Global Equity Analyst

Our client is a boutique asset management company that provides a broad suite of investment solutions for institutional and retail clients.

They are in the Southern Suburbs in Cape Town and are searching for a Global Equity Analyst reporting directly to the Head of Global Equity.

As a Global Equity Analyst, you will form part of the Global Equity team, responsible for detailed fundamental analysis and valuation.

You will be expected to develop a thorough knowledge and understanding of the companies under your coverage as well as their broader peer groups and industries.

• The ability to place oneself outside a situation, take all the relevant information into consideration and draw conclusions.
• The ability to guide, direct and influence people in such a way that outputs are performed at an excellent level.
• The exchange of information or the planning of joint efforts by two or more people or groups.
• The ability to plan, organize, lead and control in the work environment to achieve the business objectives.

• Develop a working investment thesis for each company, including Bull-Bear scenarios.
• Analyse and rate companies within our fourpillar fundamental framework.
• Maintain proprietary valuation models for each company.
• Develop a sound understanding of companies on our Master List and in the peer groups relevant to your coverage area.
• Promote these companies to the Master List, Buy List and/or Portfolio based on your investment, research and within the investment process and portfolio construction framework.
• Deliver 10 stock or sector deep dive reports over first 12 months.
• Target primary coverage of ~2025 stocks over first 24 months.
• Engage company management and investor relations teams, as well as external research providers to develop a deeper understanding of company and sector dynamics.
• Analyse and engage companies on ESG issues and exercise proxies across your coverage area. Represent the company at management meetings, results presentations, industry events and conferences.
• Engage with the team and broader business in a professional and respectful manner.
• Contribution to investment meetings.
• Support and work toward team goals, share information, work collaboratively with team and those in the broader group.
• Interaction with management and other staff members.
• Process enhancements.
• Give back to the broader community and company projects.
• Foster greater cohesion within the broader business.
• Market enhancement & research i.t.o practicality, innovation, and usefulness.
• Presentation skills (style, content and quality).
• Interpersonal relationship building.
• Proactive engagement with broader team and company.

• CFA Charter Holder / CA (SA) / BCom / BBusSc (or related degree).
• Preference for buyside equity analysis experience.
• Display initiative and ability to work independently.
• Experience of working in a smaller, dynamic investment team advantageous.
• All relevant FAIS requirements and regulatory exams/experience completed.

• 22 days annual leave.
• Study leave.
• Thursday in office lunches.
• Monthly Office socials.
• Free mental health consultations.
• And a whole lot more