Portfolio Manager: Implemented Consulting

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Date: 10-Jun-2021

Location: Tygervalley, Western Cape, South Africa

Company: Sanlam Group

Who are we?

Sanlam Investments Multi Manager researches, identifies, blends and manages portfolios that give you access to the best investment managers, with the aim of achieving the best possible returns at the appropriate level of risk. We design and blend unique portfolios based on a deep understanding of our clients’ investment aims and a fundamental insight into how they perceive risk. By developing a mutual understanding of their investment aim and philosophy we are able to assist them in achieving their investment goals in the long run.


What will you do?

This role will be responsible to meet with Independent Financial Advisors and model portfolio solutions, to build relationships with supporting divisions to support Discretionary Fund Management, and report back to Investment Management Committee Meetings. This role will be geared toward client engagement, which will involve local travel.

  • Ensuring client aspirations are understood and achieved
  • Building portfolio’s in order to meet client expectations
  • Leveraging off research platform within the team
  • Constructing and managing portfolio’s that meet the client’s expectations
  • Regularly present formal research to the client
  • Provide ‘alpha generating’ input into the positioning of client portfolios-manager selection
  • Remain abreast of research developments in both Asset Manager (locally and internationally) as well as in the broker investment industry

What will make you successful in this role?

  • Undergraduate degree (B.Sc, B.BusSci, BCom)
  • Proven ability to present research
  • CFA/CFP would be advantageous
  • Asset Manager /Fund Research experience would be highly advantageous, and

Good understanding of:

  • Investment management industry
  • The Macroeconomic environment
  • Financial markets
  • Financial instruments (including derivatives)
  • Analytical and numerical skills with a proven ability to solve problems in a timely manner
  • Ability to produce written reports which clearly articulate the analysts research
  • Computer literate (MS Office- advanced, knowledge of VBA and/or other programming languages would be beneficial)

Qualification and Experience

BCom, CFA or CA with 4 to 6 years related experience.

Knowledge and Skills

Formulates, revises and implements the investment plans
Client relationship management
Investment monitoring and compliance
Recommendations and presentation of results
Industry trends and market changes

Personal Attributes

Financial acumen - Contributing through others
Business insight - Contributing through others
Manages complexity - Contributing through others
Balances stakeholders - Contributing through others

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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