Senior/junior Investment Analyst

1 week ago


Cape Town, South Africa Oasis Group Holdings Pty Ltd. Full time

**Senior/Junior Investment Analyst -**

Qualification and Requirements
- Qualified CA (SA) (Passed Board Exams at 1st attempt) with B.Com Honours in Investment Finance or Accountancy (From a reputable University).
- 2-3 years of experience post articles within an Accountant / Applied Engineering / Mathematics field.
- Has completed articles with one of the Big 4 Audit Firms.
- A CFA qualification will be advantageous.
- Ability to prepare financial reports on companies.
- Ability to research and analyse companies and their industries in which they operate in.
- Good working knowledge of Advanced Microsoft (Excel /Word), VBasic Programming skills.
- Ability to utilise Bloomberg, Inet and Reuters Terminal Services.
- Excellent communication skills both written and verbal.
- Stable career history.

Duties
- Undertake comprehensive evaluation and analysis under the mentorship and guidance of Senior to ensure that a thorough due diligence is conducted before the firm undertakes an investment into a security on behalf of its client.
- Involves the primary use of fundamental valuation skills such as:

- Evaluation of Long Term history
- Detailed financial analysis of financial performance and financial position of the company through evaluation of Balance Sheets, Income Statement, Cash Flow Statement, and Statement of Changes in Equity
- Ability to quantify risks relative to the expected return of an investment.
- Evaluate the impact of changes in macro and micro economic variable and its implications on the risk and return profile of a security.
- Evaluate regional and global developments and trends within the specific industry and quantify its implications with regard to future risk and returns of a security.
- Ability to prepare long term sheets and analyze history of a company over a long term period, this will include the analysis of Financial Stats, Profitability, valuation and Efficiency measures of a company in relation to its Markets and History.
- Ability to conduct quantitative analysis of companies looking at trend line and statistical numbers.


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