Investment Strategist - Wealth Management

Placements24; Sandton; Hybrid; ZAR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Competitive salary

Medical aid and life insurance

Retirement planning

Growth opportunities

Exposure to high-profile clients

Job summary

Placements24, a premier wealth management firm in Sandton, seeks an analytical Investment Strategist to shape strategic asset allocation and macroeconomic themes for clients.

The role requires 6+ years in investment strategy, a Master’s in Finance or Economics, and CFA designation preferred. You will conduct global research, build diversified portfolios, and present recommendations to clients and committees in a hybrid work setting.

Qualifications

• Master's degree in Finance, Economics, or related field.
• CFA designation is highly preferred.
• Minimum of 6 years of experience in investment strategy or related roles.
• Strong quantitative and analytical skills with financial modeling ability.
• Excellent written and verbal communication; able to present to clients and committees.

Responsibilities

• Develop and articulate macroeconomic outlook and investment themes.
• Formulate asset allocation models across global markets.
• Research asset classes including equities, fixed income, alternatives, and real estate.
• Analyze markets, data, and geopolitical events to identify opportunities and risks.
• Prepare investment proposals and portfolio recommendations for clients and committees.
• Monitor portfolio performance and adjust strategies as needed.
• Collaborate with portfolio managers and advisors to implement strategies.
• Contribute to market commentaries and thought leadership.

Skills

Master's degree

CFA designation

Investment analysis

Financial modeling

Client communication

Education

Master's degree in Finance or Economics

Tools

Excel

Bloomberg Terminal

Job description

About the Role

Our client, a premier wealth management firm, is seeking a highly analytical and forward-thinking Investment Strategist to join their esteemed team in Sandton, Gauteng. This pivotal role involves developing and articulating investment strategies that align with the firm's market outlook and client objectives. You will be responsible for conducting thorough macroeconomic research, analyzing global financial markets, and constructing diversified investment portfolios across various asset classes. The ideal candidate possesses a deep understanding of investment principles, strong analytical capabilities, and excellent communication skills to effectively convey complex strategies to clients and internal stakeholders. This position is integral to the Banking & Finance sector, offering a dynamic career path with a Hybrid work arrangement that balances office synergy with remote flexibility. Join us in shaping investment futures from the heart of Sandton.

Key Responsibilities

• Develop and communicate the firm's macroeconomic outlook and investment themes.
• Formulate and implement strategic asset allocation models across global markets.
• Conduct in-depth research on various asset classes, including equities, fixed income, alternatives, and real estate.
• Analyze financial markets, economic data, and geopolitical events to identify investment opportunities and risks.
• Create and present investment proposals and portfolio recommendations to clients and investment committees.
• Monitor portfolio performance and conduct regular reviews, making tactical adjustments as needed.
• Collaborate with portfolio managers and financial advisors to ensure strategies are effectively implemented.
• Stay abreast of industry trends, regulatory changes, and new investment products.
• Contribute to thought leadership content, such as market commentaries and white papers.
• Maintain strong relationships with external research providers and investment managers.

Requirements

• Master's degree in Finance, Economics, or a related field.
• A CFA designation is highly preferred.
• Minimum of 6 years of experience in investment strategy, asset allocation, portfolio management, or investment research.
• Proven ability to conduct sophisticated macroeconomic and financial market analysis.
• Deep understanding of diverse asset classes and portfolio construction techniques.
• Excellent quantitative and analytical skills, with proficiency in financial modeling and data analysis tools.
• Exceptional written and verbal communication skills, with a talent for presenting complex information clearly.
• Strong presentation skills and the ability to engage effectively with clients and colleagues.
• Ability to work independently and collaboratively in a team-oriented environment.
• Prior experience in a Hybrid work setting is advantageous.
• High level of integrity and ethical conduct.

Benefits

• Competitive salary and comprehensive bonus structure tied to firm and individual performance.
• Full suite of benefits including medical aid, life insurance, and retirement planning.
• Significant opportunities for professional growth and development.
• Exposure to high-profile clients and complex investment decisions.
• Dynamic work environment within the financial hub of Sandton.