Equity Analyst

SUMMARY:
A progressive Investment Services that combines market-leading proprietary technology with human expertise and experience within the Wealth Management space is looking for an energetic and zestful Equity Analyst.

POSITION INFO:

PURPOSE OF JOB

Provide research/analysis / financial modelling for coverage stocks, indices and companies. Present research reports, projections, and recommendations concerning companies and stocks, suggestions can be utilised in portfolios.

Key Responsibilities

Analyse stocks both locally and offshore:

• Local universe is largely the top 40 stocks on the capped all share index but also tend to assess companies down through the top 60.
• Offshore focus on stocks in the MSCI World index as well as select emerging market stocks
• Focus on global companies larger than $20 billion

Feedback to Portfolio Managers:

• Analyse global stocks with regular presentations (generally weekly) to present feedback to portfolio managers
• Validate and substantiate ideas to be used in portfolios
• Pro-active portfolio management

Project involvement:

• Partake in projects from the different teams

Administration

• Provide commentary on MDD
• Update models
• Take minutes in the meetings
• Respond to client’s queries

Requirements:

• B Com degree (Finance, accounting, investments) Honours - desirable
• Minimum 18 months  experience in investment and asset management
• Microsoft packages, strong excel skills
• Bloomberg
• Knowledge of financial markets, Global and Local

COMPETENCIES

• Passionate about investments
• Assertiveness
• Out of the box thinker, Innovative
• Good communication skills
• Pro-active
• Analytical ability

NB! This job is now closed. You can apply for other jobs by uploading your CV.