Investment Analyst - Insurance Portfolios

Placements24; Sandton; Hybrid; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive salary

Private medical aid

Provident fund

Generous vacation time

Flexibility and work-life balance

CFA study support

Job summary

Placements24 invites an analytical Investment Analyst to optimize insurance investment portfolios. The role is primarily remote with a Sandton-based team, focusing on financial markets, asset allocation, and risk management within regulatory guidelines.

Ideal candidates will have 4+ years in investment analysis, strong quantitative skills, and proficiency with tools like Bloomberg or FactSet. Collaboration with actuaries and risk teams is essential for strategic portfolio health.

Qualifications

• Bachelor's degree in a quantitative field or equivalent.
• Minimum 4 years in investment analysis, portfolio management, or similar.
• Experience with insurance portfolios or regulatory considerations is a plus.

Responsibilities

• Research global markets, asset classes, and trends affecting portfolios.
• Develop investment strategies aligned with risk appetite and liabilities.
• Perform due diligence on opportunities, funds, and direct investments.
• Produce investment research and performance reports for senior management.
• Monitor and rebalance allocations to meet targets and risk parameters.
• Collaborate with actuaries and risk teams on insurance requirements.
• Stay current on regulatory changes impacting asset management.
• Engage with managers, brokers, and providers to optimize investments.
• Support formulation of the company investment policy.
• Utilize investment software and analytics tools effectively.

Skills

Analytical skills

Financial modeling

Quantitative analysis

Communication skills

Portfolio management

Risk awareness

Regulatory awareness

Education

Bachelor's degree in Finance/Economics/Mathematics

Tools

Bloomberg

FactSet

Job description

About the Role

Our client, a prominent insurance and financial services group, is seeking a highly analytical Investment Analyst to manage and optimize their diverse insurance investment portfolios. This role, primarily remote, requires a deep understanding of financial markets, investment strategies, and the specific asset allocation needs of insurance companies. You will be responsible for researching investment opportunities, conducting financial analysis, and making recommendations to enhance portfolio returns while managing risk within established guidelines. The ideal candidate possesses strong quantitative skills, a keen market sense, and the ability to communicate complex investment concepts effectively. Join our Sandton-based team and contribute to the financial health and strategic growth of our insurance operations through astute investment management.

Key Responsibilities

• Research and analyze global financial markets, economic trends, and various asset classes (equities, fixed income, alternatives).


• Develop and implement investment strategies tailored to the specific objectives and risk tolerance of insurance portfolios.


• Conduct due diligence on potential investment opportunities, including fund managers and direct investments.


• Prepare detailed investment research reports, performance analyses, and portfolio reviews for senior management.


• Monitor portfolio performance and rebalance asset allocations as necessary to meet return targets and risk parameters.


• Collaborate with actuaries and risk management teams to ensure investment strategies align with liabilities and regulatory requirements.


• Stay informed about regulatory changes affecting insurance asset management.


• Build and maintain relationships with investment managers, brokers, and other financial service providers.


• Utilize investment management software and analytical tools effectively.


• Contribute to the formulation of the company's overall investment policy.

Requirements

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.


• Minimum of 4 years of experience in investment analysis, portfolio management, or a related financial role, preferably within the insurance sector.


• Strong understanding of financial markets, investment principles, and asset allocation strategies.


• Proficiency in financial modeling, valuation techniques, and quantitative analysis.


• Excellent analytical, critical thinking, and problem-solving skills.


• Strong written and verbal communication skills, with the ability to present complex information clearly.


• Experience with investment management platforms and tools (e.g., Bloomberg, FactSet).


• Progress towards or possession of relevant professional designations (e.g., CFA) is a significant advantage.


• Ability to work independently and manage multiple priorities effectively in a remote setting.


• Familiarity with insurance accounting and regulatory requirements is a plus.

Benefits

• competitive salary and bonus structure


• private medical aid


• provident fund


• generous vacation time


• excellent flexibility and work-life balance


• opportunities for professional development, including support for CFA program studies

You will join a highly professional and collaborative team, contributing directly to the financial success of a leading insurance group. This role offers significant responsibility and the chance to influence investment decisions from our Sandton location, with the flexibility of remote work.