Investment Analyst Jobs

Business Analyst II (Investments

From $35/yr

job summary: Experience working on investment applications required! GENERAL PURPOSE OF THE JOB: The Business Analyst II is responsible for analyzing, specifying and validating the business needs of various internal customers on multiple small to medium scale projects. The incumbent communicates with stakeholders, Product Owners and defining user requirements to the development team throughout the product life cycle, as well as managing the project. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Supports business by gathering technical requirements. * Completes data process and system documentation. * Leads technical communications with Product Owners and business contacts. * Assists with Software Development Methodology practices including story writing, associated toolsets, etc. * Manages project coordination. * Performs other work as assigned. location: Telecommute job type: Contract to Perm salary: $35 - 45 per hour work hours: 9am to 5pm education: No Degree Required responsibilities: GENERAL PURPOSE OF THE JOB: The Business Analyst II is responsible for analyzing, specifying and validating the business needs of various internal customers on multiple small to medium scale projects. The incumbent communicates with stakeholders, Product Owners and defining user requirements to the development team throughout the product life cycle, as well as managing the project. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Supports business by gathering technical requirements. * Completes data process and system documentation. * Leads technical communications with Product Owners and business contacts. * Assists with Software Development Methodology practices including story writing, associated toolsets, etc. * Manages project coordination. * Performs other work as assigned. qualifications: GENERAL PURPOSE OF THE JOB: The Business Analyst II is responsible for analyzing, specifying and validating the business needs of various internal customers on multiple small to medium scale projects. The incumbent communicates with stakeholders, Product Owners and defining user requirements to the development team throughout the product life cycle, as well as managing the project. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Supports business by gathering technical requirements. * Completes data process and system documentation. * Leads technical communications with Product Owners and business contacts. * Assists with Software Development Methodology practices including story writing, associated toolsets, etc. * Manages project coordination. * Performs other work as assigned. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad Digital, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad Digital offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD\&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is open for thirty (30) days. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Business Analyst - Investment Operations

Business Analyst | Specialist Investment Manager | London | Permanent We are recruiting a permanent Business Analyst for a specialist investment manager in London. This is a role for a BA who wants variety and real proximity to the investment business: you will sit within a central team of experienced analysts and work across the full change portfolio, from initiatives on the investment desks to operations and the wider business, shaping requirements, designing business processes and staying with your work through to delivery. Data sits at the heart of most of it, including a major data strategy and architecture programme, built around Microsoft Fabric, that will define how the business uses its data for years to come. Why this role stands out • Genuine variety: a pooled team model means you work across the project book, not a single workstream • Proximity to the business, with exposure across the investment desks, operations and technology • A flagship data programme at the centre of the firm's strategy • A collegiate, well-run team that values people who muck in and look after each other What you'll bring • A strong business analysis track record within investment management; this one is essential • Exposure to investment operations and the desks, with good asset class coverage • A working understanding of custody and fund accounting, order management and execution platforms, and the systems that support performance and risk • Solid old-fashioned BA skills: sharp questioning, impact assessment, business process work and documentation that lands with senior audiences • Data literacy throughout, and exposure to Microsoft Fabric will make you stand out Interested? Apply via this advert, or contact the QH4 Consulting team for a confidential briefing on the client and the role. If this sounds like you but you don't tick every box, we would still encourage a conversation.

Senior Business Analyst - Front Office - Investment Banking

We are looking for a Senior Business Analyst to join a global investment bank's Front Office team, supporting the Sales \& Trading business. This role will focus on driving strategic initiatives, delivering technology solutions and improving trading processes across the Front Office environment. Key Responsibilities * Partner with Sales \& Trading stakeholders to gather requirements and deliver business solutions. * Translate business needs into clear functional specifications for technology teams. * Lead analysis, testing, implementation, and delivery of Front Office projects. * Analyse trading workflows and identify process improvement opportunities. * Support regulatory and change initiatives across the business. * Act as a subject matter expert on trading systems, financial products, and market data. Requirements * Proven Front Office Business Analyst experience within an investment bank. * Strong knowledge of Sales \& Trading workflows and financial products (Equities, Fixed Income, Derivatives). * Experience working on technology change, transformation, or system migration projects. * Strong analytical, stakeholder management, and communication skills. * Familiarity with trading platforms, market data feeds, and risk management systems. If this role is of interest, please click and apply below. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Technical Investment Analyst

