Senior Research Analyst

SUMMARY:
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POSITION INFO:

Purpose of the role:
As part of the Research and Innovation team the candidate will undertake research and provide information and investment ideas to the sector specialists and other investment teams.

Duties:

• Conducting fundamental and thematic research on sectors and industry.
• Support Head: Research & Innovation and Sector Specialists through research, data analytics and financial modelling.
• Prepare research reports that are aimed at enhancing knowledge based on various sectors and generating investment ideas.
• Undertake thematic research into new and emerging industries to identify investment opportunities for the organisation.
• Monitor global and domestic sector trends and developments to assess the impact of the portfolio.
• Have an understanding of the macroeconomy and how it affects the different sectors.
• Assist in developing sector and sub-sector investment strategies.
• Provide market analysis and financial analysis for unlisted transactions. Form part of the due diligence team.
• Undertake ad hoc research requests from EXCO and board subcommittees as well as investment divisions.
• Sectors to be covered include manufacturing, ICT and transport.
• Proficient user of Bloomberg or similar tools/ applications/platforms.

Requirements:

• Post graduate qualification in commerce, accounting, finance, economics or equivalent.
• Studying towards a CFA/CAIA/Masters degree or CFA/CAIA/Masters degree holder (Advantageous).
• 5 – 7 years relevant investment and research experience. Be able to link sector research to asset class/investment implications.
• FAIS RE 05 Certificate or must be obtained within 6 months of employment
• Sector research experience is an advantage.
• Flexible, responsive and self-starting personality with keen attention to detail and ability to work across different teams within the division.
• Must possess the desire and ability to work in a collaborative and intensive team-orientated environment.

Competencies and skills:

• Team player
• Self-Starter
• Interpersonal skills
• Macroeconomics and sector knowledge
• Planning and organising
• Presentation skills
• Financial analysis and interpretation
• Financial modeling skills
• Ability to undertake research
• Strong analytical skills
• Strong numerical skills
• Strong quantitative and qualitative analytical skills
• Ability to work effectively under pressure
• Experience in working on Bloomberg (preferred)