Financial Modelling Specialist

1 month ago


Cape Town, Western Cape, South Africa Set Consulting Full time
Investment Analyst

At Set Consulting, we are seeking a skilled Investment Analyst to join our high-performing team. The successful candidate will be responsible for research and analysis of listed securities in SA and globally.

Key performance areas:

  • Prepare individual company forecasts and valuations
  • Review and analyse company announcements and financial statements
  • Company management visits
  • Attribution and performance analysis
  • Quantitative analyses
  • Execute trade instructions
  • Conduct comprehensive market research and analysis on the real estate sector, focusing on trends, risks, and opportunities
  • Monitor economic indicators
  • Write monthly / quarterly sector review reports
  • Investment committee reports
  • Support new business development
  • Prepare and present to clients in presentations and report backs
  • Prepare and present to prospective clients

Qualifications and experience:

  • CA/SA or similar
  • CFA or similar
  • Newly qualified CA or up to 5 years experience for equivalent qualification


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