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2 weeks ago

Job Summary

The Senior Investment Analyst is responsible for managing and optimizing the investment portfolio of the organisation. This includes conducting in-depth market and financial analysis, developing investment strategies and ensuring the portfolio aligns with the company’s objectives and regulatory requirements. The role requires a strong understanding of the financial markets, asset allocation and risk management to drive superior returns while maintaining the highest standards of governance.

  • Minimum Qualification : Degree
  • Experience Level : Senior level
  • Experience Length : 6 years

Job Description/Requirements

Responsibilities:

  • Oversee the investment portfolio, ensuring optimal asset allocation and performance.
  • Monitor and evaluate portfolio performance, providing actionable recommendations for improvement.
  • Ensure investments comply with regulatory and fiduciary obligations.
  • Conduct thorough research on financial instruments, market trends, and economic conditions to identify profitable investment opportunities.
  • Analyze financial statements, industry data, and market reports to assess potential investments.
  • Develop and present detailed investment proposals to the investment committee or management.
  • Develop and implement medium- to long-term investment strategies aligned with the company’s goals.
  • Monitor macroeconomic indicators and geopolitical events to anticipate market shifts and adjust strategies accordingly.
  • Assess and manage investment risks to ensure the portfolio remains resilient against market volatility.
  • Develop risk mitigation strategies and ensure compliance with the company’s risk management framework.
  • Collaborate with internal and external stakeholders, including fund managers, analysts, and regulatory bodies, to ensure effective management of the portfolio.
  • Prepare and present periodic investment reports and updates to senior management and the board.
  • Stay abreast of industry trends, regulatory changes, and innovations in investment practices.
  • Contribute to the development and improvement of investment policies, processes, and tools.


Requirements:

  • Strong analytical and quantitative skills
  • Expertise in financial modelling and valuation techniques
  • Excellent decision-making and problem-solving abilities
  • Effective communication and presentation skills
  • Exceptional interpersonal and relationship management skills
  • High level of integrity and accountability
  • Ability to conduct in-depth research and analysis of financial instruments, market trends, and economic conditions.
  • Bachelor’s degree in finance, Economics, Accounting, or a related field (Master’s degree is an advantage).
  • Professional certifications such as CFA, ICAN, ACCA or equivalent are highly preferred.
  • Minimum of 6 – 10 years of experience in investment analysis, portfolio management or a similar role in the financial services industry.
  • Proven track record of managing investments and delivering superior portfolio performance.
  • Proficiency in financial software and tools and portfolio management systems.

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