Investment Analyst | Cape Town

Our client, a leading asset management firm, is seeking a highly quantitative Investment Analyst to join their team in Cape Town. This role offers a unique opportunity to drive key elements of the strategic investment and portfolio construction process while working closely with a UK-based Investment Strategist and Portfolio Manager.

Key Responsibilities

Asset Valuation & Research: Build and enhance valuation models and analytical frameworks for strategic asset allocation; conduct research on macro themes and investment opportunities.

Portfolio Construction: Develop and refine strategic benchmarks, model portfolios, decision trees, and optimization tools.

Quantitative Modelling: Develop and maintain scenario frameworks and decision-support tools; perform back-testing and projections to inform asset allocation.

Monitoring & Reporting: Monitor portfolios for alignment with risk budgets and strategic views; contribute to monthly and quarterly investment reporting.

Collaboration: Work across teams with advisors and external managers to communicate modelling outputs and strategic recommendations clearly.

Requirements & Qualifications

Education: A Bachelors or Honours degree in Actuarial Science, Quantitative Finance, Mathematical Statistics, or a similar quantitative discipline.

Professional Progress: Actuarial progress (FIA/FASA) or postgraduate quantitative studies is considered advantageous.

Experience: Minimum of 5 years in investments, actuarial modelling, quantitative research, or multi-asset investment processes.

Technical Skills: Advanced proficiency in Microsoft Excel (modelling and automation).

Strong programming skills in at least one analytical language such as Python, R, or MATLAB.

Familiarity with investment data platforms like Bloomberg is beneficial.

Knowledge: Solid understanding of financial markets, asset classes, and computational methods.

Understanding of how AI and machine learning can enhance investment workflows and research.