Investment Analyst

An exceptional opportunity has arisen for a talented Investment Analyst to join a highly respected asset management firm based in Cape Town.

As the Investment Analyst, you will play a pivotal role in contributing to the strategic investment, modelling and portfolio construction processes that drive the organisation’s success.

This role offers a collaborative environment that values analytical skills and passion for financial markets. You’ll take ownership of modelling, research and asset allocation while gaining exposure to advanced strategies and cross-team collaboration in a culture of integrity and growth.

• Bachelor’s or Honours degree in Actuarial Science, Quantitative Finance, Financial Engineering, Mathematical Statistics, Applied Mathematics, Econometrics or a related quantitative discipline
• Postgraduate studies or actuarial progress (FIA/FASA)
• five years’ experience in investments, actuarial modelling, quantitative research or analytics within multi-asset investment environments
• Demonstrated proficiency in Microsoft Excel (including advanced modelling techniques), along with strong programming skills in at least one analytical language such as Python or R
• Experience working with large datasets in modelling environments as well as familiarity with investment data platforms like Bloomberg
• Proven ability to build robust valuation models for different asset classes
• Solid understanding of financial markets dynamics including macroeconomic factors influencing multi-asset portfolios

• Build and refine asset class valuation models and analytical frameworks to guide strategic asset allocation.
• Conduct research on asset classes, macroeconomic trends, and investment opportunities to generate actionable insights.
• Develop benchmarks, model portfolios, and optimisation tools for effective portfolio construction.
• Provide quantitative analysis to support strategic and tactical asset allocation decisions.
• Design and maintain advanced quantitative models and decision-support tools for multi-asset investments.
• Perform back-testing, projections, and scenario analyses to enhance modelling and allocation strategies.
• Monitor portfolios for alignment with strategic views, risk budgets, and investment objectives.
• Prepare portfolio commentary and performance analysis for regular investment reporting cycles.
• Collaborate with advisors, portfolio managers, operational teams, and external managers across the investment process.
• Present modelling outputs, research findings, and recommendations clearly to stakeholders while contributing to broader investment discussions.

• Excellent organisational skills enabling effective management of multiple priorities under tight deadlines
• Outstanding written and verbal communication skills
• A collaborative approach combined with high integrity
• Genuine curiosity about financial markets coupled with a continuous-improvement mindset

If you’re ready to take on a pivotal role as an Investment Analyst within a respected wealth management firm - we invite you to reach out and explore this exciting opportunity.