Senior Investment Analyst (Insurance Portfolios)

Placements24; Willows (CA); Hybrid; USD 55,000 - 97,000; Full time

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.

Skills

Analytical thinking

Financial modeling

Market research

Communication skills

Team collaboration

Education

Bachelor's degree in Finance/Economics/Mathematics

Master's degree

CFA designation

Tools

Bloomberg

FactSet

Job description

About the Role

Our client, a distinguished insurance group, is looking for a highly analytical and experienced Senior Investment Analyst to join their finance team in Welkom, Free State. This role is integral to managing and optimizing the investment portfolios that support the company's insurance liabilities. The Senior Investment Analyst will conduct in-depth market research, security analysis, and financial modeling to identify investment opportunities and risks. This position requires a deep understanding of fixed income and equity markets, as well as strong knowledge of regulatory requirements for insurance asset management. The successful candidate will collaborate closely with the Chief Investment Officer and other stakeholders to ensure the investment strategy aligns with the company's risk appetite and financial objectives. This is a challenging and rewarding role for an individual seeking to apply their expertise in a dynamic financial environment within Welkom, Free State.

Key Responsibilities

• Conduct comprehensive research and analysis of financial markets, economic trends, and investment opportunities.
• Perform fundamental and quantitative analysis of potential investments, including equities, fixed income, and alternative assets.
• Develop and maintain financial models to assess investment performance, risk, and potential returns.
• Monitor existing investment portfolios, identify performance issues, and recommend appropriate adjustments.
• Prepare detailed investment research reports, market commentary, and performance attribution analysis for senior management and investment committees.
• Ensure all investment activities comply with relevant regulations, internal policies, and investment mandates.
• Collaborate with actuarial and risk management teams to ensure investment strategies align with insurance liability matching and risk tolerance.
• Stay abreast of industry best practices, new financial instruments, and regulatory changes affecting institutional investors.
• Assist in the selection and monitoring of external investment managers when applicable.

Requirements

• A Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. A Master's degree and/or CFA designation is highly preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role, preferably within the insurance or asset management industry.
• Strong understanding of investment principles, financial markets, and various asset classes.
• Proficiency in financial modeling, valuation techniques, and statistical analysis tools.
• Experience with financial databases and analytical software (e.g., Bloomberg, FactSet).
• Excellent analytical, critical thinking, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Detail-oriented with a commitment to accuracy and thoroughness.
• Ability to work independently and collaboratively in a team environment in Welkom, Free State.

Benefits

• Our client offers a competitive salary package, performance-based bonuses, and comprehensive benefits including medical aid and a retirement fund.
• Opportunities for professional development, including support for CFA program studies, are available.
• Join a dedicated team in a significant role within the Welkom, Free State financial landscape.