Remote Investment Strategist - Wealth Management

Placements24; Mossel Bay; Hybrid; ZAR 2,488,000 - 3,814,000; Full time

Benefits offered by this job

Health insurance

Retirement planning

Fully remote work

Job summary

Placements24 is seeking an experienced Remote Investment Strategist to join a globally distributed investment committee. You will conduct market research, analyze macro trends, and develop strategic recommendations for high-net-worth clients from a fully remote setting.

The ideal candidate has 7–10 years in investment strategy or related fields, a Masters in Finance/Economics, and CFA is strongly preferred.

Qualifications

• Advanced knowledge of asset allocation and portfolio construction.
• Strong macroeconomic analysis and scenario planning abilities.
• Ability to develop strategic investment recommendations for high-net-worth clients.

Responsibilities

• Develop strategic asset allocation across equities, fixed income and alternatives.
• Conduct macroeconomic analysis to inform investment decisions.
• Research and evaluate opportunities including securities and funds.
• Collaborate with portfolio managers to implement strategies.
• Prepare market commentary and client-facing reports.
• Present strategies to investment committees and clients.
• Monitor global events and assess impact on portfolios.
• Contribute to firm thought leadership and research.

Skills

Asset allocation

Portfolio construction

Risk management

Global markets

Remote collaboration

Education

Master's degree in Finance or Economics

CFA designation

Job description

About the Role

Our client, a prestigious independent wealth management firm, is seeking a highly experienced and visionary Remote Investment Strategist to join their globally distributed investment committee. This role is designed for an individual with a deep understanding of global financial markets, asset allocation, and portfolio construction, capable of contributing to investment strategy formulation from a remote setting. You will be responsible for conducting in-depth market research, analyzing macroeconomic trends, and developing strategic investment recommendations for high-net-worth clients. The position is fully remote, allowing you to work from any location while collaborating closely with a team of experts across different time zones. The ideal candidate is a thought leader, passionate about generating innovative investment ideas and articulating complex market views. This is an exceptional opportunity to shape investment portfolios for discerning clients and contribute to the firm's success on a global scale. You will play a crucial role in guiding investment decisions and ensuring alignment with client objectives and risk profiles. The firm prides itself on its independent research and commitment to client-centric solutions, making this a highly influential role.

Key Responsibilities

• Develop and articulate strategic asset allocation recommendations across various asset classes (equities, fixed income, alternatives, etc.).
• Conduct rigorous macroeconomic analysis and scenario planning to inform investment decisions.
• Research and evaluate investment opportunities, including individual securities, funds, and alternative investments.
• Collaborate with portfolio managers and advisors to ensure strategies are implemented effectively for clients.
• Prepare comprehensive market commentary, investment outlooks, and client-facing reports.
• Present investment strategies and market views to internal investment committees and external clients.
• Monitor global economic and geopolitical events, assessing their potential impact on investment portfolios.
• Contribute to the firm's investment philosophy and thought leadership content.
• Stay current with industry trends, regulatory changes, and new investment products.
• Maintain strong relationships with external research providers and asset managers.

Requirements

• Master's degree in Finance, Economics, or a related quantitative field.
• CFA designation is strongly preferred.
• Minimum of 7-10 years of experience in investment strategy, portfolio management, or investment research, preferably within wealth management or asset management.
• Demonstrated expertise in asset allocation, portfolio construction, and risk management.
• Deep understanding of global financial markets, economic drivers, and geopolitical influences.
• Excellent analytical, research, and critical thinking skills.
• Exceptional written and verbal communication skills, with the ability to convey complex ideas clearly and persuasively.
• Proven ability to work independently and effectively in a remote, collaborative environment.
• Proficiency in financial modeling and analytical software.
• Experience presenting investment strategies to sophisticated audiences.
• A strong network within the investment community is an advantage.

Benefits

• Shape investment strategies for a discerning international clientele.
• Highly competitive compensation package with significant bonus potential.
• Comprehensive benefits including health insurance and retirement planning.
• Fully remote work arrangement offering unparalleled flexibility and autonomy.
• Opportunity to work with a highly respected and independent wealth management firm.
• Access to cutting-edge research platforms and tools.
• Engage in intellectually stimulating discussions and contribute to industry thought leadership.
• Professional development support and opportunities for advancement.