Equity Investment Analyst

SUMMARY:
Equity Investment Analyst

POSITION INFO:

Primary Functions of the position

o Economic data reporting & analysis
o Filtering and monitoring of the investable universe
 Accurate implementation of trade execution decisions made by Invescom
 Improving our investment process to minimise the occurrence of errors and to improve both individual
and team productivity/efficiency
 Proactive and professional engagement with clients and service providers (internal and external) to
ensure excellent management of our portfolios/funds
 Fulfil any reporting requirements, accurately and within their deadlines
 Manage portfolio liquidity/cash and daily administration
 Professional, accurate and timeous handling of standard investment communications and queries

Role Requirements:
 Appropriate degree, honours preferable, with quantitative focus, e.g. Finance/Accounting/Investments
or alternatively a CA
 CFA would be an advantage
 Minimum of 2 years’ equity analyst experience
 Experience in analysing financial or industrial companies would be preferable
 Meet FAIS requirements or be willing to write the Reps exam
 Proficient in Microsoft office and particularly Excel
 Financial modelling