Investment Analyst

Recruiter:

Performability

Job Ref:

IA/AG

Date posted:

Wednesday, February 25, 2026

Location:

Cape Town, South Africa

Salary:

CTC

SUMMARY:
Investment Strategy Analyst

POSITION INFO:

Looking to grow your career in a purpose‑driven investment environment? This is your chance to step into a role where your analytical strength, curiosity, and modelling expertise directly shape strategic investment decisions. Join a collaborative team that values learning, innovation, and thoughtful long‑term investing.

About the Role

As an Investment Analyst, you’ll support and gradually take ownership of modelling, research, and asset allocation processes. You’ll work closely with the Investment Strategist, helping refine investment models, analyse markets, and contribute to building robust, diversified portfolios.

What You’ll Do

Valuation & Research

Develop and enhance asset valuation models
Research markets, asset classes, and macro themes
Generate insights that guide investment decisions

Portfolio Construction

Build and refine strategic benchmarks and model portfolios
Support strategic and tactical asset allocation

Quantitative Modelling

Create and maintain advanced quantitative tools
Run scenario analysis, projections, and back‑testing

Monitoring & Reporting

Track portfolios against strategy and risk budgets
Provide input for monthly and quarterly reports

Collaboration & Communication

Work with advisors, portfolio managers, and external managers
Communicate insights clearly and proactively

What You Bring

Degree in a quantitative field (Actuarial Science, Quant Finance, Stats, etc.)
5+ years in investments, actuarial modelling, or quantitative research
Strong analytical and modelling skills
Advanced Excel + at least one programming language (Python/R/MATLAB)
Experience with asset modelling, performance attribution, or risk analysis
Interest in markets, multi‑asset investing, and continuous learning
Familiarity with AI and data-driven investment tools is a plus

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