GI Investment Admin Consultant Jobs

February 13, 2026 Phindile Maseko 0

  • Full Time
  • Cape Town, South Africa

Sanlam Group

GI Investment Admin Consultant

Sanlam has been a prominent part of the South African business landscape since 1918. We take a long-term view of how business adapts to the evolving social, economic, and environmental needs of our world. We are currently seeking a skilled professional to join our team as an Investment Administration and Reporting Consultant.

Job Overview

  • Job Type: Full Time
  • Qualification: Bachelor’s Degree
  • Experience: 2 – 3 years
  • Location: Western Cape
  • Field: Administration & Consultancy

Key Responsibilities

The successful candidate will focus on the following core areas:

1. Reporting and Analysis

  • Manage reporting for third parties, including fund manager reports, asset management updates, and regulatory analytics.
  • Provide technical sales and investment support using tools like Morningstar.
  • Assist with onboarding new funds, stockbrokers, and model portfolios.
  • Evaluate and improve internal processes to increase efficiency.
  • Prepare and distribute monthly performance reports to clients and sales teams.

2. Investment Administration

  • Maintain investment offerings across Glacier International products.
  • Set up and maintain mutual funds and ETFs on the platform, including operational due diligence.
  • Manage trading issues and corporate actions for funds.
  • Ensure fund lists and fact sheets are up-to-date on the company website.
  • Handle model portfolio administration, including registration, monthly fee statements, and rebalance instructions.
  • Perform financial calculations such as IRR, EAC, and breakage investigations.

3. Relationship Management

  • Maintain strong relationships with external stakeholders, managers, and service providers.
  • Support internal teams, including sales and client service departments, to ensure smooth operations.

Requirements

  • A tertiary qualification related to Investments.
  • 2–3 years of experience in the international investment industry (LISP operations, asset management, or investment admin).
  • Intermediate proficiency in Microsoft Excel.
  • Excellent verbal and written communication skills.
  • Strong numerical accuracy and attention to detail.

Core Competencies

To be successful in this role, you should demonstrate:

  • Analytical Thinking: The ability to interpret complex investment data and solve problems logically.
  • Organization: Strong multitasking abilities and the skill to work under pressure.
  • Adaptability: A flexible approach to changing environments and new challenges.
  • Customer Focus: A commitment to “Treating Customers Fairly” and providing excellent service.
  • Integrity: A positive, honest, and professional attitude.

Method of Application

Interested and qualified candidates should visit the Sanlam careers portal to submit their application. Ensure your CV highlights your relevant experience in investment administration and international markets.