Junior Research & Investment Analyst

at Sanlam
Location Cape Town, South Africa
Date Posted Sep 10, 2019
Category Market & Customer Research Jobs
Job Type Full-time


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

• All Glacier Research investment publications and reporting
• Client service (telephonic, email and face-to-face)
• Glacier Research administration responsibilities
• Analyse, interpret and disseminate market and economic information
• Thoroughly research and understand and explain collective investment schemes performance, positioning and mandates
• 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
• Initiate research on current investment-related topics
• Write articles on research/ industry/ investment topics in English
• Teamwork
• Assist with the maintenance of Glacier’s proprietary research and investment tools
• Ad hoc projects

Qualifications and experience

• Relevant Honours Commerce qualification
• CFA Level 1
• Relevant experience in a retail financial environment would be an advantage
• Computer skills: MS EXCEL and MS WORD
• Knowledge of economic principles and retail financial environment
• Be willing to travel nationally if required


• Initiative
• Innovation
• Function independently
• Analytical thinking and problem solving
• Proven decision-making skills
• Client service orientation
• Strong Communication skills (Verbal and Written) in English
• Relationship Building Skills


• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence

Qualification and Experience
BCom Honours with 3 years experience
Knowledge and Skills
Research studies
Statistical analysis and data
Reporting and administration
Personal Attributes
Interpersonal savvy - Stage 2
Decision quality - Stage 2
Plans and aligns - Stage 2
Business insight - Stage 2
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 business clusters – Sanlam Personal Finance, Sanlam 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 - Stage 2
Customer focus - Stage 2
Drives results - Stage 2
Collaborates - Stage 2
Being resilient - Stage 2
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.

Only registered members can apply for jobs.