This role will best suit a dynamic individual with a passion for investment analysis and financial markets.Strong numerical modelling skills and attention to detail are key as well as a willingness matched with an ability to work hard. The successful individual will undertake comprehensive analysis and building of financial models reporting into the equity strategy.

Role

• Prepare and implement the online and offline marketing strategy for the centre.
• Show full commitment and understanding to the house’s investment philosophy in equity research.
• Participate in the identification of potential investment opportunities, using available and any appropriate equity research ranking and screening techniques.
• Conduct detailed fundamental analysis on potential high conviction investment opportunities, as directed.
• Formulate and then present investment thesis to broad investment team soliciting feedback on the investment recommendation.
• Maintain industry knowledge for broad industry group companies allocated.
• Monitor investment case of current investments and communicate on material news flow.
• Conduct quarterly sector reviews including a concise recap of sector performance and key performance drivers of ‘winners and losers’ under coverage.
• Continuously strive to enhance and improve the equity research process.
• Represent and market this process both internally to peers and externally to clients, consultants etc.
• Influence the house’s overall research agenda by engaging highlighting areas of concern or areas of potential opportunity that require further investigation.
• Foster a healthy collaborative relationship between other members of the equity research team, Macro Economic Research, Portfolio Construction, Fixed Income and Portfolio Management.
• Contribute and ensure compliance to relevant governance, legislation and risk mitigation strategies.
• Provide on-going support and mentorship to other analysts (esp juniors) in the team as and when necessary
• Maintain a healthy rapport with the Head of Equities / other Senior Analysts within the broader investment team .

Qualification and Experience Required

• At least 5 years relevant work experience in the investment industry preferable
• Post Graduate Degree in economics, finance, statistics or actuarial science preferable
• MBA, CA(SA) or CFA, plus any other Regulatory qualification as per FSB
• Relevant experience analysing, modelling and performing equity valuations
• Strong quantitative and analytical ability, Strong understanding of financial products