Senior Investment Analyst

Placements24

Kimberley

On-site

CAD 77,000 - 111,000

Full time

6 days ago

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Benefits offered by this job

Discretionary bonus

Medical aid

Retirement fund contributions

Support for CFA studies

Professional development opportunities

Job summary

Placements24, on behalf of a well-established investment firm in Kimberley, is seeking a Senior Investment Analyst to join the investment management team.

You will conduct in-depth research of markets, build models, and evaluate opportunities to support portfolio construction and risk assessment for client outcomes.

The role requires a strong analytical background, 5+ years of experience, and CFA progress; offers a competitive salary and development opportunities.

Qualifications

Bachelor's degree in Finance, Economics, Mathematics, or related quantitative field.
CFA designation or progress towards it is highly desirable.
Minimum of 5 years of experience in investment analysis or portfolio management.

Responsibilities

Perform fundamental and quantitative analysis of stocks, bonds, and other investment instruments.
Develop financial models and forecasts to assess investment opportunities and risks.
Monitor macroeconomic trends and their potential impact on investment portfolios.
Contribute to investment strategy formulation and portfolio construction.
Prepare detailed investment research reports and presentations for the investment committee.
Track portfolio performance and conduct attribution analysis.

Skills

Strong analytical abilities

Quantitative skills

Financial modeling

Teamwork and collaboration

Education

Bachelor's degree in Finance, Economics, Mathematics

CFA designation or progress towards it desirable

Job description

About the Role

Our client, a well-established investment firm located in Kimberley , is seeking a skilled Senior Investment Analyst to join their investment management team. This role is responsible for conducting in-depth research and analysis of financial markets, securities, and economic trends to support investment decisions. You will play a crucial role in portfolio construction, risk assessment, and performance evaluation. The ideal candidate possesses strong analytical capabilities, a deep understanding of investment strategies, and a passion for delivering superior investment outcomes for clients in the Northern Cape .

Key Responsibilities

Perform fundamental and quantitative analysis of stocks, bonds, and other investment instruments.
Develop financial models and forecasts to assess investment opportunities and risks.
Monitor macroeconomic trends and their potential impact on investment portfolios.
Contribute to investment strategy formulation and portfolio construction.
Prepare detailed investment research reports and presentations for the investment committee.
Track portfolio performance and conduct attribution analysis.

Requirements

Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field; CFA designation or progress towards it is highly desirable.
Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial field.
Strong quantitative and analytical skills with expertise in financial modeling.
In-depth knowledge of capital markets, financial instruments, and valuation techniques.
Excellent research, writing, and presentation skills.
Ability to work effectively in a team-oriented, deadline-driven environment.

Benefits