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.

• CFA OR CIPM Registered Professional
• 4+ Years Experience in a similar role with global or international exposure
• Bachelor or Hons Degree in Finance Management , Investments or Economics.

 

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: *****@*****.co.za
? Website: www.********.co.za

Reference: SIAnalyst_Remote_2025

 

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.

• CFA OR CIPM Registered Professional
• 4+ Years Experience in a similar role with global or international exposure
• Bachelor or Hons Degree in Finance Management , Investments or Economics.

 

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: *****@*****.co.za
? Website: www.********.co.za

Reference: SIAnalyst_Remote_2025

 

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.

• CFA OR CIPM Registered Professional
• 4+ Years Experience in a similar role with global or international exposure
• Bachelor or Hons Degree in Finance Management , Investments or Economics.

 

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: *****@*****.co.za
? Website: www.********.co.za

Reference: SIAnalyst_Remote_2025

 

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.

• CFA OR CIPM Registered Professional
• 4+ Years Experience in a similar role with global or international exposure
• Bachelor or Hons Degree in Finance Management , Investments or Economics.

 

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: *****@*****.co.za
? Website: www.********.co.za

Reference: SIAnalyst_Remote_2025

 

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.

• CFA OR CIPM Registered Professional
• 4+ Years Experience in a similar role with global or international exposure
• Bachelor or Hons Degree in Finance Management , Investments or Economics.

 

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: *****@*****.co.za
? Website: www.********.co.za

Reference: SIAnalyst_Remote_2025

 

Position: Senior Investment Analyst (CFA Level I Minimum)

Location: Rivonia, JHB, GP

The Senior Investment Analyst will be responsible for conducting in-depth research and analysis on potential investment opportunities across various asset classes, including equities, fixed income, and alternative investments. The ideal candidate will have a strong background in financial analysis, risk management, and market research.

Key Responsibilities:

• Conduct thorough research on potential investment opportunities, including company financials, industry trends, and macroeconomic factors
• Develop financial models and valuations to assess the potential return and risk of investments
• Monitor and evaluate market trends to identify investment opportunities and risks
• Prepare investment recommendations and present findings to senior management
• Collaborate with portfolio managers and traders to execute investment strategies
• Stay current on market developments and regulatory changes that may impact investment decisions
• Mentor junior analysts and guide research methodologies and best practices

Qualifications:

• Bachelor’s or Master’s degree in Finance, Economics, or related field
• CFA Level I minimum, progress towards CFA Level II preferred
• Minimum of 5 years of experience in investment analysis or related field
• Strong analytical skills and attention to detail
• Proficiency in financial modeling and valuation techniques
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Knowledge of investment principles, asset classes, and market dynamics

The Senior Investment Analyst will play a key role in shaping the investment strategy and decision-making process. This position offers the opportunity to work with a talented team of professionals and contribute to the success of the firm’s investment portfolio.

Contact Hire Resolve for your next career-changing move today!

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Christine Els at *****@*****.co.za or on LinkedIn.
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

A leading, forward-thinking investment and wealth management firm is seeking an experienced Senior Investment Analyst to join its high-performing team. The company is known for its evidence-based approach to portfolio management, focus on long-term client success, and collaborative, professional culture.

????????????:
Bachelors degree in Finance, Investment Management, Economics, or a related field (Postgraduate qualification or CFA/CAIA advantageous).
Minimum 5 years experience in investment analysis, wealth management, or asset management.
Strong understanding of portfolio construction, asset allocation, and performance measurement.
High proficiency in Excel and investment reporting systems.
Excellent analytical, problem-solving, and communication skills.
Strong attention to detail and ability to manage multiple priorities under tight deadlines.

If you meet the above requirements and want to make a career changing move, email your CV to *****@*****.co.za or visit our website: www.********.co.za

Contact Hire Resolve for your next career-changing move.

Our client is offering a highly competitive salary for this role based on experience.

