Product Analyst
Tygervalley, Western Cape, ZA
Who are we?
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.
Amplify
Amplify Investment Partners is a leading investment management company that selects independent asset managers based on their proven ability to generate superior risk-adjusted returns. Amplify manages a range of local and offshore unit trusts as well as several hedge funds. Amplify is driven by a desire to not only grow investments, but also to affect positive change in the world. As such, Amplify aligns to the United Nations Sustainable Development Goals (SDGs) and applies the principles of the Code for Responsible Investing in South Africa (CRISA) to create impact that matters.
What will you do?
▪ Review current dashboards in operation. Sales and operational
▪ Analyze the usage, relevancy and efficiency of dashboards.
▪ Assist with understanding, analyzing and monitoring datasets (SCI Cube and Datahub)
▪ Constantly Improve data integrity
▪ Monthly updates of AUM and Flow reports to external managers
▪ Monthly updates of the long only and hedge fund storyboards/full presentations.
▪ Playing a key role in the stewardship of positive client relationships and the retention of clients
▪ Ensure that monthly reports and communication are saved in the correct folders
▪ Manage the process of product development implementation (registering/launching new funds, fund changes, manager appointment and terminations)
▪ Contribute towards Amplify strategy initiatives
▪ Ensure that business systems and reporting processes comply with regulatory requirements
▪ Regular meetings with MANCO and shared services on business updates, projects, and progress
▪ Ad hoc query requests
▪ Attend manager feedback presentations to improve insights and supporting material.
▪ Monitor website for operational efficiency.
What will make you successful in this role?
• The successful incumbent will have the following technical ability: MorningStar, PowerBi, MicroSoftOffice (Excel, PPT etc.)
• Understanding of the industry and the ability to work well under pressure and run autonomously,
• Stakeholder engagement across all business levels
• Appropriate undergraduate degree (Business / Economics / Mathematics / Statistics, Quants) – minimum requirement
Qualification and Experience
Knowledge and Skills
Personal Attributes
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
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.