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.
Responsibilities
- Calculate and produce accurate performance and attribution data.
- Assist in the construction and maintenance of composites in compliance with the Global Investment Performance Standards (GIPS).
- Provide analysis and interpretation of GIPS results as required.
- Maintain systems and databases by ensuring departmental procedures are followed to review the accuracy and integrity of static and time series data for assigned portfolios, benchmarks and other information.
- Provide strong understanding of performance calculations in various systems and calculate manually as needed.
- Prepare, interpret and investigate anomalies in attribution/contribution reports used in the analysis of performance.
- Interact regularly with internal clients to research, analyse and resolve queries.
- Actively participate on special projects and support/implement process improvements/efficiencies.
Qualifications and Experience
- B Financial degree or an equivalent qualification, preferably with a strong numerical component.
- 3 or more years experience in Portfolio Performance and Attribution Analysis at a Financial Institution would be an advantage.
- Exposure to Statpro Performance Attribution would be a distinct advantage.
- Advanced Excel skills (VBA).
- Interest in financial markets and investment portfolios.
Personal Attributes
- Excellent analytical and problem-solving skills.
- Logical and lateral thinking.
- Passion for excellent service delivery with a demonstrated commitment to maintaining the highest standards.
- High energy and a drive for completion.
- Meticulous attention to detail and accuracy, with a commitment to follow through and follow-up.
- Willingness to learn and share knowledge.
- Ability to work independently with minimal supervision.
- Excellent time management and organisational skills.
- Ability to perform well under pressure.
- Ability to be an effective team player and proactive individual.
- Ability to take initiative.
- Excellent written and verbal communication skills.
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 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.
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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