Equity Analyst

SUMMARY:
Equity Analyst

POSITION INFO:

Our client is looking for a talented and driven Equity Analyst to join a prestigious investment team. This is a unique opportunity to play a pivotal role in the execution of an income-focused investment style, working directly with the Chief Investment Officer (CIO) to contribute to the success of our portfolios and funds.

Key Responsibilities:

• Market Analysis: Conduct comprehensive economic, company, and security analysis to inform investment decisions.
• Research & Reporting: Provide in-depth research and analysis of the investable universe to the investment committee.
• Execution & Administration: Accurately implement trade decisions and manage portfolio liquidity, cash, and daily administration.
• Process Improvement: Proactively identify and implement improvements to our investment process to enhance efficiency and minimize errors.
• Stakeholder Engagement: Engage professionally with both internal and external clients and service providers to ensure excellent portfolio management.
• Reporting: Fulfil all reporting requirements accurately and within deadlines.

Experience and Qualifications:

• A minimum of 2 years of experience as an equity analyst is required.
• Experience in analyzing financial or industrial companies is highly desirable.
• An appropriate degree (honors preferable) with a quantitative focus, such as Finance, Accounting, or Investments, is essential. A CFA qualification would be a significant advantage.
• Proficiency in Microsoft Office, particularly Excel, is a must.
• You must meet FAIS requirements or be willing to write the Reps exam.
• Demonstrated financial modeling skills are required.

Competencies:

• A genuine passion for financial markets and investing.
• Exceptional attention to detail, analytical, and numerical skills.
• Resilience, drive, and the ability to work effectively under pressure.
• An enquiring mind and strong problem-solving skills.
• Excellent communication and presentation skills.
• A team-oriented approach with the potential to lead others.