Manager Implementation

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Date: 10 Jul 2024

Location: Tygervalley, Western Cape, ZA

Company: Sanlam Group

Who we are?

Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda. 

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

About the role:

  • The position is a senior role, responsible for a primary and key function within the business.
  • The successful candidate will be responsible for a team of 6 people performing the entire portfolio rebalancing and trade implementation functions.
  • The team is responsible for all asset classes and currency trade implementation and performs a number of monitoring and control functions related to portfolio positions, Including in the function are daily cash flow management, model implementation and rebalancing of individual portfolios to the models as well as being responsible for securities of master data management.

What will you do?

  • Formulates, revises and implements the investment decisions in all functional areas of the investment portfolio teams across fixed income, equity, property, unit trusts and foreign exchange portfolios.   
  • Manages the entire implementation process of transactions for Investment Management accounts and/or fiduciary accounts. 
  • Devise and implement process improvement efficiencies.
  • Taking responsibility for delivering against commitments.
  • Provide leadership and direction in respect of future trends and processes in the investment implementation environment.

Qualification and Experience

Commerce Degree with 5 years related experience.

What will make you successful in this role?

  • Preferably specific experience in middle or back office asset management.
  • Strong communication, organizational, and interpersonal skills with the confidence to engage professionally and persuasively across all levels both internal and external. 
  • Experience in managing a team.
  • Experience in process improvement and automation.
  • Technical (hands on) understanding and experience in databases and business analysis.
  • Financial instruments and pricing and valuation thereof. 
  • Corporate actions and the affect thereof in instrument valuation.

Knowledge and Skills

  • Knowledge of portfolio and trade implementation, inclusive of Life Funds, Managed Funds and Unit Trusts 
  • Strong Excel skills 
  • Knowledge of NxManager will be preferable. 

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

Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others

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 ensure 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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