From $30/yr

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description na Join our dynamic Indexation team, where we combine quantitative research with technology to deliver scalable, data-driven investment solutions. As a Technical Investment Analyst, you will operate at the intersection of investments and technology, supporting portfolio management, contributing to research and development, and helping to build and enhance the team’s technology capabilities. This role is ideal for a technically minded individual who enjoys solving complex problems, building systems, and contributing to a high-performing team. What You’ll Be Trusted With Portfolio Support \& Investment Operations * Support portfolio managers in the day-to-day management and monitoring of index funds. * Assist in managing client, benchmark, and market-driven events with accuracy and timeliness. * Contribute to maintaining high standards of execution and operational discipline. Quantitative Research \& Analysis * Support the development and maintenance of quantitative frameworks, tools, and models. * Contribute to research initiatives, including data analysis, back-testing, and performance evaluation. * Apply analytical thinking to enhance investment processes and decision-making. Technology Development \& Automation * Assist in building and improving the team’s technology stack. * Automate manual processes and contribute to the development of scalable, efficient systems. * Identify opportunities to improve workflows, tools, and data processes. Data Management \& Continuous Improvement * Work with large and complex datasets to ensure data accuracy, integrity, and usability. * Contribute to improving the robustness and efficiency of existing processes and analytical tools. * Take ownership of deliverables and maintain a strong focus on quality and detail. Collaboration \& Learning * Work closely with portfolio managers and senior team members to support team objectives. * Contribute to a collaborative, high-performance team environment. * Stay up to date with developments in quantitative research, financial technology, and markets. Who You Are You are a curious and technically strong individual who enjoys solving complex problems and building solutions in a fast-paced, data-driven environment. You bring: * A degree in a quantitative field such as Mathematics, Statistics, Computer Science, Data Science, Engineering, or a related discipline. * 1–3 years’ experience, or strong academic exposure, in a quantitative, analytical, or technical environment. * Proficiency in programming languages such as Python, R, or SQL. * Advanced Excel skills and ability to work with large datasets. * Exposure to data engineering, databases, or cloud technologies is advantageous. * A foundational understanding of financial markets or investment concepts, or a strong willingness to learn. * An interest in how technology can be applied to improve investment processes and outcomes. The Strengths You’ll Bring * Strong analytical and problem-solving skills with a structured, logical approach. * Attention to detail and commitment to accuracy and quality. * Curiosity and a continuous learning mindset. * Ability to take initiative and ownership of tasks. * Strong collaboration skills and ability to work effectively within a team. * Clear communication skills, with the ability to explain technical concepts. * An innovative mindset with a passion for building and improving systems. Skills Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies \& Procedures, Professional Presentation Competencies Business Insight Collaborates Communicates Effectively Decision Quality Ensures Accountability Financial Acumen Instills Trust Manages Complexity Education NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent Closing Date 30 April 2026 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

Senior Financial Analyst (Investment Firm)

From $484/yr

\No Sponsorship Available\* Local Applicants Only Position Summary The Senior FP\&A partners with senior leaders and functional teams to deliver financial reporting, budgeting, forecasting, and analytical insights that support business decision-making. This role focuses on planning and reporting activities across shared or centralized business functions and requires close collaboration with stakeholders across finance, operations, risk, audit, and other corporate areas. The ideal candidate brings strong financial and analytical skills, effective stakeholder management, and the ability to operate in a fast-paced, collaborative environment. Key Responsibilities * Prepare and deliver regular financial reports, highlighting performance against budgets and key metrics * Support decision-making by developing financial models and analyses to evaluate business performance and strategic initiatives * Assist in the coordination of the annual budgeting process, periodic forecasts, and long-term financial planning * Build and maintain strong relationships with business leaders and cross-functional stakeholders to understand reporting and analytical needs * Provide timely, accurate, and actionable insights to senior leadership, including responding to ad hoc reporting requests * Partner with internal teams to streamline and enhance reporting processes, including identifying opportunities for automation and efficiency improvements Qualifications * Bachelor’s degree in Finance, Economics, Accounting, or another quantitative field * 5+ years of experience in financial planning \& analysis, budgeting, forecasting, or related functions, preferably in the financial services or private equity industry * Experience working in a fast-paced environment with the ability to manage multiple priorities and deadlines * Strong analytical, problem-solving, and critical thinking skills * Excellent communication and presentation skills, with the ability to interact effectively with senior stakeholders * Advanced proficiency in Excel and financial modeling * High attention to detail with a focus on accuracy and quality * Collaborative, team-oriented mindset with a proactive and solutions-driven approach $48449

