Overview
We are on the hunt for a Senior Investment Analyst to join our clients' team. This role offers an exciting opportunity to contribute to our strategic investment, modelling, and portfolio-construction processes. Reporting directly to an Investment Strategist and Portfolio Manager, you will play a pivotal role in driving key elements of our investment strategy while progressively taking ownership of core modelling, research, and asset-allocation responsibilities.
This is an office-based position located in Cape Town.
Responsibilities
Asset Valuation Modelling & Research
Developing and enhancing asset class valuation models and analytical frameworks to support strategic asset allocation and the Houseview process.
Conducting in-depth research on asset classes, macroeconomic themes, and investment opportunities, and providing structured insights to inform investment decisions.
Portfolio Construction & Asset Allocation
Creating and refining strategic benchmarks, model portfolios, decision trees, and portfolio optimisation tools.
Supporting the formulation and review of strategic and tactical asset allocation decisions.
Quantitative Modelling & Tools Development
Designing and maintaining quantitative models, scenario frameworks, and decision-support tools.
Performing back-testing, projections, and scenario analysis to guide modelling and asset allocation assessments.
Portfolio Monitoring & Reporting
Monitoring portfolios to ensure alignment with strategic views, risk budgets, asset allocation settings, and investment objectives.
Contributing to monthly and quarterly investment reporting and portfolio commentary.
Cross-Team Collaboration & Communication
Collaborating with advisors, portfolio managers, operational teams, and external managers across the investment process.
Effectively communicating modelling outputs, research insights, and strategic recommendations.
Role Progression
Gradually assuming greater responsibility for modelling, research, and asset allocation processes as expertise is demonstrated.
General
Contributing to research projects with other team members.
Actively participating in broader investment discussions.
Qualifications
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) are advantageous.
Minimum of 5 years’ experience in investments, actuarial modelling, quantitative research, portfolio analytics, or multi-asset investment processes.
Experience with asset class modelling, portfolio construction, performance attribution, and risk analysis is highly desirable.
Technical Skills:
Advanced proficiency in Microsoft Excel, including modelling, automation, and data manipulation.
Strong programming skills in at least one analytical language (e.g., Python, R, MATLAB).
Familiarity with investment data platforms (e.g., Bloomberg) is beneficial.
Comfortable working with large datasets and investment-related systems.
Competencies:
Strong analytical and problem-solving abilities.
Excellent numerical accuracy and attention to detail.
Ability to learn quickly and apply complex concepts.
Strong organisational skills and the ability to manage multiple priorities under tight deadlines.
Collaborative team player with high integrity, sound judgement, and humility.
Excellent written and verbal communication skills.
Genuine interest in financial markets, investments, and modelling.
Curiosity and a continuous-improvement mindset.
If you are a driven and analytical professional with a passion for investments and financial markets, we encourage you to apply for this exciting opportunity.