Investment Analyst

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Date: 23-Feb-2021

Location: Welgemoed, Western Cape, South Africa

Company: Sanlam Group

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.


With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading. 


At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.


Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.


The primary focus of this role is to provide in-depth, original analysis of JSE stocks to the director of investments and SPW’s portfolio managers, to facilitate investment decision-making.

What will you do?

  • Focused industry research and analysis
  • Fundamental research of leading publicly listed companies with a view to producing and maintaining a comprehensive investment case
  • Communication of findings and recommendations

What will make you successful in this role?

  • Self-starter who can operate at a professional level aimed at high net worth clients
  • Strong analytical and problem-solving skills;
  • Ability to debate in a constructive manner, challenge popular wisdom;
  • Ability to research, analyze, synthesize and present information in a meaningful manner;
  • Strong presentation and communication skills;
  • You need to have strong relationship skills to establish and build relationships with stakeholders

Qualification and experience

  • Honours degree (B.Com, B.Bus.Sc, B.Sc or similar)
  • Relevant postgraduate qualification would be advantageous (CA, CFA, MBA)
  • A minimum of 5 years’ work experience in equity analysis. Preferably on the buy-side.  
  • Strong track record of performance and delivery
  • Advanced financial modelling and Microsoft skills, particularly in Excel, Power Point  

Knowledge and skills

  • Ability to build and maintain comprehensive company valuation models
  • Ability to use terminal services such as Bloomberg and Inet
  • Excellent understanding of investment markets and the economy
  • Strong networking ability
  • Strong interpersonal and communication skills

Personal qualities

  • Sound business acumen
  • Passion and flair for investments
  • Networking and relationship builder
  • Structured and good planning abilities
  • Results driven
  • Thrive in a high pressured and dynamic environment
  • Proactive and the ability to think independently
  • Excellent attention to detail
  • Socially confident and skilled to communicate well
  • Ability to solve problems and work with complexity

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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

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. 

  • To be considered for the above opportunity please upload your detailed CV on or before 19 March 2021.
  • Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.