Investment Analyst

Investment Banking Analyst

Investment Banking Analyst Location: NYC/ San Francisco/ Chicago (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer) https://www.careerlaunch.ai/ About This Opportunity -------------------------- Career Launch AI is featuring an exclusive Investment Banking Analyst role on our private job board — available only to members of the Career Launch AI platform. This is an example of the high-quality finance, consulting, and technology roles our members access before they hit public job boards. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. About the Role ------------------ A leading middle-market investment bank is seeking a highly motivated Investment Banking Analyst to join its growing team. The analyst will play a critical role across live transactions, M\&A advisory, financial modeling, due diligence, and client presentations. This position is ideal for candidates who thrive in fast-paced, high-growth environments and want hands-on exposure to deal execution and strategic financial advisory. Key Responsibilities ------------------------ Build and maintain detailed financial models (3-statement, DCF, LBO, accretion/dilution) Conduct industry research, competitor benchmarking, and valuation analyses Support live M\&A, capital raising, and restructuring engagements Prepare investment memoranda, pitch books, and client-facing presentations Assist in due diligence, data room management, and deal execution Work with senior bankers to support client strategy and transaction workflows What We’re Looking For -------------------------- Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field Strong financial modeling \& valuation skills Excellent analytical, quantitative, and communication skills Ability to manage multiple workstreams in a fast-paced environment Highly detail-oriented, structured, and self-motivated Prior internship or full-time experience in finance (banking, PE, consulting, audit, FP\&A) is a plus Proficiency in Excel, PowerPoint, and financial databases Why This Posting Matters ---------------------------- This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI Hidden opportunities not available on public job sites Warm introductions to hiring managers and recruiters AI-powered job search automation that applies on your behalf Done-for-you networking outreach to decision-makers Personalized interview coaching until you’re hired Members get access to 1,000+ curated roles across: Investment Banking Private Equity \& Venture Capital Corporate Finance Strategy Consulting Tech (FAANG-level \& startups) Product Management Data, Operations, and more How Career Launch AI Helps You Get Hired Faster --------------------------------------------------- Career Launch AI is not a recruiting firm. It’s a career acceleration platform that helps job seekers land competitive roles 80% faster through a combination of: AI-powered automated job applications Direct recruiter outreach on your behalf Personalized interview prep Warm introductions and human-led execution * Support until you land your next role This role is representative of the types of positions we help candidates secure through our platform. Ready to Land Roles Like This? ---------------------------------- To access this opportunity — and hundreds of similar roles — join the Career Launch AI platform today. ### Apply for Career Launch AI https://www.careerlaunch.ai/ Once you enroll, you’ll receive: ✔ Access to the exclusive job board ✔ Personalized recruiter outreach ✔ AI job application automation ✔ Coaching \& interview prep ✔ Support until you’re hired Career Launch AI — Powered by Initio Capital ------------------------------------------------ Democratizing access to elite careers in finance, consulting, and technology. #Workwolf

Investment Banking - Corporate Finance - Analyst

Investment Banking - Corporate Finance - Analyst

Investment Banking Analyst

Investment Banking Analyst Location: NYC/ San Francisco/ Chicago (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer) https://www.careerlaunch.ai/ About This Opportunity -------------------------- Career Launch AI is featuring an exclusive Investment Banking Analyst role on our private job board — available only to members of the Career Launch AI platform. This is an example of the high-quality finance, consulting, and technology roles our members access before they hit public job boards. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. About the Role ------------------ A leading middle-market investment bank is seeking a highly motivated Investment Banking Analyst to join its growing team. The analyst will play a critical role across live transactions, M\&A advisory, financial modeling, due diligence, and client presentations. This position is ideal for candidates who thrive in fast-paced, high-growth environments and want hands-on exposure to deal execution and strategic financial advisory. Key Responsibilities ------------------------ Build and maintain detailed financial models (3-statement, DCF, LBO, accretion/dilution) Conduct industry research, competitor benchmarking, and valuation analyses Support live M\&A, capital raising, and restructuring engagements Prepare investment memoranda, pitch books, and client-facing presentations Assist in due diligence, data room management, and deal execution Work with senior bankers to support client strategy and transaction workflows What We’re Looking For -------------------------- Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field Strong financial modeling \& valuation skills Excellent analytical, quantitative, and communication skills Ability to manage multiple workstreams in a fast-paced environment Highly detail-oriented, structured, and self-motivated Prior internship or full-time experience in finance (banking, PE, consulting, audit, FP\&A) is a plus Proficiency in Excel, PowerPoint, and financial databases Why This Posting Matters ---------------------------- This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI Hidden opportunities not available on public job sites Warm introductions to hiring managers and recruiters AI-powered job search automation that applies on your behalf Done-for-you networking outreach to decision-makers Personalized interview coaching until you’re hired Members get access to 1,000+ curated roles across: Investment Banking Private Equity \& Venture Capital Corporate Finance Strategy Consulting Tech (FAANG-level \& startups) Product Management Data, Operations, and more How Career Launch AI Helps You Get Hired Faster --------------------------------------------------- Career Launch AI is not a recruiting firm. It’s a career acceleration platform that helps job seekers land competitive roles 80% faster through a combination of: AI-powered automated job applications Direct recruiter outreach on your behalf Personalized interview prep Warm introductions and human-led execution * Support until you land your next role This role is representative of the types of positions we help candidates secure through our platform. Ready to Land Roles Like This? ---------------------------------- To access this opportunity — and hundreds of similar roles — join the Career Launch AI platform today. ### Apply for Career Launch AI https://www.careerlaunch.ai/ Once you enroll, you’ll receive: ✔ Access to the exclusive job board ✔ Personalized recruiter outreach ✔ AI job application automation ✔ Coaching \& interview prep ✔ Support until you’re hired Career Launch AI — Powered by Initio Capital ------------------------------------------------ Democratizing access to elite careers in finance, consulting, and technology. #Workwolf

