Hire Resolve: Senior Investment Analyst

Headquarters: Remote Position URL: http://hireresolve.co.za 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! 📧 Contact: [email protected] 🌐 Website: www.hireresolve.co.za Reference: SIAnalyst_Remote_2025 To apply: https://weworkremotely.com/remote-jobs/hire-resolve-senior-investment-analyst