Remote Investment Strategist

Placements24; Mossel Bay; Hybrid; ZAR 1,200,000 - 2,000,000; Full time

Job summary

Placements24 is seeking a seasoned Investment Strategist to join its fully remote team. You will develop and execute strategies for high-net-worth clients and institutions through rigorous market research and economic analysis.

This autonomous role requires monitoring global markets, conducting both fundamental and quantitative analysis, and constructing diversified portfolios aligned with client objectives and risk tolerance.

Qualifications

• Master's degree in Finance, Economics, or related quantitative field.
• CFA designation highly preferred.
• 7+ years of experience in investment management, portfolio strategy, or a similar analytical role.
• Strong financial analysis, quantitative modeling, and portfolio construction.
• Deep knowledge of global capital markets and asset classes.
• Excellent written and verbal communication for remote work.

Responsibilities

• Develop and articulate investment strategies based on market research and risk assessment.
• Monitor global markets and macroeconomic trends for opportunities and risks.
• Construct and manage diversified portfolios aligned with client objectives and risk tolerance.
• Prepare investment reports and recommendations for clients and internal stakeholders.
• Collaborate with relationship managers to align strategies with client needs.

Skills

Market research

Economic analysis

Quantitative modeling

Portfolio construction

Financial analysis

Communication skills

Education

Master's degree in Finance or Economics

CFA designation preferred

Job description

About the Role

Our client is seeking a forward-thinking and analytical Investment Strategist to join their fully remote team, contributing to the development and execution of investment strategies for high-net-worth clients and institutional investors. In this role, you will conduct thorough market research, analyze economic trends, and identify investment opportunities across various asset classes. This is an excellent opportunity for a seasoned professional to work autonomously in a remote setting, shaping investment portfolios and delivering exceptional financial guidance.

Key Responsibilities

• Develop and articulate investment strategies based on thorough market research, economic analysis, and risk assessment.
• Monitor global financial markets and macroeconomic trends, identifying potential investment opportunities and risks.
• Construct and manage diversified investment portfolios tailored to client objectives and risk tolerance.
• Conduct fundamental and quantitative analysis of securities across various asset classes (equities, fixed income, alternatives).
• Prepare detailed investment reports, performance reviews, and recommendations for clients and internal stakeholders.
• Collaborate with client relationship managers to understand client needs and ensure alignment of investment strategies.

Requirements

• Master's degree in Finance, Economics, or a related quantitative field.
• A CFA designation is highly preferred.
• Minimum of 7 years of experience in investment management, portfolio strategy, or a similar analytical role within the financial services or banking sector.
• Proven ability to conduct in-depth financial analysis, quantitative modeling, and portfolio construction.
• Deep understanding of global capital markets, various asset classes, and investment vehicles.
• Exceptional research, analytical, and critical thinking skills.
• Excellent written and verbal communication skills, with the ability to present complex information clearly and persuasively in a remote setting.

Benefits

• Highly competitive salary and performance-based incentive compensation.
• Comprehensive health, dental, and vision insurance benefits.
• Significant contribution to retirement savings plans.
• Generous budget for continuing education and professional development.
• Fully remote work arrangement with flexible hours and opportunities for global collaboration.