Senior Equity Analyst (CFA Level III)

Recruiter:

Rory Mackie & Associates

Job Ref:

2264168003

Date posted:

Tuesday, March 31, 2026

Location:

Johannesburg, South Africa

SUMMARY:
-

POSITION INFO:

About the client:

Established in 2019, our client is an independently owned, boutique investment manager, based in Johannesburg. They are deeply committed to delivering superior returns through their rigorous bottom-up valuation methodology which provides deep understanding of every company they invest in. Our client currently manages R40bn of predominantly institutional client money.

The Senior Equity Analyst will conduct fundamental equity research and generate investment ideas to support portfolio managers within an active asset management environment.

Key Responsibilities

Conduct in-depth fundamental research on listed equities
Build and maintain advanced financial models and valuations
Generate differentiated investment ideas and actionable recommendations
Monitor portfolio holdings and update investment theses
Analyse company results, industry trends, and relevant macro developments
Engage with company management, sell-side analysts, and industry participants

Key Requirements

Bachelor's degree
CFA Level IIII completed
5 - 7 years’ experience in equity research
Strong idea generation capability with a clear investment mindset
Advanced financial modelling and valuation skills
Solid understanding of financial statements and accounting
Ability to clearly articulate and defend an investment view

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