results
Collaborates
Resilience

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 drives us to build a diverse, inclusive and equitable workplace