Sanlam Limited is an international financial services group with a listing on the Johannesburg Stock Exchange and a market capitalisation of £9.64 billion. Established in 1918, the group provides a range of services to over 10 million clients globally, including insurance, financial planning, investments and wealth management. 
The firm consists of a number of long-established businesses, including:

  • Sanlam Private Wealth: The discretionary fund manager with £4.6 billion of client assets under management 

  • Sanlam Investments: The boutique asset management and fund business which manages over £5.4 billion in both single strategy and long only funds, specialist multi-asset solutions and captive fund solutions. 

  • Sanlam Investments & Pensions: The life and pensions business with in excess of £3.2 billion of assets under administration

  • Sanlam Wealth Planning: The national financial adviser with nearly £2 billion of client assets under advice and 60 UK-based advisers

  • Sanlam Partnerships: The network for financial planners with membership of over 100 IFAs 

In total, the firm has over c £14 billion of assets under management or influence. Sanlam UK attained its size, strength and reputation by leveraging the benefits of having a large secure South African parent company while focusing on individual client service delivered locally in the UK.
Based in our London office; we are currently looking for an Investment Analyst to join our Investments team on a permanent basis. 

The role

An exciting opportunity working at the heart of Sanlam’s investment team. The successful individual will be investing into direct equities, direct fixed income, futures and options. With an emphasis on collaborating with the specialist investments teams and contributing to the multi asset investment process, there will be a uniquely broad range of exposures in all key areas of investment management. This analyst role provides a chance to work with the Chief Investment Officer and help shape Sanlam’s asset allocation, with a clear career path to fund manager responsibilities.


  • Generate asset allocation data pack and contribute to the analysis

  • Produce monthly presentation to be given to the Portfolio Managers

  • Produce monthly investment update to financial advisors on Multi Asset Funds

  • Maintain multi asset process investment presentation

  • Generate investment ideas backed by data and analysis of evidence

  • Analyse and understand portfolio risks including ESG risks

  • Equity analysis of existing and potential positions

  • Credit analysis of existing and potential positions


  • Performance analysis and reporting (board meeting, IPOC, EXCO) for models and the fund

  • Assist with the client facing commentary as required (Weekly, Monthly, Quarterly commentary)

  • Participate in daily morning meeting, representing the CIO if absent


  • Present the investment process to financial advisors 

  • Present recent fund activity and market outlook

  • Explain positioning, performance, and any investment decisions taken to investors

  • Present the Investment team’s research 

Support SPW Portfolio Managers

  • Manage Private client HNW models in line with Multi Asset Funds

  • Structured product origination as required

Fund Management (as experience grows)

  • Understand the investment case behind each position

  • Monitor positions and highlight potential trades as appropriate

  • Liaising with specialist teams to share ideas and collaborate 

  • Day to day ensuring Funds are positioned appropriately 

  • Day to day execution of trades for the funds ensuring transaction costs are minimised.  

  • Early Identification of idiosyncratic and systemic risks in portfolios


  • Strong work ethic

  • Passionate about investing with an interest in the world and finance

  • Responsibility and Accountability – Taking ownership of tasks and ensure they get done 

  • Proactive self-starter

  • Attention to detail and pride in work – Low frequency of error

  • Strong spreadsheet and IT skills - some knowledge of VBA useful

  • Strong communicator, Written, Verbal, and listening

  • Numerate

Sanlam is an equal opportunities employer and promotes an inclusive working environment where employees respect and value each other's diversity. 

If you are interested in applying for this role, please email with a copy of your CV attached.

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