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Ticking All Your Recruitment Needs
Are you a highly accountable and resourceful Investment Analyst with a proven track record of owning end-to-end deliverables and driving accuracy in portfolio management?
Our client, a high-growth firm in the Investment Management sector, is seeking a meticulous Senior Investment Analyst (SIA) to join their team. This pivotal fully remote role supports Financial Advisers (FAs) with client investment needs and is responsible for the quality, cadence, and execution of weekly and monthly investment deliverables.
This is a high-impact position that offers the opportunity to collaborate with Directors, own critical processes, and directly contribute to the firm’s growth and high standard of service.
Portfolio Management: Own the monitoring and accurate execution of model portfolios.
Rebalancing: Prepare accurate rebalancing calculations and dealing instructions; ensure all documentation is completed and processed correctly.
Research & Maintenance: Conduct research to support model portfolios; track performance versus benchmarks and flag exceptions with proposed actions.
Cadence Management: Own the delivery calendar and maintain a live checklist, escalating risks ahead of deadlines to ensure 100% reliability.
Weekly Deliverables: Produce and monitor weekly deliverables, including market recaps, adviser requests, and reminder management
Monthly Deliverables: Prepare monthly asset outlooks, portfolio returns, and ensure timely dissemination or filing.
Portfolio Analysis: Produce comparison reports, valuations, and analysis to promote model portfolios; support bespoke portfolio construction outside of standard models when required.
Adviser Enablement: Combine strong technical competence with commercial awareness to create concise materials (e.g., one-pagers, scenario analyses) that improve adviser conversion and client retention.
Webinars & Meetings: Plan, build, and deliver webinars on investment models and market views for both clients and advisers. Attend joint client/adviser meetings to present model rationale and performance context.
Process Improvement: Execute ad-hoc projects from Directors and continuously improve processes (e.g., automation, templates) for measurable time or error reduction.
Experience: Proven experience as an Investment Analyst or similar role, preferably within a regulated investment management environment.
Technical & Systems: Strong technical competence in data, analytics, and investment tools.
Core Competencies: Must demonstrate high levels of Accountability (owning tasks end-to-end), Resourcefulness (seeking and applying tools), and a commitment to Collaboration.
Accuracy: Demonstrated history of near-perfect accuracy, particularly with high-stakes tasks like dealing instructions (Zero errors is a measure of success).
Communication: Excellent communication skills required for communicating complex investment views to clients and advisers via meetings and webinars.
If you are a resourceful and highly analytical Investment Analyst ready to excel in a fully remote role:
Send your comprehensive CV to the Hire Resolve team.
Connect with Lidene Pienaar via LinkedIn today!
Contact: financialcareers@hireresolve.za.com
Website: www.hireresolve.co.za
Reference: SIAnalyst_Remote_2025
