Senior Investment Analyst — CFA Support, Insurance Focus

Placements24

Willows (CA)

Hybrid

USD 55,000 - 97,000

Full time

43 hours ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Competitive salary

Bonuses

Medical aid

Retirement fund

CFA study support

Professional development

Job summary

Placements24 seeks a Senior Investment Analyst for its finance team in Welkom, Free State. The role focuses on researching markets, analyzing investments, and building models to optimize portfolios aligned with risk appetite and regulatory requirements.

The ideal candidate has 5+ years in investment analysis, strong financial modeling skills, and familiarity with Bloomberg or FactSet. A CFA or advanced degree is highly preferred, with opportunities for professional development.

Qualifications

Bachelor’s degree in Finance, Economics, Mathematics or related field.
Master’s degree and/or CFA designation highly preferred.
Minimum 5 years in investment analysis or related finance role.
Strong financial modeling, valuation, and statistical analysis skills.
Experience with Bloomberg, FactSet or similar platforms.

Responsibilities

Conduct market research and analyze investment opportunities.
Perform fundamental and quantitative analysis of equities, fixed income, and alternatives.
Develop financial models to assess performance and risk.
Monitor portfolios and propose adjustments to optimize returns.
Prepare research reports and present findings to senior management.
Ensure compliance with regulations and internal policies.