Job Description

Who we are?

Sanlam Investments
Sanlam Investments 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.

Sanlam Investments 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.

Key responsibilities

• Financial reporting of designated investment cluster businesses
• Management and statutory financial reporting, including consolidation
• Ensuring that financial records are maintained which are comprehensive, up to date, accurate and meet legal and regulatory requirements
• Tax compliance
• Preparation of holding and group company AFS
• Project management of specific financial Cluster initiatives throughout the year
• Stakeholder management with specific focus on business strategy and involvement in the various businesses of Sanlam Investments
• Management of the intercompany loan confirmation process
• Assist in monthly/quarterly reporting, ad hoc deliverables
• Preparation of fund flows and AUM reporting

Minimum requirements

• Experience within financial services would be advantageous
• Experience in compiling complex group annual financial statements
• Experience in consolidations will be highly advantageous
• Ideally 3 years’ experience within a Financial Accounting role
• Qualified CA
• Strong understanding and both practical and theoretical knowledge of IFRS 9

Technical Competencies

• Hyperion Financial Management (HFM)
• JDE accounting
• IDU (budgeting tool)
• Good proficiency in Microsoft Office essential, especially Excel

Behavioural competencies

• Team player
• A high level of written, numeric and verbal communication skills
• Proactive and the ability to work independently
• Strong attention to detail
• Good organizational skills
• Accurate and fast worker, ability to work under pressure
• Exceptional communication skills
• Problem solver
• Active and innovative

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.