Junior Research and Investment Analyst

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

Responsible for carrying out research studies. Gathers and analyses statistical data to assist management in forecasting sales and developing new products.

What will make you successful in this role?

The Junior Research and Investment Analyst will be responsible for fund research and general investment research, client service and investment support, sales support, investment reporting and publications, presentations within the business and general administration.

Key outcomes

The following outcomes will be expected to be achieved by the Junior Research and Investment Analyst.

Thoroughly manager research, understand and explain collective investment schemes (including ETFs, Retail Hedge Funds and offshore funds) performance, positioning and mandates

Glacier Research investment publications and reporting

General investment research: Analyse, interpret and disseminate market and economic information. Initiate research on current investment-related topics

Client service (telephonic, email and face-to-face)

Glacier Research administration responsibilities

Provide general investment support to Glacier Research Investment Analysts and internal Glacier business units

Provide general investment support to intermediaries

Provide general investment and administration support to Glacier Consulting

Present investment-related information to internal Glacier business units

Write articles on research/ industry/ investment topics in English

Assist with the maintenance of Glaciers proprietary research and investment tools

Ad hoc projects

Qualifications And Experience

Relevant Honours Commerce qualification

At least CFA Level 1 or equivalent, with higher level qualification beneficial

Relevant experience in a retail financial environment would be an advantage

Computer skills: MS EXCEL; MS WORD, Morningstar

Knowledge of economic principles and retail financial environment

Be willing to travel nationally if required

Part of the interview process will be to write an investment related article and complete a case study.

Competencies

Client focus

Cultivates innovation

Collaborates

Being resilient

Drive results

Excellent written and critical thinking skills.

Initiative and innovative/ function independently

Analytical thinking and problem solving

Proven decision-making skills

Relationship Building Skills

Attributes

Positive, enthusiastic attitude

Teamwork

Ability to work under pressure

Honesty, integrity and respect

Self-starter and self confidence

Qualification And Experience

Degree or Diploma with at least 3 years related experience.

Knowledge And Skills

Research studies

Statistical analysis and data

Reporting and administration

Personal Attributes

Interpersonal savvy - Contributing independently

Decision quality - Contributing independently

Plans and aligns - Contributing independently

Business insight - Contributing independently

Build a successful career with us

Were 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 five business clusters Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being 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 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.