Job Description

Job Summary
Executive Career Opportunity: Senior Investment Analyst - 100% Remote

• Location: Fully Remote (South African Citizens Only)
• Industry: Investment Management / Financial Services
• Salary: Highly Competitive Market-Related CTC Package
• Start Date: ASAP/Urgent

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.
Key Responsibilities:
Investment Strategy & Execution
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.
Reporting & Deliverable Ownership
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.
Advisory Support & Education
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.
Minimum Requirements (Skills and Attributes):
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.
How to Apply:
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!
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Reference: SIAnalyst_Remote_2025
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Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.

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