Job Description

The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda. The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.Sanlam Investments Multi-ManagerAs Solutions Architects, we believe that through an in-depth understanding of our clients’ needs, combined with our ability to construct portfolios which optimally blend multiple investment strategies and sources of risk and return, we enable our clients to achieve their desired investment outcomes. Our purpose-driven approach aims to provide appropriate solutions that cater for all phases of investors’ lives and for the different goals they may have. We are able to offer our clients a convenient and cost-effective solution to the portfolio construction challenge, drawing on our extensive investment strategy, manager selection, market research and portfolio construction skills.The Client Investment Associate role is to support the delivery of investment solutions and client service by acting as a key link between institutional clients and internal teams. The role is critical in enhancing the client experience, while focusing on client investment support, investment administration, reporting, and relationship management.Key ResponsibilitiesClient and Relationship supportAddressing day-to-day client queriesCo-ordinate and attend client meetings where required, including drafting meeting agendas, notes and minutes.Supporting the preparation and circulation of client reportsSupporting the new client process, including preparing tender documents, due diligences, onboarding documentation and KYC processesAct as a key interface between the client and the SIMM business, including other Sanlam distribution teamsProcess improvement and collaborationContribute to the continuous improvement of investment and client processesCollaborate closely with the various teams, including investments, operations, finance and complianceAssist with special projects or strategic initiatives as requiredBusiness SupportSupport the Business Head in building out the value proposition, including collateralConduct adhoc research and analysis where requiredSupport and leverage the establishment of a business-wide CRM systemDrive and champion the culture of the business