Investment Analyst

FRONT OFFICE BUSINESS ANALYST (INVESTMENT MANAGEMENT)

Location Belfast Sector: Digital \& Technology Job type: Permanent Salary/Rate: COMP Contact: Sarah Doan-Gill Contact email: sdgill@skillfindergroup.com Job ref: 19662USER_36 Consultant: Sarah Doan-Gill Front Office Business Analyst (Investment Management) Locations: London / Belfast / Ireland (flexible) Type: Permanent (building a long-term BA team) — contract (min. 12 months) may be considered Working model: Hybrid / on-site as required (client-dependent) Overview We’re hiring Front Office Business Analysts to support a growing portfolio of investment management change. This role partners with Portfolio Managers, Risk, Trading and Technology to deliver front-office enhancements, platform change and workflow optimisation across fixed income, equities and derivatives. Key Responsibilities Engage Front Office stakeholders to capture, document and validate requirements (discovery through delivery). Translate investment concepts into clear user stories, functional specs, process maps and data requirements. Analyse and improve front-office workflows (portfolio construction, risk analytics inputs, trade/risk processes). Define test scenarios and support SIT/UAT, ensuring solutions meet front office needs. Work closely with Technology and vendors to design solutions, manage dependencies and resolve issues. Contribute to BA standards and best practice as part of a growing permanent team. Required Experience \& Knowledge Demonstrable BA experience within asset / investment management environments. Strong Front Office domain understanding across fixed income, equities and derivatives, ideally including: + Portfolio management \& construction + Risk concepts: duration, tracking error, risk decomposition + Fixed income: bond coupon calculations, pricing/yield concepts Strong stakeholder management, with ability to work effectively with senior front office users. Solid BA toolkit: requirements engineering, user stories, process mapping, data mapping, testing support. Experience working in Agile / hybrid delivery models. Desirable Platforms / Tools Experience with front office / risk / OMS platforms is highly valued, including (but not limited to): MSCI Barra, Axioma, Bloomberg AIM (BBG AIM) SimCorp Dimension and/or BlackRock Aladdin (Candidates familiar with these platforms are typically well-equipped to operate in a front office change environment.) Attributes Analytical, detail-oriented, delivery-focused. * Collaborative mindset with appetite to help build and scale a BA capability.

Business Analyst – CMS/Investment Products (Web & Mobile) – Freelance

Business Analyst / Project Manager – Investment Risk & Reporting – Investment Management / Asset Management

Business Analyst – Investment Applications

Business Analyst, Investment Accounting Data and Transformation - London Hybrid - February start

Investment Operations Change Analyst / Business Analyst

Business Analyst – CMS/Investment Products (Web & Mobile) – Freelance

FRONT OFFICE BUSINESS ANALYST (INVESTMENT MANAGEMENT)

