Investment Analyst

Set Consulting; Cape Town; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading boutique investment firm in Cape Town is seeking an Investment Analyst to join their high-performing team. The role involves extensive research and analysis of listed securities, preparing forecasts, and presenting findings to clients. Ideal candidates will have relevant qualifications and experience in financial analysis, particularly in the real estate sector.

Qualifications

• Newly qualified or up to 5 years experience for equivalent qualification.

Responsibilities

• Prepare individual company forecasts and valuations.
• Conduct comprehensive market research and analysis on the real estate sector.
• Write monthly / quarterly sector review reports.

Skills

Research

Analysis

Quantitative analyses

Education

CA / SA

CFA

Job description

Highly successful boutique investment firm have an excellent opportunity for an Investment Analyst. Join this high performing team and be responsible for research and analysis of listed securities both 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
• 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 or up to 5 years experience for equivalent qualification.
• Exposure to property adv

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