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 range of stockbroking solutions including; traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio, full-service stockbroking services and specialist research integrating both a macro and micro market view.**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.

**Level of Accountability
- Process Efficiencies
- Self-starter and the ability to work unsupervised.

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**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.

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