Listed Equities Analyst

2 weeks ago


Bryanston, South Africa Eskom Pension and Provident Fund Full time

PROVIDE SUPPORT IN PORTFOLIO MANDATE STRUCTURE AND STRATEGY FOR A SPECIFIC PORTFOLIO

  • Assist with research market analysis of potential listed equities investment opportunities.
  • Gather information by accessing market research, trends and statistics on which to base investment decisions.
  • Monitor effectiveness of investment decisions within portfolio to optimise investment returns.
  • Perform performance / riskreturn analysis and provide recommendations to Portfolio Manager as and when required.
  • Assess and monitor investment portfolio risks and performance attributions.

UPDATE LISTED EQUITY VALUATION MODEL

  • Construct and update quantitative/analytic models, conducting sensitive analysis.
  • Provide updated valuation models and earnings after results are published, in support of accurate financial reporting.
  • Maintain listed equities ranking model, monitoring that investment returns are above benchmark.

PROVIDE SUPPORT WITH INDUSTRY SECTOR ANALYSIS

  • Analyse sector under coverage and companies positioning within industry, obtaining accurate investment information.
  • Benchmark performance across the industry, domestically and globally by accessing market research, trends and statistics.
  • Develop and maintain positive relationships with broker analyst companies and other industry specialists.

SUPPORT PORTFOLIO MANAGER

  • Monitor and recommend changes to the current portfolio that reflects the mandate's investment philosophy and process.
  • Bachelor's Degree (major in Economics, Business, BSc or BEng).
  • Studying towards CFA or CA(SA) will be advantageous.
  • At least 5 years jobrelated experience.
  • Sound understanding of economic and investment theory and practices.
  • Portfolio Construction and Risk Management experience will be an added advantage.
  • Knowledge of legislation governing investments within portfolio.
  • Knowledge of Tax legislation.
  • Knowledge of financial practices and procedures.
  • Knowledge of Industry developments relevant portfolio.
  • Knowledge of CFA Code of Conduct.


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