Deal Administrator

Who are we? Sanlam Investment Group The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous.

Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Alternative Investments Sanlam Alternative Investments combines institutional depth and strong partner alignment to unlock opportunities across South Africa, Africa, and other emerging markets. Managing over R150 billion in AUM, we invest in private equity, private debt, real estate and infrastructure, using innovative financing models to amplify impact, helping economies and communities thrive.

What will you do? The Deal Administrator is responsible for managing the end‑to‑end transaction administration lifecycle for Specialised Credit deals. This includes KYC coordination (non‑approval), client onboarding, transaction setup, pay‑away execution support, and ongoing client administration.

The role plays a key part in ensuring efficient deal execution by acting as a coordination point between Origination, central SAI KYC, Transaction Management, Operations, Finance, Legal, and Clients.

Key Responsibilities

  • KYC Coordination (Non‑Approval Role)
  • Coordinate all KYC requirements with the central SAI KYC function
  • Request and collect KYC documentation from clients and relevant stakeholders
  • Understand KYC requirements sufficiently to ensure correct documentation is requested upfront
  • Track outstanding requirements and follow up with clients
  • Liaise with SAI KYC team to:

  • Submit KYC packs
  • Address queries and rework requests
  • Obtain confirmation of KYC approval
  • Communicate KYC status and outcomes to Origination and Transaction Management

  • Client Onboarding
  • Coordinate onboarding once KYC is nearing completion or approved

  • Collect and verify

  • Client information

  • Mandates

  • Banking details
  • Complete onboarding documentation and forms
  • Obtain necessary internal approvals for onboarding
  • Ensure client is accurately loaded onto relevant internal systems (e.g. Murex)
  • Confirm onboarding is complete prior to execution or pay‑away
  • Transaction Setup (with Transaction Management)

  • Provide Transaction Management with

  • Loan agreements

  • Deal details

  • KYC confirmation

  • Client information and mandates
  • Work closely with Transaction Management to:
  • Load deals accurately onto internal systems
  • Resolve missing or inconsistent information
  • Track progress of transaction setup and escalate delays where necessary
  • Maintain deal schedules and execution timelines
  • Pay‑Aways & Transaction Execution Support
  • Coordinate pay‑away process, ensuring:

  • KYC approval is confirmed

  • CPs (conditions precedent) coordination
  • Deal model is signed off

  • Prepare pay‑away documentation
  • Obtain required internal approvals (Finance, TM, Operations, etc.)
  • Provide advance deal and payment information to Transaction Management
  • Track payment cut‑offs and execution timing
  • Maintain payment evidence and audit trails

  • Ongoing Client Administration
  • Manage ongoing administrative requirements for clients, including:

  • Client updates
  • Banking detail changes (subject to verification controls)

  • Administrative correspondence
  • Rerate letters and similar communications
  • Maintain accurate client and transaction records
  • Ensure proper document management and filing

  • Cross‑Functional Coordination
  • Act as a central coordination point between:

  • Origination teams

  • SAI KYC function

  • Transaction Management
  • Operations, Finance, Legal
  • Ensure smooth information flow and reduce execution delays
  • Escalate bottlenecks or issues where required
  • Cross‑Training & Team Support
  • Operate as part of a small, cross‑trained team
  • Be able to perform all core functions across onboarding, KYC coordination, and payments
  • Provide cover for other admin team members during peak periods or absence
Qualification And Experience Degree or Diploma with 2 to 3 years experience in training, or qualified by extensive experience.

Knowledge And Skills Administration

Services Knowledge

Compliance Monitoring

Ensures quality advice and training on compliance and accreditation

Business Processes

Personal Attributes Communicates effectively - Contributing independently

Decision quality - Contributing independently

Action orientated - Contributing independently

Optimises work processes - Contributing independently

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 Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

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.

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 ensure 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.

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