Listed Equities Analyst Bryanston Jhb
2 days ago
Requirements:
Bachelor-s Degree (major in Economics, Business, BSc or BEng)
Studying towards CFA or CA(SA) will be advantageous
At least 4 - 5 years job-related 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
**Responsibilities**:
Our client is currently seeking for a Listed Equities Analyst who will be responsible for monitoring and
recommending appropriate security transactions in accordance with the Fund-s investment policy and mandates
DUTIES:
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 / risk-return 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.
Management of travel arrangements
Liaise with Procurement department to schedule bookings of accommodation, flights and car hire.
Organize workable travel arrangements for the Exco member and management team, which take practicalities involved in both international and local travel into consideration.
Follow up on the timely submission and collection of relevant travel documentation such as passports and visas.
Process requisitions and purchase orders in accordance with standard procedure.
Acquire necessary signatures for authorization from relevant stakeholders
**Benefits**:
R658 105 - R838 370 CTC
JOB TYPE
Work Day:Full Time
Employment type:Permanent Job
Salary:ZAR 658,105.00 - 838,370.00 Yearly
Positions available:1
JOB REQUIREMENTS
Minimal experience:4 years
Languages:Inglés Bilingual / Native
Gender:Indistinct
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