Job Description

About Sanlam Corporate

Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.

We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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.

The overall purpose of the role

Perform administrative tasks that support the investment consulting function and the production of investment reports.

Key Responsibilities

• Interact with investment managers and/or platforms to obtain relevant investment and compliance information for client reporting.
• Perform reasonability checks on data received to assure quality of investment reporting.
• Compile and ensure accurate delivery of investment reports according to set service levels.
• Manually perform benchmark and portfolio return calculations using excel.
• Update the investment reporting system and excel files with client investment information and market data.
• Assist in managing team initiatives and execution of ad hoc projects.
• Enhance a closer relationship with internal and other stakeholders.

Knowledge and Skills

• Investment Analysis
• Proficiency in excel and word a must (tests may be conducted on shortlisted candidates)
• Communication skills (verbal and writing)
• Time Management

Behavioural Competencies

• Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
• Courage - Stepping up to address difficult issues, saying what needs to be said.
• Manages Complexity - Demonstrated ability and proven record to make complex decisions.
• Ensures Accountability - Holding self and others accountable to meet commitments.
• Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

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 transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities

Sanlam