Remote Lead Investment Strategist

Placements24; Durban; Hybrid; ZAR 900,000 - 1,400,000; Full time

Benefits offered by this job

Competitive salary

Bonus structure

Health insurance

Retirement plan with employer matching

Professional development budget

Remote work from anywhere in SA

Access to top-tier data platforms

Virtual team-building activities

Job summary

Placements24 invites an experienced Lead Investment Strategist to join a globally distributed team working remotely from anywhere in South Africa. You will shape top-down investment themes, build model portfolios, and deliver market commentary to diverse clients.

The ideal candidate holds an advanced degree (MBA, MSc, or PhD) with CFA preferred, 7+ years in investment strategy, and strong macroeconomic and quantitative skills.

Qualifications

• Advanced degree in Finance, Economics, or related field.
• 7+ years in investment strategy, asset allocation, or portfolio management.
• Expertise in macroeconomic analysis, modeling, and quantitative research.
• Strong communication for remote collaboration and client interaction.
• Proficiency with Bloomberg/Refinitiv Eikon and analytics tools.

Responsibilities

• Develop and implement investment strategies across equities, fixed income, and alternatives.
• Conduct macroeconomic research to identify opportunities and risks.
• Construct and manage model portfolios for diverse client profiles.
• Generate market commentary, research reports, and client presentations.
• Collaborate with portfolio managers, researchers, and sales teams remotely.
• Monitor global trends and geopolitical events for strategy impact.
• Articulate theses and recommendations to stakeholders and clients.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Investment strategy

Asset allocation

Macroeconomic analysis

Portfolio management

Quantitative research

Communication skills

Remote collaboration

Education

Master's degree in Finance/Economics

MBA

PhD in related field

CFA designation preferred

Tools

Bloomberg

Refinitiv Eikon

Excel

Python for finance

Job description

About the Role

Our client is a forward-thinking financial advisory firm seeking an experienced and visionary Lead Investment Strategist to join their globally distributed team. This is a fully remote position, offering the flexibility to work from anywhere within South Africa, with a strong focus on driving investment strategies for our diverse clientele. You will be responsible for developing and articulating top-down investment themes, constructing model portfolios, and providing market commentary. The ideal candidate possesses a deep understanding of global macroeconomics, asset allocation, and risk management, with a proven track record of successful strategy implementation. This role is crucial for shaping the future of our investment offerings and requires a self-motivated individual comfortable in a remote-first environment.

Key Responsibilities

• Develop and implement sophisticated investment strategies across various asset classes (equities, fixed income, alternatives).
• Conduct in-depth macroeconomic research and analysis to identify investment opportunities and risks.
• Construct and manage model portfolios tailored to different client segments and risk profiles.
• Generate insightful market commentary, research reports, and client presentations.
• Collaborate effectively with portfolio managers, research analysts, and sales teams in a remote setting.
• Monitor global market trends and geopolitical events, assessing their impact on investment strategies.
• Articulate investment theses and strategic recommendations to internal stakeholders and clients.
• Ensure compliance with all regulatory requirements and internal policies.

Requirements

• Advanced degree (Master's, MBA, or Ph.D.) in Finance, Economics, or a related field. Professional designations like CFA are strongly preferred.
• Significant experience (7+ years) in investment strategy, asset allocation, portfolio management, or economic research within the banking & finance industry.
• Demonstrated expertise in macroeconomic analysis, financial modeling, and quantitative research.
• Proven ability to develop and communicate compelling investment strategies.
• Excellent written and verbal communication skills, essential for remote collaboration and client interaction.
• Proficiency with financial databases (e.g., Bloomberg, Refinitiv Eikon) and analytical tools.
• Self-disciplined, highly organized, and able to manage workload effectively in a remote setup.
• Strong understanding of global financial markets and different investment vehicles.
• Prior experience working remotely is a plus.

Benefits

• Highly competitive salary and performance-driven bonus structure.
• Comprehensive health, dental, and vision insurance.
• Generous retirement savings plan with employer matching.
• Significant professional development budget for conferences, certifications, and training.
• Complete flexibility to work from home anywhere in South Africa.
• Opportunity to shape and lead global investment strategies.
• Access to top-tier financial data and research platforms.
• Regular virtual team-building activities and a supportive remote culture.