Investor Reporting
7 months ago
Position Description:
Investor Reporting & Performance Analyst
Purpose of the job
To report on and analyse the performance of the Group for both external and internal stakeholders.
The role is primarily responsible for:
- Drafting and coordination of the annual integrated report, management of investor communication and inquiries, peer analysis, writing of SENS announcements and trading updates (quarterly and/or as required) and assistance with the results presentations.
This area is continuously and proactively performing group financial analysis, developing forward looking views and delivering advancements through projects and initiatives and managing the external reporting requirements of the Group.
Key Performance Areas
- Manage Investor Relations and all critical components thereof (see Stakeholder Engagement);
- Proactively monitor and review analyst reports/ equity research reports as they are published to establish if the concerns and comments can be addressed through providing additional information in the IAR and / or results presentations;
- Analyse, compare and communicate to all internal stakeholders, peer companies’ financial results as market information becomes available;
- Project manage the compilation of the following documents for interim and year-end results:
- Finance sections of the integrated annual report;
- interim and year-end results commentary;
- interim and year-end results presentations;
- Draft commentary and results presentation for results releases and obtain sign-off thereof from Executive Management/Supervisory Board;
- Proactively perform external competitor analysis and benchmarking
Stakeholder Engagement
- Support the Head of Insights & Group and Performance Reporting in relation to the research and presentation of outputs to relevant internal and external parties;
- Support the Group Financial Controller with any trading updates and information for SENS publication;
- Compile timeous responses to investor and analyst queries, as shared by the CFO;
- Provide and deliver management information with regards to share price movements and market activity;
- Ensure up-to-date information is available on TFG website;
- Manage the clear, direct and timeous communication with investors/ analysts in order to maintain and enhance the relationships with investors;
- Maintain investor relation contact database for invitees to TFG business events;
- Maintain an excellent relationship with internal marketing team and external design partners for the development of all publications;
- Ensure Executive management are informed around market related matters, competitor analysis and peer benchmarking.
- Conduct interviews with Executive Management for input into the Integrated Annual Report as required.
Skills and attributes
- Good understanding of the retail industry and investor relations
- Keen interest in the TFG investor relations strategy and investment case
- Commercially minded
- Ability to extract insights from internal and external data and information
- Strong presentation drafting capability
- Good understanding of the frameworks and requirements associated with the annual reporting outputs
- Strong project management skills
- Strong business communication skills with an ability to work well in a collaborative environment with senior executives
- Ability to interact and influence external stakeholders and analysts
- Ability to work under pressure
- Accuracy and strong attention to detail
- Strong analytical ability
Experience
- Minimum 5 years experience in the Retail Industry or at Listed Entity in an investor relations role.
Qualification
- BCOM Degree or equivalent degree
- CA(SA)
Preference will be given, but not limited to, candidates from designated groups in terms of the Employment Equity Act
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