Who are we?
Sanlam Investment Group
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 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 Alternative Investments (SAI)
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.
What will you do?
The Junior Equity Analyst will support the Global Emerging Markets investment team by conducting fundamental research and analysis on listed companies and equity markets. The role involves collecting and analyzing financial data, building financial models, preparing investment reports, and contributing to the formulation of investment recommendations. they’ll work closely with senior analysts and PMs and get hands-on experience across different markets, sectors and companies.
Key responsibilities include
- Assist with producing company and industry research across emerging markets.
- Build and maintain financial models.
- Create valuations and keep track of earnings/news for portfolio names.
- Contribute to investment ideas and research for the team.
- Prepare presentation material and research notes for internal and external client meetings.
- Responsible for some portfolio monitoring and data work.
Qualification and Experience
BCom, CFA, CA with 0 to 2 years related experience.
Knowledge and Skills
Company research and analysis/fixed interest/alternative investments/property
Rank companies within industry
Stock Value Projection
Recommendations and presentation of results
Financial Modelling
Additional Skills
- Strong Analytical Skills
- Excel Skills
- Interest in Equity Markets
- Company research and analysis/fixed interest/alternative investments/property
- Rank companies within industry
- Recommendations and presentation of results
- Financial Modelling
Personal Attributes
Self-development - Contributing independently
Decision quality - Contributing independently
Financial acumen - Contributing independently
Business insight - Contributing independently
Build a successful career with us
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. 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 ensure 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.