Operations Specialist

  • Full Time
  • Tygervalley, Western Cape, South Africa

Sanlam Group

Operations Specialist

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Date: 14-Oct-2020


Tygervalley, Western Cape, South Africa

Sanlam Group

Who are we?

Sanlam Specialised Finance is housed in the Sanlam Investments Group Cluster and is a combination of Sanlam Capital Markets, Sanlam Structured Solutions and Sanlam Portfolio Management. This combination ensures that the businesses responsible for managing different aspects of the Sanlam balance sheet are housed together. Sanlam Specialised Finance works closely with the Balance Sheet Management function of Sanlam to assist the Balance Sheet Management Function in its pursuit of optimising the Sanlam balance sheet. The new structure is also expected to enhance risk management within Sanlam. Sanlam Specialised Finance business has two components; the first is an on-balance sheet financing business (similar to those found in the large South African investment banks) and the second is the Sanlam Portfolio Management team. The Sanlam Portfolio Management  team negotiates and maintains relevant mandates with Sanlam, and will determine an appropriate asset allocation for the Sanlam assets. This will include allocations to businesses within Sanlam Investments.

What will you do?

Responsible for the implementation and monitoring of transactions executed by derivative and scrip lending dealers as well as portfolio managers.

What will be your key responsibilities?

•    Implementation and administration of all trades (close interaction with Curo Fund Administrators)
•    Ongoing monitoring and administration of existing trades
•    Ongoing monitoring of collateral positions related to trades
•    Assisting with monthly and quarterly reporting
•    Comprehensive support to the Structured Solutions team in order to successfully service the clients
•    Maintain an in-depth knowledge of client and products invested by client 
•    Attending to client queries timeously 
•    Involved in ad-hoc accounting and operational related projects and activities. 


Experience and Knowledge 
•    Minimum of 2 years investment experience
•    Ability to analyse financial information and awareness of the financial reporting requirements for different products within the asset management reporting environment and an understanding of financial markets and instruments
•    Basic knowledge of derivative instruments would be recommended
•    Computer literate with proficiency in Microsoft Office (word, excel)

Qualification and Experience
Degree or Diploma with 2 years related experience.
Knowledge and Skills
Script handling and compliance monitoring
Portfolio management query handling with clients
Portfolio Administration
Review, reporting and trend analysis
Record keeping
Personal Attributes
Plans and aligns – Contributing through others
Manages complexity – Contributing through others
Financial acumen – Contributing through others
Business insight – Contributing through others
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 – Contributing through others
Customer focus – Contributing through others
Drives results – Contributing through others
Collaborates – Contributing through others
Being resilient – Contributing through others
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.

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