Senior Investment Analyst - Client Portfolio Insights

TallRock Capital; Wes-Kaap; On-site; ZAR 60 000 - 80 000; Full time

Job summary

A financial services firm in South Africa is seeking a Senior Investment Analyst to support Financial Advisers with client investment needs. The role involves overseeing deliverables, handling rebalancing processes, and conducting portfolio analysis. The ideal candidate will have strong analytical and communication skills, a background in finance, and the ability to present webinars. This position offers an opportunity to work collaboratively across departments to enhance service quality.

Qualifications

• Proven experience as an investment analyst or similar role.
• Ability to present complex information clearly.
• Familiar with portfolio management and investment strategies.

Responsibilities

• Oversee and manage weekly and monthly deliverables.
• Prepare and execute rebalancing processes accurately.
• Conduct model portfolio research and maintenance.
• Plan and deliver educational webinars for clients.
• Support advisers in client meetings and portfolio analysis.

Skills

Strong analytical skills

Client engagement

Communication skills

Education

Bachelor's degree in Finance or related field

Tools

Financial modeling software

Adobe Sign

Job description

A financial services firm in South Africa is seeking a Senior Investment Analyst to support Financial Advisers with client investment needs. The role involves overseeing deliverables, handling rebalancing processes, and conducting portfolio analysis. The ideal candidate will have strong analytical and communication skills, a background in finance, and the ability to present webinars. This position offers an opportunity to work collaboratively across departments to enhance service quality.