Vacancieshut
Website Sanlam
Job Description:
Sanlam Specialised Finance (SanFin) is responsible for creation of shared value for Sanlam, its shareholders, policy holders, and societies with in which it operates by managing financial risk, developing financial products, and balance sheet optimisation, pursuing investments and financing opportunities in assets, sectors, markets, organisations, and geographies that enable maximum return within acceptable risk parameters.
Job Responsibilities:
- Liaise with compliance (re: mandate breaches) and operations teams (re: performance queries).
- Calculate exposure limits / availability to various asset classes where required.
- Calculate, approve and ensure correct implementation of unit prices, fees / carry / rebates.
- Prepare regular and ad hoc reports as required.
- Monitoring and implementation of portfolio asset class allocations.
- Performance and attribution analyses of the overall fund and the underlying managers. Performance reporting to clients and answer queries.
- Instruct various trades and ensure correct implementation.
- Perform some investment research and contribute to discussions on portfolio positioning.
- Assist with mandate / guideline compilation.
- Debate and recommend various derivative structures and ensure correct implementation.
- Manage relationships with some underlying managers. These include listed and unlisted assets such as direct property, private equity, hedge funds, infrastructure and direct foreign loans.
- Evaluate various investments as these arise and make recommendations.
Job Requirements:
- Passion for investments.
- Technical understanding of the different asset classes and the ability to communicate difficult concepts.
- Must have sound financial, numerical and excel skills.
- Excellent written and verbal communication skills (including ability to make presentations, etc. to a technical audience and to clients).
- Attention to detail and diligent analysis.
- Maintain current knowledge of tax and regulations.
Qualification & Experience:
- Understanding of financial assets and instruments, including derivatives and structuring.
- Company research and analysis/fixed interest/alternative investments/property
- Rate of return analysis and calculations
- Stock Selection and Portfolio Model Construction
- Degree or Diploma with 3 to 5 years related experience
- BSc, BCom, CFA, CA or CIS
- Quantitative training, e.g. actuarial science or quantitative finance (e.g. MSc in quantitative finance, FIA or FASSA etc.)
- Must have experience in the financial industry, e.g. life insurance, asset management, a bank’s treasury.
Job Details:
Company: Sanlam
Vacancy Type: Full Time
Job Location: Tygervalley, Western Cape, SA
Application Deadline: N/A
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