Equity Analyst and Assistant Portfolio Manager
1 week ago
-Introduction
We at Momentum Securities provide our clients with a full range of stockbroking services supported by strong management and administrative capabilities.
Our diverse team of specialists are involved in the research and investment selection process, integrating both a macro and micro market view into our advice. Our on-going market analysis and research is shared with our clients daily.
As a member of the JSE, we are approved to trade in, and manage share investments on behalf of individuals and institutions. With more than 30 focused dealers and portfolio managers, we have the expertise to assist our clients in every area of the market.
Role Purpose
The purpose of the Equity Analyst and Assistant Portfolio Manager role** **is to analyze investments and assist in the construct investment portfolios based on investment mandate and client requirements within the investment philosophy and strategy in order to achieve MMI’s strategic objectives, working closely with a Portfolio Manager.
Requirements
**Qualifications**:
- BCom Honours (Investment Management)/ CA(SA) or equivalent.
- CFA charter holder or in the process of completion (CFA Level 1 & 2)
**Experience**:
- A minimum of 3-5 years' experience in equity analysis and asset management.
- 3+ years’ experience in Company analysis and portfolio management experience
- 3+ years’ experience in the Asset Management Industry.
Duties & Responsibilities
***The Equity Analyst and Assistant Portfolio Manager will be involved with 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 make recommendations, which requires**:
- 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.
- Present company research to different stakeholders.
- 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
- Presenting and Communicating Information
- Attention to detail
- Entrepreneurial and Commercial Thinking
- Problem Solving and decision making
- Team Player
Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
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