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.
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.
Our multi-management team researches, blends and manages solutions that give investors access to the best combination of passive, smart beta, traditional and alternative investment strategies, managed by skillful asset managers for optimal diversification. We aim to combine different sources of risks or style betas to achieve the best possible returns, at a given level of risk. We design and blend unique solutions for our clients, based on a deep understanding of their investment aims and a fundamental insight into how they perceive risk. These solutions are constructed using a blend of the best asset managers available and are managed within pre-determined asset allocation ranges.
What will you do?
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' experience in a similar role in the financial services industry
- Proficient in accounting
- Proficiency in Microsoft Office (advanced Excel skills are 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 of 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 on helping our employees 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 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.#J-18808-Ljbffr
