Investment Analyst

SUMMARY:
A prestigious financial services firm is seeking a skilled Investment Analyst to join its high-performing Investment Consulting team. This is an excellent opportunity for a seasoned professional to work closely with a portfolio of sophisticated clients, crafting tailored investment strategies that align with their specific goals and regulatory considerations.

POSITION INFO:

Key Responsibilities:

• Consult with clients to understand investment objectives and advise on portfolio construction, asset allocation, and product selection.
• Leverage internal tools and research, including fund manager insights, performance analytics, and strategic asset allocation frameworks.
• Assist in the design, implementation, and oversight of client investment portfolios.
• Provide expert guidance on local and offshore investment structures, product wrappers, and platform selection.
• Stay up to date with South African and international financial regulations, including FSCA rules, CISCA, JSE listing requirements, hedge fund, and offshore regulations.
• Advise clients on tax efficiency (SITUS, income tax, CGT) and ensure strategies remain compliant with legal frameworks.
• Demonstrate deep understanding of investment products including Unit Trusts, ETFs, personal share portfolios, and UCITS-compliant vehicles.
• Maintain and expand client relationships through continuous engagement and top-tier investment guidance.
• Conduct in-depth market research to inform portfolio recommendations and ensure competitiveness.
• Support the development of new product solutions in collaboration with consultants and investment professionals.
• Oversee trading and portfolio rebalancing activities, continuously enhancing construction and optimisation methodologies.
• Analyse fund peer group performance and flag underperformers for portfolio improvement and reporting purposes.

Required Qualifications & Experience:

• A postgraduate investment qualification (e.g. CFA, CFP, or similar).
• 5–8 years of experience in investment consulting or a similar advisory environment.
• Comprehensive understanding of financial markets, asset classes, and product regulation (local and international).
• Demonstrated ability to translate complex data into actionable investment strategies.
• Strong interpersonal and client-facing communication skills.
• Proficiency in financial modelling, analytical tools, and market analysis platforms.