Portfolio Manager: Implemented Consulting

at  Sanlam

Who are we?
We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth.
Sanlam Investments is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger institutions. Our comprehensive investment offerings include both passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds along the asset class and risk/return spectrum.
Our investment options include passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds.

QUALIFICATIONS & EXPERIENCE

• Undergraduate degree (B.Sc, B.BusSci, BCom)
• Proven ability to present research
• CFA/CFP would be advantageous
• Asset Manager /Fund Research experience would be highly advantageous

KNOWLEDGE & SKILLS

• Good understanding of:
• Investment management industry
• The Macroeconomic environment
• Financial markets
• Financial instruments (including derivatives)
• Analytical and numerical skills with a proven ability to solve problems in a timely manner
• Ability to produce written reports which clearly articulate the analysts research
• Computer literate (MS Office- advanced, knowledge of VBA and/or other programming languages would be beneficial)

WHAT WILL YOU DO?

This role will be responsible to meet with Independent Financial Advisors and model portfolio solutions, to build relationships with supporting divisions to support Discretionary Fund Management, and report back to Investment Management Committee Meetings. This role will be geared toward client engagement, which will involve local travel.

• Ensuring client aspirations are understood and achieved.
• Building portfolio’s in order to meet client expectations.
• Leveraging off research platform within the team.
• Constructing and managing portfolio’s that meet the client’s expectations.
• Regularly present formal research to the client.
• Provide ‘alpha generating’ input into the positioning of client portfolios-manager selection.
• Remain abreast of research developments in both Asset Manager (locally and internationally) as well as in the broker investment industry.