Listed Equities Analyst

2 weeks ago


Johannesburg, South Africa H&S Labour Brokers cc Full time

Our client is looking for an experienced, due-diligent individual to monitor and recommend appropriate security transactions in accordance with the company's investment policy and mandate..

**Duties and responsibilities**:
**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.

**REQUIRED MINIMUM WORK EXPERIENCE AND QUALIFICATIONS**
- 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


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