Location Belfast Sector: Digital \& Technology Job type: Permanent Salary/Rate: COMP Contact: Sarah Doan-Gill Contact email: sdgill@skillfindergroup.com Job ref: 19662USER_36 Consultant: Sarah Doan-Gill Front Office Business Analyst (Investment Management) Locations: London / Belfast / Ireland (flexible) Type: Permanent (building a long-term BA team) — contract (min. 12 months) may be considered Working model: Hybrid / on-site as required (client-dependent) Overview We’re hiring Front Office Business Analysts to support a growing portfolio of investment management change. This role partners with Portfolio Managers, Risk, Trading and Technology to deliver front-office enhancements, platform change and workflow optimisation across fixed income, equities and derivatives. Key Responsibilities Engage Front Office stakeholders to capture, document and validate requirements (discovery through delivery). Translate investment concepts into clear user stories, functional specs, process maps and data requirements. Analyse and improve front-office workflows (portfolio construction, risk analytics inputs, trade/risk processes). Define test scenarios and support SIT/UAT, ensuring solutions meet front office needs. Work closely with Technology and vendors to design solutions, manage dependencies and resolve issues. Contribute to BA standards and best practice as part of a growing permanent team. Required Experience \& Knowledge Demonstrable BA experience within asset / investment management environments. Strong Front Office domain understanding across fixed income, equities and derivatives, ideally including: + Portfolio management \& construction + Risk concepts: duration, tracking error, risk decomposition + Fixed income: bond coupon calculations, pricing/yield concepts Strong stakeholder management, with ability to work effectively with senior front office users. Solid BA toolkit: requirements engineering, user stories, process mapping, data mapping, testing support. Experience working in Agile / hybrid delivery models. Desirable Platforms / Tools Experience with front office / risk / OMS platforms is highly valued, including (but not limited to): MSCI Barra, Axioma, Bloomberg AIM (BBG AIM) SimCorp Dimension and/or BlackRock Aladdin (Candidates familiar with these platforms are typically well-equipped to operate in a front office change environment.) Attributes Analytical, detail-oriented, delivery-focused. * Collaborative mindset with appetite to help build and scale a BA capability.

Senior Analyst - Real Estate Investment Banking

Senior Analyst - Real Estate Investment Banking Job ID 258659 Posted 04-Feb-2026 Service line Advisory Segment Role type Full-time Areas of Interest Investment Banking Location(s) London - England - United Kingdom of Great Britain and Northern Ireland Role Purpose This role sits within the corporate finance sector of CBRE and is an exciting opportunity for someone with an understanding and experience of working in a financial organisation to join a world class division, with fantastic career progression and the chance to make a significant impact. The Senior Analyst will be part of a client facing team providing financial advisory services including: mergers and acquisitions advice, corporate strategy, corporate and vehicle structure, capital strategy including financing requirements and decision-making dynamics. They will have the opportunity and ability to develop wide-ranging analytical solutions for clients, which include all corporate finance options (equity, debt and M\&A), whilst supporting Senior Directors and Directors. Key Responsibilities ‒ Assist the senior team in client service engagements ‒ Analyse and conduct due diligence on project (financial) information including: structure documents, financial reports, financial models and projections, and asset data ‒ Develop financial modelling expertise, building and operating financial models in line with best practice processes ‒ Research into industry trends and dynamics and implications for clients ‒ Understanding of corporate and asset level valuation techniques and approaches ‒ Perform scenario analysis at portfolio, financial structure and vehicle level ‒ Assist in preparing documents including; presentations, pitch books, information memoranda, transaction process documents and reports ‒ Liaise with other advisers (legal, accounting) and manage process timelines including key deliverables ‒ Input and review corporate transaction documentation including share purchase agreements, financing documentation, heads of terms, confidentiality agreements ‒ Liaise with geographic, asset class and function specialist teams within CBRE ‒ Promote innovation and commitment to work process improvement ‒ Build knowledge of property market (e.g. Current activity, key players, trends) and different client types, including their commercial drivers and needs Person Specification/Requirements ‒ Participating in or have completed Chartered Accountant, CFA or Investment Bank Analyst Programme, or equivalent ‒ 2 years of relevant financial advisory experience ‒ Previous exposure to real estate businesses, assets, and vehicles is desirable ‒ Corporate advisory project or transaction experience, ideally in the real estate sector ‒ Pro-active and enjoys working autonomously and as part of a wider team ‒ Confident and assertive where required ‒ Ability to prioritise and co-ordinate tasks efficiently ensuring all deadlines are met ‒ Exceptional attention to detail ‒ Excellent communication skills (verbal and written) ‒ Good IT skills (Powerpoint, Excel, Word) ‒ Working knowledge of key financial data tools (Bloomberg) Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realise your potential. We welcome all applicants. Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. Equal Opportunities We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit: https://www.cbre.co.uk/careers/accommodations

Business Analyst – Investment Applications

Investment Operations Change Analyst / Business Analyst

Business Analyst – Investment Applications

Investment Operations Change Analyst / Business Analyst

Investment Analyst

Investment Analyst About Appier Appier is a software-as-a-service (SaaS) company that uses artificial intelligence (AI) to power business decision-making. Founded in 2012 with a vision of democratizing AI, Appier’s mission is turning AI into ROI by making software intelligent. Appier now has 17 offices across APAC, Europe and U.S., and is listed on the Tokyo Stock Exchange (Ticker number: 4180). Visit www.appier.com for more information. About the role We are seeking a highly motivated and Investment Analyst to join our growing Corp Dev team. In this role, you will support the execution of investments, M&A transactions, and strategic partnerships. You will work closely with internal stakeholders, external advisors, and senior leadership to identify opportunities, evaluate targets, and drive strategic initiatives aligned with the company’s growth strategy. Key Responsibilities - Deal Sourcing & Research - Conduct market research, competitive analysis, and industry mapping to identify in

