Investor Relations Analyst: Group Finance

Sanlam Limited; Sandton; On-site; ZAR 500,000 - 800,000; Full time

Job summary

A leading financial services group is looking for an Investor Relations Analyst to enhance communication with the investment community. The role involves creating and presenting investment messages, engaging with analysts, and supporting financial reporting and stakeholder management. Ideal candidates should possess a university degree, solid understanding of the financial services sector, and previous experience in Investor Relations. Join us in a dynamic environment that values diversity and offers growth opportunities.

Qualifications

• University degree, ideally with a financial qualification.
• Previous Investor Relations or buy and sell side experience preferred.
• Good understanding of the investment community and Financial Services sector.

Responsibilities

• Create and present investment messages to the investment community.
• Assist in financial model building for forecasting.
• Engage with analysts and investors to maintain relations.

Skills

Investor Communications

Strategic leadership

Financial analysis

Education

University degree with post-graduate qualification (MBA, CA)

Job description

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Investor Relations Analyst: Group Finance

Date: 22 Jul 2025

Location:

Sandton, Gauteng, ZA

Who are we?

Sanlam was established as a life insurance company in South Africa but has since transformed into a diversified financial services group that operates across the African continent, India, Malaysia and selected developed markets, with listings on the Johannesburg, A2X and Namibian stock exchanges. In 2018 the Group celebrated its centenary as well as 20 years since demutualisation and listing in South Africa and Namibia. Sanlam is one of thelargest internationally active insurance groups in the world with a presence in 31 countries and has the biggest non-banking financial services footprint on the African continent.

The Group's five business clusters (Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz and Santam) house the Group's business operations. The Group Office provides strategic direction and support to the five clusters, assisting them in realising their strategies and meeting their business objectives. The Group Office is responsible for governance and for the Group's centralised functions, which include: Finance, Actuarial, Risk and Balance Sheet Management, Strategy, Human Capital, Corporate Affairs and Sustainability.

Responsible for creating and presenting a consistently applied investment message to the investment community on behalf of the company. Assist in projects aimed at improving investor understanding of Sanlam financial reporting and the Sanlam investment case. Engage with cross-functional teams across the Group to improve and simplifying financial reporting and development of insightful reporting. Benchmark operational and financial performance and suggest areas of potential improvement. Develops investor relations messages based on these changes.

Assist in financial model building for forecasting performance on key financial metrics. Scenario analysis modelling and developing understanding of key drivers of operating performance. Assist senior management in ad-hoc tasks.

Provides feedback to management regarding the investment community’s opinions and perception regarding the company’s performance. Represents the views of the investment community to management in the development of corporate strategy. Maintains a company investor relations plan and creates a mix of shareholders through a variety of targeting initiativesPerforms a comprehensive analysis. Supports the production financial reports. Responsible for supporting the development and execution of the IR strategy, including an effective annual programme of Investor Relations activities, targeting the buy and sell side financial communities across geographies (predominantly South Africa, UK, US and Europe).

What will make you successful in this role?

• Supporting engagements with the investor community to ensure that Sanlam’s business strategy and strategic progress in understood by the analysis and investor community
• Support in creating and presenting a consistently applied investment message to the investment community on behalf of the group
• Monitor operational and financial performance and develop investor relations messages based on these changes.
• Collate feedback regarding investment community’s opinions and perception regarding the Group’s performance.
• Maintain company investor relations plan and create a mix of shareholders through a variety of targeting initiatives.
• Support the production of the interim results announcement, annual integrated report and annual financial statements.
• Preparation of compelling investor presentations.
• Contribute to effective results, conference calls and management speeches.
• Support the management of relationships with analysts, investors and prospective targets, enabling them to understand and fully appreciate the Group’s performance and potential, and thereby ensure that there is a fair reflection of the Group’s value in the share price.
• Prepare presentations for investors
• Strategic and technical
  • Supporting with day to day contact with current and potential institutional investors and sell-side analysts across all relevant geographic markets.
  • Maintaining a knowledge of the actual and potential investor base and the key characteristics of each segment and considering the current weighting
  • Support in identifying new sources of investment into Sanlam
  • Build financial models capturing key metrics for Sanlam and the peer group using Sanlam internal reporting system and publicly available peer disclosures.
  • Assist in automating Investor Relations reporting functions and communications.
• Leadership and Gravitas
• Assist in defining and delivering of the strategy for a proactive Investor Relations programme
• Supporting investor activities and ensuring all elements of the Investor Relations programme are delivered to a consistently high standard
• Developing a range of key Investor Relations measures and benchmarking company performance against other leading/ competitor companies.
• The role requires strong communication skills in order to build strong relationships through dealing openly, fairly and consistently with individuals across Sanlam and with external parties
• Consistency of messaging is imperative across the IR/media functions. This role therefore needs to maintain excellent working relationships within the wider communications team to ensure that each member of the team is aware of the latest position on any particular topic.

Qualification and Experience

• University degree, ideally with some form of post-graduate financial qualification, e.g. MBA, CA (SA), Actuary, CFA
• Previous Investor Relations or buy and sell side experience will be an advantage
• Market knowledge- candidates should have a good understanding of the investment community in Sanlam’s main market and understanding of the Financial Services sector.

Knowledge and Skills

Investor Communications

Investor relations strategy

Strategic business intelligence

Strategic leadership and engagement

Strategic Customer Service and Management

Personal Attributes

Strategic mindset - Contributing through others

Persuades - Contributing through others

Balances stakeholders - Contributing through others

Business insight - Contributing through others

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing through others

Collaborates - Contributing through others

Cultivates innovation - Contributing through others

Customer focus - Contributing through others

Drives results - Contributing through others

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The closing date for applications is 29 July 2025.

Our commitment to transformation

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 ensuring 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.