Remote Investment Strategist

Placements24; United States; À distance; USD 150 000 - 240 000; Plein temps

Avantages offerts par ce poste

Competitive base salary

Equity participation opportunities

Remote-friendly with flexible schedule

Health, dental, vision coverage

Retirement savings plan

Professional development support

Résumé du poste

Placements24 is seeking a Remote Investment Strategist for a prestigious investment firm. The role emphasizes developing strategies, rigorous market research, and asset allocation across global clients.

A strong quantitative background and exceptional analytical skills are essential for success in a remote, results-driven environment. The ideal candidate holds a master's degree in a quantitative field, a CFA is preferred, and has at least seven years of experience in investment strategy or

Qualifications

• Master's degree in Finance, Economics, Mathematics, or related quantitative discipline.
• CFA designation is highly preferred.
• Minimum of 7 years in investment strategy, portfolio management, or financial advisory roles.
• Deep understanding of global markets, asset allocation, and risk management.

Responsabilités

• Develop, refine, and communicate investment strategies across asset classes.
• Conduct market research to identify opportunities and risks.
• Analyze portfolio performance and advise on optimization and rebalancing.
• Create investment proposals and presentations for clients and stakeholders.
• Monitor global economic trends and geopolitical impacts on portfolios.
• Collaborate with PMs and researchers to align with firm philosophy.
• Contribute to thought leadership and market commentary.
• Maintain knowledge of instruments, regulations, and best practices.
• Utilize financial modeling and data analysis tools to support decisions.

Connaissances

Analytical thinking

Communication skills

Remote work

Self-motivation

Problem solving

Data visualization

Formation

Master's degree in Finance, Economics, Mathematics

Outils

Excel

Python

R

Bloomberg Terminal

Description du poste

About the Role

Our client, a prestigious investment firm, is seeking an exceptional Remote Investment Strategist to join their global team. This fully remote position allows you to contribute your expertise from anywhere in South Africa.

You will be responsible for developing and articulating investment strategies, conducting in-depth market research, and advising on asset allocation for a diverse range of clients.

The ideal candidate possesses a strong quantitative background, exceptional analytical skills, and a comprehensive understanding of global financial markets.

We are looking for a forward‑thinking individual who can thrive in an independent, results‑oriented remote environment and significantly contribute to our clients' financial success and the firm's strategic growth.

Key Responsibilities

• Develop, refine, and communicate investment strategies across various asset classes.
• Conduct comprehensive economic and market research to identify investment opportunities and risks.
• Analyze portfolio performance and provide strategic recommendations for optimization and rebalancing.
• Create detailed investment proposals and presentations for clients and internal stakeholders.
• Monitor global economic trends, geopolitical events, and their potential impact on investment portfolios.
• Collaborate with portfolio managers and research analysts to ensure alignment with firm-wide investment philosophy.
• Contribute to the development of thought leadership content and market commentary.
• Maintain up‑to‑date knowledge of financial instruments, regulations, and best practices.
• Utilize sophisticated financial modeling and data analysis tools to support strategic decisions.

Requirements

• Master's degree in Finance, Economics, Mathematics, or a related quantitative discipline. A CFA designation is highly preferred.
• Minimum of 7 years of experience in investment strategy, portfolio management, or financial advisory roles.
• Proven track record in developing and implementing successful investment strategies.
• Deep understanding of global financial markets, asset allocation, and risk management principles.
• Expertise in financial modeling, quantitative analysis, and data visualization tools (e.g., Excel, Python, R, Bloomberg Terminal).
• Exceptional analytical, critical thinking, and problem‑solving skills.
• Outstanding written and verbal communication skills, with the ability to present complex ideas clearly and persuasively.
• Self‑motivated and able to work effectively with minimal supervision in a remote setting.
• Strong ethical standards and a commitment to client best interests.

Benefits

• Highly competitive salary and substantial performance‑based bonus potential.
• Equity participation opportunities for long‑term employees.
• Flexible working arrangements and the ability to work from anywhere remotely.
• Comprehensive health, dental, and vision insurance plans.
• Generous contributions to a retirement savings plan.
• Support for professional development, including conference attendance and certifications.
• Opportunity to work with a highly respected global investment firm.