Business Analyst (Investment Product)

ZAR 580,000 - ZAR 680,000/yr

Dynamic investment management company seeks a skilled Business Analyst for their product division – to spec product project functionality, liaise with the development team and project manage to completion. Duties will include: Analyse (quantitative and qualitative) business needs, processes, and system behaviour across the range of products. Support discovery activities and problem definition. Translate business and regulatory needs into structured requirements and backlog inputs. Use the company's approved AI tools to support analysis, documentation, and insight generation to enhance quality and speed of output. Create user interface mock-ups that are consistent with existing product and will guide the development effort on the front-end. Prepare product artefacts to support governance and decision making. Support product committee submissions and evidence packs. Shadow the Head of Product Office in prioritisation, trade-off, and governance decisions. Where applicable, take ownership of defined technology features, products or components. Provide input into prioritisation of product backlogs within agreed parameters. Assist with day-to-day product decisions aligned to governance standards. Engage stakeholders across Technology, Operations, Compliance, Proposition and Distribution. Ensure delivery outcomes align to product intent and business value. Assist with demos and rollout of new features and products. Assist with the definition and measurement of success for chosen product.

Senior Business Analyst- Remittance & Investments

Role Summary We are looking for a Senior Business Analyst – Remittance & Investments to drive data-led insights and decisioning across our international transfers and digital investment products. This role will focus on performance analytics, funnel and revenue optimization, customer behavior, and operational efficiency. You will translate data into actionable recommendations, support business case development, and partner cross-functionally with Product, Growth, Risk/Compliance, Operations, and Treasury to scale a digital-first experience. Investment scope will include digital gold and silver products (pricing, spreads, conversion, and retention). Responsibilities • Analyze end-to-end performance across remittance and investments (gold/silver) to identify trends, opportunities, and risks across acquisition, conversion, usage, and retention. • Develop and maintain dashboards, reports, and KPIs (volume, revenue, margin, FX/spread, funnel conversion, success rates, repeat behavior, and cohort retention). • Track and report all KPIs versus budget/forecast, highlight variances, and provide clear drivers and corrective recommendations. • Support P&L performance management by analyzing revenue, costs, incentives, and contribution margin, and partnering on budgeting and forecasting cycles. • Own business reporting cadence (daily/weekly/monthly) and deliver concise insights with clear actions and measurable impact. Partner with Product and Growth to define experiments (A/B tests) and quantify impact on conversion, engagement, ARPU, and margin. • Drive corridor-level performance analysis for international transfers (pricing/fees/FX margin, failure drivers, operational SLAs) and recommend optimizations. • Drive investment analytics for gold/silver (pricing and spread performance, buy/sell conversion, ticket sizes, frequency, portfolio behavior, and cross-sell from transfers). • Translate business needs into clear requirements for data tracking, event instrumentation, reporting logic, and process improvements. • Conduct root-cause analysis on performance drops (conversion, failures, margin compression, churn) and propose corrective actions with owners and timelines. Requirements • Proven 5-8 years of experience as a Business Analyst in fintech, digital payments, remittance, trading/investments, or consumer financial products. • Strong analytical skills with hands-on expertise in SQL and BI tools (Power BI/Tableau/Looker); ability to build scalable dashboards and self-serve reporting. • Solid understanding of digital product funnels, cohort/retention analysis, segmentation, and experimentation measurement. • Good commercial acumen with understanding of P&L and budgeting fundamentals, and performance tracking versus plan (actuals vs budget/forecast, variance analysis). • Ability to analyze unit economics (fees/FX/spreads, incentives, CAC/LTV) and support business cases. • Familiarity with cross-border payment concepts (corridors, payout methods, success rates, pricing/FX mechanics) and operational performance drivers. • Familiarity with investment product concepts relevant to digital gold/silver (buy/sell flows, spreads, pricing, customer behavior, and engagement loops). • Strong stakeholder management and communication skills; able to convert ambiguous questions into structured analysis and clear recommendations. • Bachelor’s degree in Business, Finance, Economics, Engineering, or a related field. • Prior experience in high-growth, digital-only environments and working with product analytics event tracking is preferred.

