Equity Analyst

3 weeks ago

Johannesburg, South Africa Secondments Recruitment Full time

**Job Advert Summary**:
To be an effective member of the company research team.
To provide expert knowledge and insight into specific companies and sectors for the purpose of assisting with constructing, maintaining and marketing of equity portfolios (funds and models).

**Minimum Requirements**:
SKILLS/PERSONAL ATTRIBUTES REQUIRED
- Relevant finance-related tertiary degree (B. Com, B.BusSci). Honours and CFA an advantage.
- Minimum of 2-4 years equity analyst experience.
- High level of passion/ interest in stock markets.
- Strong computer skills - a working knowledge of Microsoft Office, particularly Microsoft Excel.
- Proficient with data systems such as Bloomberg and FactSet.
- High level of numeric competency and accuracy.
- Excellent writing skills.
- Excellent communication and interpersonal skills - must be confident when speaking with colleagues, stakeholders and clients.
- Able to take the initiative to: work independently; manage and prioritise own workload; and identify and implement process improvements across research products.
- Strong time-management skills in terms of meeting deadlines and responding to requests.
- High attention to detail.
- Able to identify problem areas within the work processes and suggest new ones if necessary.
- High degree of professionalism, well-presented and groomed at all times.
- Must be able to work under pressure.
- Previous experience in a stockbroking environment would be an advantage.
- Willing to work long hours including weekends where necessary

**Duties and Responsibilities**:
KEY AREAS OF RESPONSIBILITY

Analysis
- Analyse financial and public information relevant to focus/allocated companies and sectors to derive, review and monitor company valuation expectations and investment recommendations.
- Monitor relevant global economic trends and investments themes.
- Continuously monitor valuations and price changes of focus/allocated companies.
- Attend company results presentations (including webcasts), site visits and research presentations, as required.
- Assist the Investment Committee with investment views, content and relevant research for decision making purposes.

Portfolio Management
- Present, motivate and debate the investment merits for focus/allocated companies and sectors at investment discussions and committees, to facilitate investment decisions In equity portfolios and validate changes to equity portfolios.
- Participate in all team discussions regarding the construction and maintenance of equity portfolios.
- Provide assistance with monitoring equity portfolios, particularly with regards to focus/allocated companies and sectors.
- Provide assistance with reporting potential portfolio Investment risks and risk events to the relevant equity investment team.

Communication
- Produce and maintain regular investment commentary (verbal and written); incorporating company announcements and/or external events or presentations, global macro-economic analysis and relative positioning to portfolio and fund managers.
- Regularly discuss all investment views of the team with portfolio managers.
- Accompany and assist portfolio managers in client interactions, as required.
- Assist with creating investment focused collateral and marketing material relevant to the equity portfolios, as required for regular investor communications (Investor letters, articles, website).
- Participate in daily morning meeting discussions. Provide market and company commentary relevant to specific companies; and relative to the valuation expectations and investment recommendations previously taken into consideration.
- Liaise with company research partners to arrange internal and external presentations, and manage the process accordingly.
- Attend investor meetings, as required.

DESCRIPTION OF TASKS
- All tasks will have a primary focus of global equity.
- Participate in and contribute towards the development, research and idea generation required.
- Participate with global equity research, investment selection and portfolio management.
- Support the broader company investment team by contributing towards investment discussions, including the Investment Committee, as required.
- Assist with global equity portfolio related client queries, as required.
- Participate in regular interactions with existing investors, for the purpose of building and maintaining assets.
- Participate in the development and delivery of new business interactions, for the purpose of attracting assets to investment solutions appropriate for investors.
- Any other duties that may be required and are agreed upon with manager.

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