Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. We take particular pride in: • Sanlam’s longevity and innovation • People, teamwork and values • A culture of diversity and commitment to growing our own timber • Our robust, tested and proven pragmatic investment process and philosophy Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style. What will you do? Purpose of the role We are looking for a vibrant and energetic individual to join our team. The role consists of duties related to assisting Portfolio Managers with their trades, index rebalancing and transactions - both local and foreign. The role requires an individual who has a high level of attention to detail. There will be opportunities for the incumbent to determine automation for certain processes. Key responsibilities Processing equity and fixed interest transactions, both local and foreign, i.e.: Portfolio cash flows Rebalancing Month-end compliance trades Trades for unit trusts and UCITS funds Internal trades Forex trades Derivative trades Implementing of model changes and trades Dealing with Portfolio Manager queries Resolving portfolio pre-trade compliance queries Reconciliation updates on NX Manager Updating dividends on NX Manager Updating corporate events on NX Manager Creating securities on NX Manager, i.e.: Equities Bonds Derivatives Processing derivative trades on NX Manager Assisting with trades for index rebalancing Assisting with foreign transactions related trades Liaising with CURO on relevant issues Clearing portfolio recon items between the back-office administration tool and NX Manager Actively looking at automating check, capturing and the reconciliation processes What will make you successful in this role? Minimum requirements Relevant Degree or Diploma (B.Com Finance / Accounting / Information Systems) will be advantageous 1 - 2 years' relevant experience within an asset management firm, bank or administration company is preferred Computer literate in MS Office, NX Manager and HiPort Basic knowledge of Python and Java scripting will be advantageous Basic understanding of the markets Basic knowledge of Artificial Intelligence (AI) and Robotics will be advantageous Behavioural competencies Strong organisational skills Ability to act independently as well as part of a team Highly organised Strong attention to detail Able to perform well under pressure Technical competencies Strong administrative skills Good verbal and written skills Ability to do basic calculations High level of accuracy Qualification and Experience Degree or Diploma with up to 2 years related experience. Knowledge and Skills Processing transactions and conduct simple calculationsRecord keeping, filing and maintenance of databasesScript handling and compliance monitoringPortfolio management query handling with clientsReporting and Administration Personal Attributes Business insight - Contributing independentlyPlans and aligns - Contributing independentlyInterpersonal savvy - Contributing independentlyOptimises work processes - 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 of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development. Core Competencies Collaborates - Contributing independentlyCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyBeing 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 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.
