Senior Equity Research Analyst

2 weeks ago

Cape Town, Western Cape, South Africa CF Consulting Full time

The role is responsible for the preparation and presentation of top-level high conviction equity research to provide the necessary information to make well-informed investment decisions for the Equity Management (South Africa) strategy and associated portfolios.

Key Responsibilities

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

  • Conduct in-depth, high quality company and industry research as a critical input to add value, with timely and supported information
  • Report formally on research projects by means of high quality written reports and in person
  • Make clear and high conviction recommendations on the businesses under coverage, with substantiated supporting information, to generate competitive returns
  • Take initiative in emphasising positive and negative opportunities amongst the full universe
  • Preparation for and attendance of Equity Management meetings with active participation
  • Generate appropriate content for both internal and external usage on an ad hoc basis
  • Assisting in the preparation of marketing material as necessary
  • Undertake client facing activities as required
  • Adhering to Investment Management and Group Compliance policies and procedures, undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delay

QUALIFICATIONS AND EXPERIENCE

  • CA, B BusSci (or related degree) or CFA
  • Minimum 4 years working experience in equity analysis role
  • FAIS experience with the necessary (RE5) Representative Regulatory Exam would be an advantage. If not, then the candidate would have to undergo supervision to meet the fit and proper criteria
  • Working experience with Factset or similar market software

COMPETENCIES, SKILLS AND BEHAVIOURS

  • MS Office (Advanced Excel, Power?point, Word, Outlook)
  • Factset or similar market software
  • Planning and Organising: Schedules and manages workload effectively, thinks ahead, sets plans to achieve goals
  • Teamwork: Supports and works towards team goals, shares information, is helpful and co?operative. Works effectively with people outside immediate team and within the wider group
  • Communication skills: Effective communicator, communicates clearly and concisely, listens effectively, written communication is well presented.
  • Accuracy, quality and productivity: Delivers work of a high standard, output is accurate and error free, diligent.
  • Technical Knowledge: Demonstrates required technical knowledge, understands the policies, processes and systems in their area of expertise, keeps technical knowledge up to date
  • Research and analysis Skill: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions
  • Problem solving and Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions
  • Passion and enthusiasm for Equity markets

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