Senior Investment Analyst Hire Resolve

Insidentity; Remote; ZAR 600 000 - 800 000; Full time

Job summary

A high-growth investment management firm is looking for a Senior Investment Analyst to support Financial Advisers with client investment needs. This fully remote role involves managing portfolio strategies, executing deliverables, and improving processes. Ideal candidates should possess strong analytical and communication skills to drive firm growth and service excellence.

Qualifications

• Demonstrated history of accurate portfolio management and investment strategy execution.
• Ability to conduct detailed research and produce insightful analyses.
• Strong ability to manage multiple deliverables with tight deadlines.

Responsibilities

• Own the monitoring and execution of model portfolios.
• Prepare rebalancing calculations and ensure accurate documentation.
• Conduct research to support model portfolios and report performance.

Skills

Investment analysis

Portfolio management

Attention to detail

Research skills

Communication skills

Job description

Are you a highly accountable and resourceful Investment Analyst with a proven track record of owning end-to-end deliverables and driving accuracy in portfolio management?

Our client, a high-growth firm in the Investment Management sector, is seeking a meticulous Senior Investment Analyst (SIA) to join their team.

This pivotal fully remote role supports Financial Advisers (FAs) with client investment needs and is responsible for the quality, cadence, and execution of weekly and monthly investment deliverables.

This is a high-impact position that offers the opportunity to collaborate with Directors, own critical processes, and directly contribute to the firm's growth and high standard of service.

Key Responsibilities

• Investment Strategy & Execution / Portfolio Management – Own the monitoring and accurate execution of model portfolios.
• Rebalancing – Prepare accurate rebalancing calculations and dealing instructions; ensure all documentation is completed and processed correctly.
• Research & Maintenance – Conduct research to support model portfolios; track performance versus benchmarks and flag exceptions with proposed actions.
• Reporting & Deliverable Ownership – Cadence Management – Own the delivery calendar and maintain a live checklist, escalating risks ahead of deadlines to ensure reliability.
• Weekly Deliverables – Produce and monitor weekly deliverables, including market recaps, adviser requests, and reminder management.
• Monthly Deliverables – Prepare monthly asset outlooks, portfolio returns, and ensure timely dissemination or filing.
• Portfolio Analysis – Produce comparison reports, valuations, and analysis to promote model portfolios; support bespoke portfolio construction outside of standard models when required.
• Advisory Support & Education – Adviser Enablement – Combine strong technical competence with commercial awareness to create concise materials (e.g., one-pagers, scenario analyses) that improve adviser conversion and client retention.
• Webinars & Meetings – Plan, build, and deliver webinars on investment models and market views for both clients and advisers; attend joint client/adviser meetings to present model rationale and performance context.
• Process Improvement – Execute ad‑hoc projects from Directors and continuously improve processes (e.g., automation, templates) for measurable time or error reduction.