Provide investment support in rolling out the Institutional DFM capability to market
Write customised investment proposals for large institutional investors
Lead and support new business pitch presentations to prospective clients
Implement newly secured client mandates ensuring smooth onboarding and delivery
Develop and maintain relationships with targeted investment consultants and institutional decision makers
Produce thought leadership content including articles and presentations
Build strong relationships with Sanlam's DFM businesses to support knowledge transfer
Monitor the investment solution set and update internal knowledge base quarterly

Relevant undergraduate degree in finance, investments, economics, or related field
Postgraduate qualification such as CFA, CAIA, CFP, or MBA is advantageous
Minimum 7 to 10 years experience in institutional investments, asset consulting, or multimanager DFM environments
Strong understanding of retirement funds, asset allocation, investment governance, and portfolio construction
Proven experience writing investment proposals and delivering pitches to institutional clients
Established networks within the institutional investment consulting community
Knowledge of institutional platforms

Senior Investment Specialist – DFM

Key skills