Equity Analyst

SUMMARY:
A leading investment management firm is seeking to appoint a highly motivated Equity Analyst to join its high-performing team. This is a unique opportunity for someone with a genuine passion for investments and a strong analytical mindset, regardless of years of experience.

POSITION INFO:
You will be responsible for researching and analysing shares listed on the Johannesburg Stock Exchange (JSE) and identifying compelling investment opportunities that contribute to superior client outcomes. Your insights will help guide investment decisions made by Portfolio Managers.

Key Responsibilities:

• Conduct full-scale research and fundamental analysis of JSE-listed companies and sectors.
• Evaluate broker reports, company financials, and other relevant market information.
• Attend company results presentations, briefings, and site visits to gather qualitative insights.
• Build and maintain detailed financial models to support investment cases.
• Engage in investment team discussions and debates to refine and test your views.
• Present well-structured investment recommendations to the broader team.
• Monitor the performance and developments of portfolio holdings and update views accordingly.

• Up to 5 years’ experience as an equity analyst in asset management, stockbroking, or related environments is preferred but not essential.
• Strong financial modelling and forecasting skills.
• Excellent analytical and critical thinking ability.
• A natural curiosity about business, markets, and long-term investment trends.

• Chartered Accountant (CA(SA))
• Business Science (Finance stream preferred)
• Engineering
• Actuarial Science
• CFA Charterholder or progressing towards qualification
• Other relevant postgraduate qualifications

• Proven academic track record with consistently top results.
• Demonstrated interest in investments and financial markets.
• Strong communication skills and the ability to present and defend views clearly.
• Self-driven, humble, and open to learning from others.