Lead Investment Strategist

Placements24; Cape Town; On-site; ZAR 2,000,000 - 3,200,000; Full time

Benefits offered by this job

Base salary with bonus

Private medical insurance

Retirement annuity

Life assurance

Professional development funding

Cape Town location

On-site fitness facilities

Team-building events

Cafeteria subsidy

Job summary

Placements24 is seeking a Lead Investment Strategist for its Cape Town offices. You will shape the firm's investment philosophy, guide macro research, and craft portfolios aligned with client objectives.

The role requires a deep understanding of global markets, strong leadership, and a track record in asset allocation and risk management. A CFA designation is highly preferred, with residency/work eligibility in South Africa.

Qualifications

• Master's degree in Finance, Economics, Business Administration, or related field.
• CFA designation highly preferred.
• 8+ years in investment management, portfolio strategy, or macroeconomic research.
• Expertise in asset allocation, portfolio construction, and risk management.
• Strong analytical, communication, and leadership abilities.
• Experience with financial modeling and data analysis tools.
• Residency or eligible to work in South Africa.

Responsibilities

• Develop and articulate the firm's overall investment strategy, including asset allocation and market outlook.
• Conduct macroeconomic research to inform decisions.
• Identify opportunities across equities, fixed income, alternatives, and real estate.
• Construct and manage portfolios to meet client mandates and risk profiles.
• Collaborate with portfolio managers, researchers, and client relations.
• Present strategies and reviews to investment committee and stakeholders.
• Monitor global developments and assess impact on investments.
• Stay updated on industry best practices and regulatory changes.
• Mentor junior members of the investment strategy team.

Job description

About the Role

Our client, a prestigious asset management firm headquartered in the vibrant city of Cape Town, Western Cape , is actively searching for an accomplished Lead Investment Strategist. This senior role demands a forward-thinking individual with a deep understanding of global financial markets and a proven track record in developing and executing successful investment strategies. You will be instrumental in guiding the firm's investment philosophy, identifying macro trends, and crafting portfolios that align with our clients' financial objectives. The position is based in our modern offices in Cape Town , offering a unique blend of challenging work and the breathtaking beauty of the surrounding landscape. This is an exceptional career opportunity for a seasoned professional within the Banking & Finance sector looking to make a significant impact.

Key Responsibilities

• Develop and articulate the firm's overall investment strategy, encompassing asset allocation and market outlook.
• Conduct in-depth macroeconomic research and analysis to inform investment decisions.
• Identify and evaluate investment opportunities across various asset classes, including equities, fixed income, alternatives, and real estate.
• Construct and manage investment portfolios to meet specific client mandates and risk profiles.
• Collaborate closely with portfolio managers, research analysts, and client relationship teams.
• Present investment strategies and performance reviews to the investment committee and key stakeholders.
• Monitor global economic and political developments, assessing their potential impact on investments.
• Stay abreast of industry best practices, regulatory changes, and emerging investment trends.
• Mentor and guide junior members of the investment strategy team.

Requirements

• Master's degree in Finance, Economics, Business Administration, or a related quantitative field.
• A CFA designation is highly preferred.
• At least 8 years of progressive experience in investment management, portfolio strategy, or macroeconomic research.
• Demonstrated expertise in asset allocation, portfolio construction, and risk management techniques.
• Strong analytical skills with the ability to interpret complex data and formulate actionable insights.
• Excellent presentation and communication skills, with the ability to convey complex ideas clearly and persuasively.
• Proven leadership capabilities and experience in managing teams.
• In-depth knowledge of global financial markets and various investment instruments.
• Proficiency in financial modeling software and data analysis tools.
• Residency or eligibility to work in South Africa.

Benefits

• This role offers a highly attractive base salary complemented by a substantial performance-based bonus structure.
• Our client provides comprehensive private medical insurance, a top-tier retirement annuity plan, and generous life assurance coverage.
• We champion continuous learning and offer significant support for professional development, including funding for further certifications and advanced studies.
• You will work in a sophisticated and intellectually stimulating environment in our prime Cape Town location, with access to cutting-edge research tools and market intelligence.
• Additional perks include a subsidized gourmet cafeteria, on-site fitness facilities, and regular team-building events.
• This is an unparalleled opportunity to shape investment futures in a leading financial institution.