Senior Investment Analyst - Remote
Company: Hire Resolve Location: Remote (South African Citizens Only) URL: http://hireresolve.co.za
About the Role
Hire Resolve is seeking a meticulous Senior Investment Analyst (SIA) to join their team. This is a fully remote role supporting Financial Advisers (FAs) with client investment needs. The SIA 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
- 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.
Compensation
- Highly Competitive Market-Related CTC Package
How to Apply
- 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