Equity Analyst with CFA qualification and minimum 2 years’ relevant experience, required to take joint oversight over a team of equity Analysts responsible for producing research reports for a large private client stockbroker on local and offshore listed equities. This position is based in Midrand.
Minimum requirements:
- Com Investment Management Degree required
- CFA Charter Holder – CFAIII preferred but will consider CFAII as minimum requirement
- Minimum 2 years relevant equity analysis experience essential
- Previous team oversight experience required
- Advanced Excel and VBA essential
Responsibilities:
- Joint oversight of team of equity analysts producing research reports for large private stockbroking client on local and offshore listed equities
- Manage team workflow, maintain quants research database and train team members on investments processes
- Analyse local and offshore Financial companies, creating valuation models and formulating investment recommendations
- Generals analysis – financial statement analysis, building and maintaining financial models evaluating historical performance and generate projection
- Analyse data – assess and describe current and long term trends at industry and company level
- Identify investment opportunities for client portfolios
- Sector presentations that elaborate on revenue and earnings and interpretation of trends
- Sales, marketing and communication related tasks
- Reporting to all stakeholders
- Ensure accuracy of team members
If you are a SA citizen and your CV meets the above requirements, please respond via email to [Email Address Removed]
Recognising that diversity is key to excellence, our client especially encourages members of designated groups to apply.
If you have not heard from us within a 2 week period, please deem your application as unsuccessful
Desired Skills:
- equity analysis
- equity
- offshore equities
- CFA
- investment management
- equity analyst
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree