Senior Investment Operations Specialist

Western Cape, South Africa

Job Description


Who are we?

Sanlam Investments Multi Manager researches, identifies, blends and manages portfolios that give you access to the best investment managers, with the aim of achieving the best possible returns at the appropriate level of risk. We design and blend unique portfolios based on a deep understanding of our clients' investment aims and a fundamental insight into how they perceive risk. By developing a mutual understanding of their investment aim and philosophy we are able to assist them in achieving their investment goals in the long run.

What will you do?

Key Responsibilities:

  • Implementation, monitoring and administration of day-to-day trade, cash flow and new external investment managers activities.
  • Implement new and changes to clients, products and external manager arrangements.
  • Liaison and management of relationships with external and internal clients, external investment managers and investment administrators.
  • Pro-active management of service levels with investment administrators and external investment managers.
  • Coordination of operational deliverables including hedge funds and alternative investments.
  • Review, approval and implementation of fixed and performance fee arrangements.
  • Ensure that relevant processes are documented, adhered to by all involved and continuously improved.
What will make you successful in this role?

Minimum Requirements:
  • Relevant tertiary qualification.
  • A minimum of 5 years' experience in a similar role within the Financial Services industry.
Technical Competencies:
  • Well developed and pro-active problem solving skills.
  • A very good understanding of investment management industry including investment vehicles such as alternative investments, long only and hedge fund products and platforms as well as valuation methods and performance fee calculations.
  • Excellent numerical skills and the ability to analyse financial information.
  • Very good proficiency on MS Office (Word and Excel).
Behavioral Competencies:
  • Team player and proactive individual.
  • Excellent listening, communication (verbal and written) and inter-personal skills.
  • Ability to work independently and use initiative.
  • High level of accuracy and meticulous attention to detail.
  • Strong organizational, project and time management skills.
  • Displays energy when performing tasks.
  • Ability to build and maintain very good relationships with various stakeholders (external managers, administrators, internal and external clients).
  • Ability to handle a diverse range of tasks simultaneously.
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.

Sanlam

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Job Detail

  • Job Id
    JD1245698
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Western Cape, South Africa
  • Education
    Not mentioned