Equity Analyst and Assistant
6 months ago
**Introduction**
Momentum Securities/Asset Management manages several unit trusts, global and domestic balanced funds and domestic and international equity funds. Momentum Securities offers a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on our product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs. We provide a full range of stockbroking solutions including traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio, and a full-service stockbroking service.
**Role Purpose**
The purpose of the **Equity Analyst and Assistant to** **Portfolio Manager role **is to analyze investments and assist in the construction of investment portfolios based on investment mandate and client requirements within the investment philosophy and strategy in order to achieve Momentum Securities investment objectives, working closely with a Portfolio Manager.
**Requirements**:
**Qualifications**:
- BCom Honours (Investment Management)/ CA(SA) or equivalent.
- Working towards a CFA charter holder..
**Experience**:
- A minimum of 1 years' experience in equity analyses and asset management.
**Duties & Responsibilities**
**The Equity Analyst and Assistant Portfolio Manager role involves the following**:
- Being an active participant in a small but effective asset management team.
- Analyzing domestic and internationally listed companies and presenting the results to the investment team.
- Using the above analysis to construct investment portfolios.
- Updating reports used to back-up our investment process.
- Monitoring and calculating fund performance and updating fund commentaries.
- Keeping up to date with economics, market research and company news.
- Understanding and being fully conversant in various data platforms used in the investment process.
**Company research and management of investment Portfolios**
- Company research, analysis, and earnings and return’s forecasting.
- Timeously producing reports used in the investment process.
- Research and portfolio management.
- Monitoring of existing investments, with the investment team.
- Monitoring portfolio mandate adherence and associated risks.
- Consulting relevant parties where remedial action in portfolios is required.
- Attending company presentations.
- Reviewing portfolio, sector and stock returns and risk.
**Provide technical support and makes recommendations**
- A good technical appreciation of the economy, markets, sectors, and stocks.
- An understanding of portfolio mandates.
- A good understanding of the investment philosophy and process.
- Good presentation skills.
- Good communication skills and the ability to effectively convey investment ideas.
- To contribute to stock selection process through rigorous research and analysis.
- A thorough understanding of Excel and the ability to build complex models.
**Competencies**
- **Analysis**:Numerical, questioning, rational, ability to understand difficult concepts and come up with solutions.
- **Presenting and Communicating Information**:Credible, speaks clearly and fluently. Expresses opinions and clearly conveys information and key points of an argument.
- **Persuading and influencing**:Makes a strong personal impression on others, is persuasive and gains agreement and commitment from others. Promotes ideas on behalf of self or others. Manages conflict.
- **Attention to detail**:Provides accurate, consistent work in a useable form on time. Attention to detail and is structured in thought.
- **Entrepreneurial and Commercial Thinking**:Keeps up to date with competitor information and market trends. Identifies business opportunities for the organization. Demonstrates financial awareness. Controls costs and thinks in terms of profit, loss and added value.
- **Problem Solving and decision making**:Applies critical thinking to problems to generate practical solutions.
-
Equity Analyst and Assistant to Portfolio Manager
6 months ago
Sandton, South Africa Momentum Securities Full time**Introduction** - Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...
-
Investment analyst and assistant portfolio manager
2 months ago
Sandton, South Africa Wound and Burn Centers of America Full timeInvestment analyst and assistant portfolio manager The Investment Division is seeking a highly qualified Investment Analyst and Assistant Portfolio Manager to join their team. The successful candidate will work directly with the Chief Investment Officer (CIO), who will be their primary reporting manager, focusing on both traditional multi-management and...
-
Financial Analyst Assistant
3 weeks ago
Sandton, South Africa Neptune Full timeWe are seeking a highly motivated and proactive Financial Analyst Assistant to join our finance team at Neptune. This internship provides a fantastic opportunity for a recent graduate or current student with a passion for accounting and finance to gain hands-on experience in a fast-paced environment.This role offers an estimated salary of $55,000 - $65,000...
