Remote Investment Strategist - Wealth Management

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

Benefits offered by this job

100% remote work

Executive-level salary + bonus

Premium medical aid

Retirement savings plan

Professional development support

Job summary

Placements24 is seeking a skilled Remote Investment Strategist to guide portfolio construction and asset allocation for high-net-worth clients from a distributed team. The role emphasizes independent work, strategic thinking, and clear communication with advisors and clients.

The candidate should bring 6+ years in investment strategy and a deep understanding of global markets, with CFA progress considered highly desirable. Pretoria, Gauteng alignment supports strong team identity.

Qualifications

• Master's degree in Finance, Economics, Business Administration, or related field.
• Strong analytical and quantitative abilities are essential.
• Excellent communication and presentation skills are required.
• Experience with portfolio management and investment modeling is expected.

Responsibilities

• Develop investment strategies and asset allocation models for client portfolios.
• Conduct macroeconomic analysis and identify opportunities and risks.
• Monitor and rebalance portfolios; perform attribution analysis.
• Communicate strategies and market outlooks to wealth advisors and clients.

Skills

Analytical skills

Quantitative skills

Communication

Presentation

CFA

Financial modeling

Education

Master's degree in Finance

Tools

Portfolio management systems

Financial modeling software

Job description

About the Role

Our client, a distinguished wealth management firm, is seeking a highly skilled and motivated Remote Investment Strategist to join their forward-thinking team. This is a fully remote position, offering the ultimate flexibility to contribute to the strategic direction of investment portfolios from anywhere. You will be responsible for developing and articulating investment strategies that align with client objectives and market dynamics, focusing on optimizing returns while managing risk. This role requires a deep understanding of global financial markets, asset allocation, and portfolio construction. As a remote-first company, we leverage technology and strong communication practices to ensure seamless collaboration and productivity across our distributed team, serving clients from our strategic base in Pretoria, Gauteng .

Key Responsibilities

• Develop and refine comprehensive investment strategies and asset allocation models for diverse client portfolios.
• Conduct in-depth macroeconomic analysis and market research to identify investment opportunities and risks.
• Formulate actionable investment recommendations based on quantitative and qualitative research.
• Monitor portfolio performance, conduct attribution analysis, and rebalance portfolios as necessary.
• Collaborate with wealth advisors to effectively communicate investment strategies and market outlooks to clients.
• Stay abreast of global economic trends, geopolitical events, and regulatory changes impacting financial markets.
• Contribute to the development of proprietary investment research and thought leadership.
• Utilize financial modeling and analytical tools to support investment decision-making.

Requirements

• Master's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 6 years of experience in investment strategy, portfolio management, or asset allocation.
• Proven track record of developing successful investment strategies in various market conditions.
• Deep understanding of global financial markets, asset classes, and investment vehicles.
• Strong analytical, quantitative, and critical thinking skills.
• Excellent communication and presentation skills, with the ability to articulate complex ideas clearly.
• Proficiency in financial modeling software and portfolio management systems.
• CFA designation or progress towards it is highly desirable.
• Demonstrated ability to work independently and manage multiple priorities in a remote setting.

Benefits

• Embrace the flexibility of a 100% remote work arrangement, allowing you to structure your workday effectively.
• Our client offers a competitive executive-level salary, complemented by a generous bonus incentive program.
• You will have access to a comprehensive benefits package, including premium medical aid and a robust retirement savings plan.
• Opportunities for continuous professional development are encouraged, with support for further qualifications and industry engagement.
• While fully remote, the role is strategically associated with Pretoria, Gauteng , providing a strong sense of team and corporate identity.
• Enjoy a culture that values innovation, intellectual curiosity, and collaboration, supported by cutting-edge technology platforms.
• We also provide resources for maintaining well-being and productivity in a remote environment.