Investment Analyst

INVESTMENT ANALYST MANAGER Ndemex Consulting is seeking for Investment Analyst Managers. Practical experience in Investment Analysis field is required, as well as great leadership and communication ability. If you meet these criteria and possesses a strategic analytical mind, we would like to hear from you. Responsibilities: · Conducting comprehensive financial analysis, including financial statement analysis, industry analysis, and valuation analysis, to evaluate investment opportunities · Conducting market research to identify and track investment trends, including economic data, industry-specific data, and company-specific data · Developing and maintaining financial models to support investment decisions, using tools such as Excel, Bloomberg, and other financial software · Collaborating with portfolio managers and other investment professionals to develop investment strategies that align with the client’s investment goals and risk profile · Communicating investment recommendations to clients, both verbally and in writing, including investment reports, presentations, and other materials Educational Requirements: · NQF Level 7 in Actuarial Science/Investment Management · Professional membership requirements: Membership Certificate of CIA/SAQA · Experience Requirements: Minimum of 4/5 years in Investment Analysis field or Investment Auditing · SAQA recognized Personal Attributes · Detail orientated, analytical, punctual, reliable, and dependable. · Effective communication skills both verbal and written. · Able to work under pressure and meet deadlines. · Demonstrable interest in auditing/finance. · Able to build and maintain strong client relationships. Kindly attach detailed CV along with qualifications(certified) Closing date: 19th of December 2025 Only shortlisted candidates will be contacted. If you are not contacted within 7 days from the closing date of applications, kindly consider your application as unsuccessful. Ndemex is committed to a fair recruitment process inclusive of all ethnicity groups. Job Type: Full-time Work Location: In person

Investment Analyst - Africa and Global Markets

Quona Capital is a venture capital firm investing in financial technology companies in emerging markets. We are looking for a high-performing analyst to join Quona’s Africa and Global team. About Quona Quona Capital is a leading venture and growth equity investment firm focused exclusively on inclusive fintech. We back category-defining financial technology companies that are expanding access to high-quality, affordable financial services for underserved consumers and small businesses. With a footprint across India and Southeast Asia, Latin America, Sub-Saharan Africa, and MENA, Quona brings deep regional expertise to its global investment strategy. Our team is based in dynamic growth hubs including Mexico City, Sao Paulo, Bangalore, Singapore, Cape Town, and Dubai, with presence in Washington, DC, New York, London, and San Francisco. Founded over a decade ago on the belief that technology can be a powerful force for financial inclusion, Quona continues to invest in transformative companies driving meaningful change. Learn more about our mission, our team, and our portfolio of inspiring entrepreneurs at www.quona.com About the role The role is based out of Cape Town, S Africa with travel to our Quona markets and hubs around the world. The analyst will work directly with Quona’s Africa and Global Markets investment team on various aspects of the investment and portfolio management processes, with direct exposure to high-energy entrepreneurial and VC ecosystems in Africa, the GCC region and others. This role will also collaborate closely with Quona’s global team and portfolio of investments across Latin America, the Middle East, India, and Southeast Asia. Core responsibilities • Source and filter investment opportunities, building a strong network within the fintech space. The candidate should be open and excited to represent the firm in ecosystem events and connect with founders and peer investors. • Directly support the investment team members to conduct business, financial, and technology due diligence, helping move deals from sourcing to close. • Develop financial models and company valuation analyses. • Conduct thematic research and competitive deep dives within fintech sub-sectors. • Support portfolio companies and management teams on short-term operational projects as well as impact monitoring and strategic decision-making. • Assist with quarterly reporting of portfolio performance, and support the Quona Operations, Platform, Impact and Investor Relations Teams • Assist with investment pipeline management and automation initiatives within the fund and the team’s day-to-day investing operations • Enthusiasm for technology, entrepreneurship, financial inclusion and investing. • Team player mentality - ready to support the team in achieving collective goals. • Drive, hunger, humility, adaptability, curiosity and openness. • Exceptional analytical skills and desire to produce consistent top-tier quality work. • Ability to take initiative and work independently in a fast-paced team that is geographically distributed, • Excellent in English business writing and communication skills. • Bachelor’s degree (minimum) with excellent academic performance. • The position is open to multiple previous backgrounds. The ideal candidate has 1-3 years of experience in either: • Evaluating investment opportunities - ability to quickly identify and analyze the key questions, risks, or upsides to an investment; • Identifying and implementing strategic, commercial, and/or operational improvements in fast-paced environments for scaling or scaled companies; • Launching an entrepreneurial endeavor with clear objectives, plans, and initial traction - either as founder or early employee. • Commitment to work in-person from offices located in Cape Town, at least 3 days a week. Ability to travel approximately one – two weeks per quarter to other geographies in Africa, Middle East and Europe, and more broadly across the globe, at times. Application Material • Resume • Cover Letter (why would you like to work at Quona and what makes you a good fit) • One-Page Analysis of any startup, sub-sector, or trend within the fintech ecosystem in South Africa. • We offer competitive market-leading compensation and benefits which include health insurance, paid time off and parental/family leave • Additional perks include an annual professional development stipend, phone expense reimbursement, and a fun annual in-person offsite in Quona’s markets • Plus you get exposure to global start-ups, opportunities to grow and learn, and mission-driven colleagues who are fun to work with! Candidates of all backgrounds, including women and those belonging to underrepresented minorities, are strongly encouraged to apply.

