Senior Investment Analyst at Hire Resolve. Location Information: Gauteng. . . Headquarters:. Remote Position . URL:. . http://hireresolve.co.za. . . Executive Career Opportunity: Senior Investment Analyst – 100% Remote. Location:. Fully Remote (South African Citizens Only). Industry:. Investment Management / Financial Services. Salary:. Highly Competitive Market-Related CTC Package. Start Date:. ASAP/Urgent. 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 100% 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.. . Minimum Requirements (Skills and Attributes):. Experience:. Proven experience as an Investment Analyst or similar role, preferably within a regulated investment management environment.. . Technical & Systems:. Strong technical competence in data, analytics, and investment tools. . . Core Competencies:. Must demonstrate high levels of . Accountability. (owning tasks end-to-end), . Resourcefulness. (seeking and applying tools), and a commitment to . Collaboration. .. . Accuracy:. Demonstrated history of near-perfect accuracy, particularly with high-stakes tasks like dealing instructions (Zero errors is a measure of success).. . Communication:. Excellent communication skills required for communicating complex investment views to clients and advisers via meetings and webinars.. . How to Apply:. If you are a resourceful and highly analytical Investment Analyst ready to excel in a fully remote role:. Send your comprehensive CV to the Hire Resolve team.. Connect with Lidene Pienaar via LinkedIn today!. 📧 . Contact:. . [email protected]. . 🌐 . Website:. . www.hireresolve.co.za. . Reference:. SIAnalyst_Remote_2025. . . To apply:. . https://weworkremotely.com/remote-jobs/hire-resolve-senior-investment-analyst.
Senior Investment Analyst at Hire Resolve