Client Research Analyst

Job Description

Who we are?Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.We take particular pride in:Sanlam’s longevity and innovationPeople, teamwork and valuesA culture of diversity and commitment to growing our own timberOur robust, tested and proven pragmatic investment process and philosophyOur local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style. What will you do?Analyse, interpret and share (written) market, product and industry related research showing how it impacts our business and value proposition to clients.Updating our performance, positioning, risk, market share and flow statistics, over time, building a single cohesive picture, from multiple sources, relative to the industry and peer experience.Building client insights and profiles from the CRM client record, public information, research network and the account executive (distribution).Produce insightful quantitative and qualitative competitor analysis that adds value to retention and growth activity.

Responsibilities + Skills

Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as 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


Advanced Excel skills3 - 5 years' experience at a LISP / Multi-Manager / Asset Manager in a product development team, unit trust research team, investment marketing team or investment team Qualification and Experience Degree with 4 to 6 years related experience. Knowledge and Skills Company research and analysis/fixed interest/alternativ


Job Summary

  • Published on: Tuesday, 24th November 2020
  • Designation: Client Research Analyst
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Durban
  • Salary: 0
  • Gender:
  • Application Deadline: Tuesday, 24th November 2020

About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website:
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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