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.
Sanlam Investments Multi-Manager
As Solutions Architects, we believe that through an in-depth understanding of our clients’ needs, combined with our ability to construct portfolios which optimally blend multiple investment strategies and sources of risk and return, we enable our clients to achieve their desired investment outcomes. Our purpose-driven approach aims to provide appropriate solutions that cater for all phases of investors’ lives and for the different goals they may have. We are able to offer our clients a convenient and cost-effective solution to the portfolio construction challenge, drawing on our extensive investment strategy, manager selection, market research and portfolio construction skills.
With logical thinking and excellent numerical skills, provide support to the Financial Manager in the execution of his/her responsibilities, including:
- Verifying and allocating details of business transactions to accounts
- Receiving invoices from suppliers, checking reasonability and processing
- Calculating and processing invoices for fee income
- Ensuring collection of income
- Completing reconciliations
- Reviewing completeness and accuracy of financial record keeping
- Managing expenses against budgets and reporting back to management (IT / Marketing / cellphone / training)
- Compiling reports to management
- Resolving payment and invoicing queries
- Completing rebate calculations
- Assisting with month-end procedures, including provisions and reporting
- Assisting internal and external auditors with their requests
- Assisting with annual budget processes
- Following up on outstanding receivables / payables
- Checking and authorizing broker payments
- Ad hoc requests
- Completing and submitting asset and flows report (portfolio list)
- Manager fee expense reasonability checks and payments and liaising with managers to resolve differences.
What will make you successful in this role?
• Accounting degree
• 3 – 5 years in a similar role in the financial services industry
• Proficient in accounting
• Proficiency in Microsoft Office (advanced Excel skills is essential)
• EssBase experience will be advantageous
• IDU experience will be advantageous
• Strong attention to detail
• Proactive attitude
Qualification and Experience
Degree or Diploma with 2 to 4 years related experience.
Knowledge and Skills
Recording of financial transactions
Reconciliations and query resolution
Compliance with SOPs and SLAs
Authorization of transactions within mandates
Personal Attributes
Manages conflict - Contributing independently
Demonstrates self-awareness - Contributing independently
Optimizes work processes - Contributing independently
Action oriented - Contributing independently
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 achieving great things. We pride ourselves in helping our employees to realize 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 independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
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.
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