Equity Analyst

Prescient; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading stockbroker in Cape Town is seeking a skilled Analyst to join their equity research team. The role involves researching financial trends, building financial models, and maintaining client relations. Candidates should have over 5 years of experience in a similar role and possess a relevant postgraduate qualification or CFA. Excellent presentation and communication skills are essential. This is an exciting opportunity to contribute to a growing team.

Qualifications

• 5+ years of experience in a similar role in a stockbroking environment.
• Strong sector knowledge and ability to build complex financial models.
• Personable and articulate with clients, good presentation skills.

Responsibilities

• Research and analyze financial information and trends.
• Build clear financial models.
• Deliver formal reports on key companies and sectors.
• Provide timely short notes on market events.
• Host management interactions.
• Maintain key client CRM systems and workflow.

Skills

Financial analysis

Financial modeling

Client communication

Presentation skills

Education

Postgraduate financial qualification or CFA

Job description

Purpose of role

Opportunity to join a talented team of Analysts in the equity research team of a leading Stockbroker in Cape Town.

Mission of company

The mission of this company is to build a strong team of analysts and ensure that they become ranked with key clients and as a consequence the Financial Mail Survey.

Duties and responsibilities

• Researching / analyzing financial information / trends
• Building clear financial models
• Coverage responsibilities: Quantity – Number of formal (non-bespoke) reports disseminated to market on key companies / sectors covered
• Event-driven (results, earnings updates, SENS cautionaries etc.) short thought-provoking notes / guidance to industry – timeously disseminated (within 3 working days of market announcements)
• Hosting of management interactions
• Quality for researching and writing reports
• Become a rated analyst within their sector / category
• Regular client contact – phone calls and presentations
• Maintain and support key client CRM systems (as required, weekly at least), and maintain, support and manage workflow (weekly at least)

Required experience

5 years + experience in a similar role in a stockbroking environment Sector ratings Strong Sector Knowledge Ability to build complex financial models Need to be personable and articulate with clients, have good presentation skills

Required Qualifications

• Relevant postgraduate financial qualification / CFA Regulatory Exams

Key competencies

• Overwhelmingly curious
• High attention to detail
• Able to take initiative, ownership and problem solve when required
• Able to work in a team
• Able to work on their own
• Highly numerate
• Able to build complex financial models
• Need to be personable and articulate with clients, have good presentation skills

Why this role

This is a brilliant opportunity to join a talented team of Analysts in the Fundamental research team of a leading Stockbroker in Cape Town experiencing fantastic growth.