Senior Investment Analyst

Placements24; Randburg; Hybrid; ZAR 1,446,000 - 2,410,000; Full time

Job summary

Placements24 is seeking a highly analytical Senior Investment Analyst to join our client’s remote team. You will conduct rigorous research, perform financial modeling, and support due diligence across equities, fixed income, and alternatives to inform investment decisions.

You will evaluate market trends, assess risks, and present data-driven recommendations to the investment committee. The ideal candidate has 5+ years in investment analysis or related fields, with CFA or MSc preferred, and

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related quantitative field; master's degree or CFA preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or equity research.
• Strong proficiency in financial modeling, valuation techniques, and data analysis tools.
• In-depth knowledge of various investment strategies and asset classes.
• Excellent analytical, written and verbal communication skills, with the ability to articulate complex concepts.
• Ability to work independently and manage multiple projects remotely.

Responsibilities

• Conduct comprehensive research and analysis of global financial markets and economic trends.
• Evaluate potential investment opportunities, including equities, fixed income, and alternative investments.
• Perform detailed financial modeling, valuation analysis, and due diligence for prospective investments.
• Prepare investment recommendations and present findings to the investment committee.
• Monitor existing portfolio performance and identify areas for optimization or risk mitigation.
• Maintain relationships with external investment managers, industry experts, and research providers.

Skills

Financial modeling

Valuation

Data analysis

Portfolio management

Communication skills

Education

Bachelor's degree in Finance or Economics

Master's degree or CFA designation preferred

Tools

Excel

Job description

Our client is seeking a highly analytical and insightful Senior Investment Analyst to join their team, working remotely. This role is pivotal in driving investment strategies by conducting thorough research, financial analysis, and due diligence on potential investment opportunities across various asset classes. You will be responsible for evaluating market trends, assessing risk factors, and providing data-driven recommendations to the investment committee. The ideal candidate will possess a strong understanding of financial markets, valuation methodologies, and portfolio management, contributing significantly to the firm's investment performance and growth from a remote setting.

Key Responsibilities

• Conduct comprehensive research and analysis of global financial markets and economic trends.
• Evaluate potential investment opportunities, including equities, fixed income, and alternative investments.
• Perform detailed financial modeling, valuation analysis, and due diligence for prospective investments.
• Prepare investment recommendations and present findings to the investment committee.
• Monitor existing portfolio performance and identify areas for optimization or risk mitigation.
• Maintain relationships with external investment managers, industry experts, and research providers.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; Master's degree or CFA designation is highly preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or equity research.
• Strong proficiency in financial modeling , valuation techniques, and data analysis tools.
• In-depth knowledge of various investment strategies and asset classes.
• Excellent analytical, written and verbal communication skills , with the ability to articulate complex investment concepts.
• Ability to work independently and manage multiple projects effectively in a remote environment.

Benefits

• Competitive salary and performance-based bonus potential.
• Fully remote work arrangement offering significant flexibility.
• Comprehensive health, dental, and vision insurance.
• Generous paid time off and professional development opportunities.
• Opportunity to work with a highly experienced investment team and shape investment strategies.