Analyst, Senior, Investments Research

Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you. Job Description To identify, analyse and monitor stocks as part of the investment team.To formulate the house view of their sector responsibility by making informed recommendations.Express well-articulated views that help shape decision-making by the equity construction committee.High quality of research output that demonstrates thorough understanding of their sector responsibility as well as the stocks under coverage.Contribute to rigorous investment debate and fully understand and deliver investment outcomes in line with the investment philosophy. Qualifications Type of Qualification: Graduate degree in investment management, accounting, commerce, numerical subjects e.g. mathematics, science, analytics.Certification -CFA preferred Experience Required Min of 5 years of relevant analytical experience obtained at a respected financial institution. Some investment, financial services or consulting industry experience preferable.Sector specialist decision-making track record. Additional Information Behavioural Competencies: • Problem solving. • Self-motivated. • Confident. • Curious and passionate. • Ability to deal with pressure. • Ability to handle conflict appropriately. • Resiliency. • Strong listening skills. • Good verbal communication • Results-orientated. • Attention to detail. • Written skills. • Analytical. • Diplomatic. • Good numerical ability. • Team player Technical Competencies: • Computer literacy e.g. Microsoft Office. • Investment analytical skills. • Bloomberg / FactSet experience beneficial • Financial modelling expertise

Senior Investment Operations Analyst

About the Role: Morningstar’s Investment Management South Africa is seeking an outstanding Senior Investment Operations Analyst to join our investment operations team. We are looking for an assertive, detail-oriented, self-starter who can work effectively in a highly collaborative team setting. In this role you will support the day-to-day investment operations tasks. The ideal candidate has excellent organisation and time management skills, the ability to multi-task in a dynamic and rapidly changing environment, be proficient in running projects, and thrive in documenting, implementing, and improving processes. This position is based in our Cape Town office and reports to the Head of Operations, South Africa. Key Responsibilities: • Manage daily cash flow allocation processing, pre- and post- trade compliance, trade execution processing as well as cash and position reconciliation. • Manage the model portfolios on the various platforms. • Manage the portfolio rebalances and reallocations implementation. • Manage the production of daily, monthly, quarterly and ad hoc reporting, including but not limited to NAV reporting, Factsheets, Commentary, AUM reporting, Client reporting. • Support with new client and service provider onboarding. • Support the maintenance of investment and operational tools and databases. • Take ownership of internal/external queries and requests and ensure they are resolved timeously and effectively. • Work closely with various internal teams to ensure excellent service offering. • Maintain existing client and service provider relationships. • Continually review and improve operational processes to reduce risk and improve efficiency. • Maintenance of procedure documentation. Experience and Qualifications: • Minimum of 5 years of experience working in an Investment Operations or Fund Administration role related role. • Sound understanding of the SA investment and platform industry. • Experience working in a small, high-performance team, adept at managing multiple priorities. • Advanced proficiency in Excel and familiarity with related financial systems (Morningstar Direct, Tableau and Salesforce etc.) beneficial. • Strong understanding of industry regulations and compliance standards. • Postgraduate degree or Honours in Investments, Finance, or Commerce. Key Competencies: • Strong attention to detail and accuracy. • Positive, proactive team player capable of thriving in a collaborative team setting. • Highly organized with excellent time management skills. • Resilient under pressure and adept at handling multiple tasks. • Ownership-driven, taking responsibility for diverse tasks. • Analytical thinker with strong problem-solving abilities. • Excellent interpersonal and communication skills If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 409_MIMSoAfrPtyLtd Morningstar Investment Management South Africa (Pty) Ltd Legal Entity

Remote Investment Banking Financial Analyst — Private Equity Deals

A leading financial services firm is seeking a Financial Analyst focused on investment banking. The ideal candidate will have over 2 years of investment banking or private equity experience and will build financial models, evaluate AI model training, and work independently in a remote environment. The position offers competitive hourly compensation of $150 and requires a commitment of 20+ hours per week, with potential for extension. #J-18808-Ljbffr