Sanlam Group
Job Details
💼 Job Title: Portfolio Analyst
🏢 Company: Sanlam Group
📍 Location: Cape Town, Western Cape, South Africa
🏠 Business Unit: Sanlam Private Wealth
💼 Employment Type: Full-Time
📅 Closing Date: 20 March 2026
Company Overview
Sanlam Group is one of Africa’s largest and most diversified financial services groups, offering investment, insurance, and wealth management solutions.
Sanlam Private Wealth specialises in managing customised investment portfolios for high-net-worth individuals, trusts, corporate entities, and charitable institutions.
With more than R240 billion in assets under management and administration, the company provides services such as:
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Investment portfolio management
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Retirement and offshore investments
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Fiduciary and tax advisory services
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Global stockbroking and derivatives trading
Sanlam focuses on building long-term relationships with clients while providing innovative wealth management solutions.
Job Overview
The Portfolio Analyst supports portfolio managers by assisting with investment portfolio management, client reporting, trading activities, and portfolio implementation.
This role requires strong analytical ability, attention to detail, and a passion for financial markets. The successful candidate will help manage client portfolios while ensuring efficient trade execution and portfolio performance tracking.
Key Responsibilities
📊 Portfolio Management
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Assist with client portfolio reviews and performance monitoring.
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Model and analyse client investment portfolios.
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Support portfolio construction and implementation strategies.
💹 Trading & Market Execution
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Execute local and offshore trades across asset classes.
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Trade equities, bonds, foreign exchange (FX), and unit trusts.
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Monitor and manage corporate actions affecting client portfolios.
🤝 Client & Portfolio Support
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Respond to portfolio manager and client requests.
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Maintain high standards of client service and portfolio administration.
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Ensure accuracy in portfolio data and reporting.
📈 Operational Support
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Assist with investment portfolio implementation processes.
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Maintain detailed records of transactions and investment decisions.
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Support portfolio managers with market analysis and investment insights.
Qualifications
🎓 Education
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BCom or BCom Honours Degree (Finance, Economics, or related field)
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Trader’s Exam
💼 Experience
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Previous experience in the Private Wealth or stockbroking environment (advantageous)
🧠 Skills
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Strong numerical and analytical skills
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Knowledge of portfolio management and financial markets
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Experience with X-Plan and BDA systems (advantageous)
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Strong digital literacy and financial modelling ability
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Excellent communication and interpersonal skills
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Strong attention to detail and accuracy
CV Tips
To stand out for this role:
- Highlight finance, investment, or wealth management experience.
- Include knowledge of portfolio management, trading, or stockbroking.
- Mention financial tools such as Excel, portfolio management systems, or trading platforms.
- Showcase analytical and numerical skills relevant to financial markets.
- Add any investment certifications or trading qualifications.
A strong CV should demonstrate financial market knowledge, analytical thinking, and attention to detail.
Benefits
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Career growth within one of Africa’s leading financial services groups
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Exposure to wealth management and investment markets
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Opportunities for professional development and learning
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Collaborative and high-performance work environment
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Competitive market-related salary
Company Policy
Sanlam Group is committed to transformation, diversity, and inclusion.
The company supports Employment Equity principles and encourages applications from individuals who will contribute to building a diverse and inclusive workforce.
Apply before 20 March 2026 to be considered.