Apply for this role today, contact Chanel at Hire Resolve or on LinkedIn

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

A leading, forward-thinking investment and wealth management firm is seeking an experienced Senior Investment Analyst to join its high-performing team. The company is known for its evidence-based approach to portfolio management, focus on long-term client success, and collaborative, professional culture.

????????????:
Bachelors degree in Finance, Investment Management, Economics, or a related field (Postgraduate qualification or CFA/CAIA advantageous).
Minimum 5 years experience in investment analysis, wealth management, or asset management.
Strong understanding of portfolio construction, asset allocation, and performance measurement.
High proficiency in Excel and investment reporting systems.
Excellent analytical, problem-solving, and communication skills.
Strong attention to detail and ability to manage multiple priorities under tight deadlines.

If you meet the above requirements and want to make a career changing move, email your CV to *****@*****.co.za or visit our website: www.********.co.za

Contact Hire Resolve for your next career-changing move.

Our client is offering a highly competitive salary for this role based on experience.

Apply for this role today, contact Chanel at Hire Resolve or on LinkedIn

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

A leading, forward-thinking investment and wealth management firm is seeking an experienced Senior Investment Analyst to join its high-performing team. The company is known for its evidence-based approach to portfolio management, focus on long-term client success, and collaborative, professional culture.

????????????:
Bachelors degree in Finance, Investment Management, Economics, or a related field (Postgraduate qualification or CFA/CAIA advantageous).
Minimum 5 years experience in investment analysis, wealth management, or asset management.
Strong understanding of portfolio construction, asset allocation, and performance measurement.
High proficiency in Excel and investment reporting systems.
Excellent analytical, problem-solving, and communication skills.
Strong attention to detail and ability to manage multiple priorities under tight deadlines.

If you meet the above requirements and want to make a career changing move, email your CV to *****@*****.co.za or visit our website: www.********.co.za

Contact Hire Resolve for your next career-changing move.

Our client is offering a highly competitive salary for this role based on experience.

Apply for this role today, contact Chanel at Hire Resolve or on LinkedIn

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

A leading, forward-thinking investment and wealth management firm is seeking an experienced Senior Investment Analyst to join its high-performing team. The company is known for its evidence-based approach to portfolio management, focus on long-term client success, and collaborative, professional culture.

????????????:
Bachelors degree in Finance, Investment Management, Economics, or a related field (Postgraduate qualification or CFA/CAIA advantageous).
Minimum 5 years experience in investment analysis, wealth management, or asset management.
Strong understanding of portfolio construction, asset allocation, and performance measurement.
High proficiency in Excel and investment reporting systems.
Excellent analytical, problem-solving, and communication skills.
Strong attention to detail and ability to manage multiple priorities under tight deadlines.

If you meet the above requirements and want to make a career changing move, email your CV to *****@*****.co.za or visit our website: www.********.co.za

Contact Hire Resolve for your next career-changing move.

Our client is offering a highly competitive salary for this role based on experience.

Apply for this role today, contact Chanel at Hire Resolve or on LinkedIn

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

A leading, forward-thinking investment and wealth management firm is seeking an experienced Senior Investment Analyst to join its high-performing team. The company is known for its evidence-based approach to portfolio management, focus on long-term client success, and collaborative, professional culture.

????????????:
Bachelors degree in Finance, Investment Management, Economics, or a related field (Postgraduate qualification or CFA/CAIA advantageous).
Minimum 5 years experience in investment analysis, wealth management, or asset management.
Strong understanding of portfolio construction, asset allocation, and performance measurement.
High proficiency in Excel and investment reporting systems.
Excellent analytical, problem-solving, and communication skills.
Strong attention to detail and ability to manage multiple priorities under tight deadlines.

If you meet the above requirements and want to make a career changing move, email your CV to *****@*****.co.za or visit our website: www.********.co.za

Contact Hire Resolve for your next career-changing move.

Our client is offering a highly competitive salary for this role based on experience.

Apply for this role today, contact Chanel at Hire Resolve or on LinkedIn

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

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: *****@*****.co.za
? Website: www.********.co.za

Reference: SIAnalyst_Remote_2025