Senior Investment Analyst
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Job Location:
Johannesburg - South Africa
Monthly Salary:
Not Disclosed
Posted on:
07-11-2025
Vacancies:
1 Vacancy
Job Summary
Description
Responsibilities
Maintain and manage the delivery calendar and live checklists escalating risks proactively.
Ensure weekly deliverables are completed: market recaps adviser requests document reminders.
Ensure monthly deliverables are completed: asset outlooks portfolio returns and filing documentation.
Prepare accurate calculations dealing instructions and supporting documentation.
Ensure rebalancing processes are followed and all documentation reaches the relevant departments.
Maintain and update master lists workflows and internal controls related to portfolio management.
Produce portfolio comparison reports and analytical support to promote model portfolios.
Assist with bespoke portfolio construction outside of standard models as needed.
Prepare portfolio snapshots graphs and valuations for internal and client use.
Conduct ongoing research to support and maintain model portfolios.
Track portfolio performance against benchmarks flagging exceptions and recommending corrective actions.
Maintain current and accurate master lists of model portfolios and holdings.
Plan build and deliver webinars on model portfolios and market views for clients and advisers.
Manage invites content preparation and post-event follow-up.
Maintain a library of webinar materials and track engagement metrics.
Attend meetings with advisers for both existing and prospective clients.
Present portfolio rationale positioning and performance context clearly.
Document meeting outcomes action points and follow-ups within 24 hours.
Apply technical competence data analytics and commercial awareness to support adviser opportunities.
Create concise impactful materials to enhance client conversion and retention such as scenario analyses or one-pagers.
Execute special projects assigned by Directors.
Collaborate cross-functionally to improve internal processes and client experience.
Requirements
Bachelors degree in Finance Economics Investment Management or related field; advanced qualifications (CFA CAIA or equivalent) preferred.
Minimum 35 years experience in investment analysis portfolio management or wealth management.
Experience supporting financial advisers or managing client portfolios is highly advantageous.
Strong understanding of investment products model portfolios and financial markets.
Proficiency in portfolio analytics reporting tools and Microsoft Office Suite (Excel PowerPoint).
Familiarity with portfolio management software is a plus.
Strong attention to detail and high standards for accuracy.
Excellent communication presentation and interpersonal skills.
Ability to work collaboratively across teams and departments.
Proactive resourceful and capable of process improvement.
Benefits
- Salary: Based on experience and qualifications.
Contact Hire Resolve for your next career-changing move today
- Apply for this role today contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: or email us your CV:
- Please use Senior Investment Analyst as your subject line when applying via email
We will contact you telephonically in 3 days should you be successful.
Package & Remuneration
About Us
Engineering Recruitment Agency in South Africa focusing on the following disciplines:
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Need staff. Email us.
Required Experience:
Senior IC
Key Skills
- Wealth Management
- Cash Flow Analysis
- Investment Experience
- Asset Management
- Analysis Skills
- Securities Law
- Equity Research
- Investment Management
- Private equity
- Process Management
- Financial Modeling
- Bloomberg
About Company
Hire Resolve connects Job seekers to Employers. The company is a Specialist Recruitment & Staffing company with a national presence with a customer base of listed companies on the JSE and global multinationals. The company prides itself on its technical & industry knowledge. The cons ... View more