-
Internship: Data Analyst
3 months ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Central Services**Function**:Data Sciences**Date**:10 Sep 2024**Discovery - Vitality RSA Data Solutions Team** **Intern - Data/Reporting Analyst x 2** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who...
-
Investment Analyst
2 months ago
Sandton, South Africa Nefcorp Full timeJob category: Banking, Finance, Insurance. Stockbroking Contract: Permanent Remuneration: Market Related EE position: Yes Introduction The National Empowerment Fund is looking for an Investment Analyst who will join uMnotho Fund team. The purpose of this role is to provide support function to Investment Associates on all areas of transaction...
-
Finops Analyst
1 week ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Central Services**Function**:Financial Analysis**Date**:3 Dec 2024 - Achieve more than** **YOU BELIEVE** - Discovery - GIS (Group Information Services) FinOps Analyst **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional...
-
IT Risk Analyst
4 months ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Central Services**Function**:IT Risk Management**Date**:21 Aug 2024- Discovery - Information Governance and Security**Information Security Risk and Assurance Analyst** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional...
-
Investment Analyst
6 months ago
Sandton, South Africa Sanlam Full timeWho are we? Sanlam Investments We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth. Sanlam Investments (SI) is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger...
-
Treasury Analyst Assistant
6 months ago
Sandton, South Africa Adcorp Holdings Full timeThe Treasury Analyst Assistant will provide business support for aspects relating to Cash Management, Forex Management and Exchange Control. **Roles and Responsibilities** Domestic Cash Management** - Manage and advise Petty Cash requirements all Companies in Durban - Upload new Vendors into Banking platforms - Upload payment runs [Electronic platform and...
-
Internship: System Analyst
3 months ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Central Services**Function**:Data Analysis**Date**:4 Sep 2024- Discovery - Vitality Group Internship: Systems Analyst Junior**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core...
-
Internship: System Analyst
3 months ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Central Services**Function**:Information Technology**Date**:11 Sep 2024- Discovery - Vitality Group Internship: Systems Analyst Junior**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our...
-
Marketing Assistant
4 months ago
Sandton, South Africa IIE Varsity College , IIE Vega and IIE MSA Full time**Direct Reporting Line**: Head: Student Recruitment **Varsity College** is an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa, and is registered with the Department of Higher Education and Training (DHET) to provide higher education...
-
Marketing Assistant
2 months ago
Sandton, South Africa IIE Varsity College , IIE Vega and IIE MSA Full time**Direct Reporting Line**: Head: Student Recruitment **Varsity College** is an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa and is registered with the Department of Higher Education and Training (DHET) to provide higher education...
-
Actuarial Analyst
2 months ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Life**Function**:Actuarial Sciences**Date**:18 Oct 2024- Discovery Life**Actuarial Analyst** - Capital Reporting**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and...
-
Senior Associate: Listed Equity
6 months ago
Sandton, South Africa IDC Full timeTo implement and maintain portfolio management of the listed equity investment portfolios, including restructurings and corporate actions and obtaining the most value through the development and implementation of value creation plans and relationship building, to achieve sustained growth and maximized profitability for the business partner which will result...
-
Junior Equity Trader
6 months ago
Sandton, South Africa Momentum Securities Full time**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...
-
Skills Development and Employment Equity Specialist
6 months ago
Sandton, South Africa Bluespec Holdings Full time**Job Functions**: We are looking for a transformation specialist who will be responsible for Employment Equity and skills development within the group. The core responsibilities will be to enable equity and equal opportunities as well as development of employees. **Responsibilities**: - Define, own and lead the Employment Equity initiatives within the...
-
Internship: Support Analyst
1 month ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Employee Benefits**Function**:Database Administration**Date**:31 Oct 2024 - Achieve more than** **YOU BELIEVE** - Discovery - Employee Benefits- Internship: Data Analyst**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional...
-
Senior Traded Market Risk Analyst
6 months ago
Sandton, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary **Job...
-
Actuarial Analyst
1 week ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Life**Function**:Actuarial Sciences**Date**:2 Dec 2024- Discovery Life Actuarial Analyst Product Development & Implementation**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core...