Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.What will you do?Responsible for carrying out research studies. Gathers and analyses statistical data to assist management in forecasting sales and developing new products.What will make you successful in this role?The Junior Research and Investment Analyst will be responsible for fund research and general investment research, client service and investment support, sales support, investment reporting and publications, presentations within the business and general administration. Key outcomesThe following outcomes will be expected to be achieved by the Junior Research and Investment Analyst.Thoroughly manager research, understand and explain collective investment schemes (including ETF’s, Retail Hedge Funds and offshore funds) performance, positioning and mandatesGlacier Research investment publications and reportingGeneral investment research: Analyse, interpret and disseminate market and economic information. Initiate research on current investment-related topicsClient service (telephonic, email and face-to-face)Glacier Research administration responsibilitiesProvide general investment support to Glacier Research Investment Analysts and internal Glacier business unitsProvide general investment support to intermediariesProvide general investment and administration support to Glacier ConsultingPresent investment-related information to internal Glacier business unitsWrite articles on research/ industry/ investment topics in EnglishAssist with the maintenance of Glacier’s proprietary research and investment toolsAd hoc projectsQualifications and experienceRelevant Honours Commerce qualificationAt least CFA Level 1 or equivalent, with higher level qualification beneficialRelevant experience in a retail financial environment would be an advantageComputer skills: MS EXCEL; MS WORD, MorningstarKnowledge of economic principles and retail financial environmentBe willing to travel nationally if requiredPart of the interview process will be to write an investment related article and complete a case study.Client focusCultivates innovationCollaboratesBeing resilientDrive resultsExcellent written and critical thinking skills.Initiative and innovative/ function independentlyAnalytical thinking and problem solvingProven decision-making skillsRelationship Building SkillsAttributesPositive, enthusiastic attitudeTeamworkAbility to work under pressureHonesty, integrity and respectSelf-starter and self confidenceQualification and Experience Degree or Diploma with at least 3 years related experience. Knowledge and Skills Statistical analysis and data Reporting and administration Personal Attributes Interpersonal savvy - Contributing independently Decision quality - Contributing independently Plans and aligns - Contributing independently Business insight - Contributing independently Build a successful career with usWe’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 timeThe 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 transformationThe 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.#J-18808-Ljbffr