Equity Analyst

Stonehage Fleming; Cape Town; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A financial services company in Cape Town is seeking an Equity Analyst to conduct in-depth equity research and provide investment recommendations. The ideal candidate has at least 1 year of equity analysis experience and strong skills in MS Office, alongside a passion for equity markets. This role involves preparing and presenting research outputs and participating in investment management discussions.

Qualifications

• Minimum 1 years working experience in listed equity analysis role.
• Demonstrated track record of investment skill.
• FAIS experience with necessary (RE5) Representative Regulatory Exam is an advantage.

Responsibilities

• Prepare and present top-quality equity research for investment decisions.
• Conduct in-depth, high quality company and industry research.
• Make clear and appropriate conviction recommendations.
• Participate actively in Equity Management meetings.

Skills

MS Office (Advanced Excel, Power‑Point, Word, Outlook)

Planning and Organising

Teamwork

Communication skills

Research and analysis

Problem solving and Decision making

Passion for Equity markets

Tools

Fact Set or similar market software

Job description

Overview

Job title: Equity Analyst

Job Location: Western Cape, Cape Town

Deadline: November 01, 2025

Responsibilities

• The role is responsible for the preparation and presentation of top-quality equity research to provide the necessary information to make well-informed investment decisions for the Stonehage Fleming Equity Management South Africa strategy and associated portfolios. The coverage universe is exclusively JSE listed equities.
• Conduct in-depth, high quality company and industry research as a critical input to add value
• Report formally on research projects by means of written reports and in person
• Make clear and appropriate conviction recommendations on the businesses under coverage, with substantiated supporting information, to generate benchmark and peer beating returns
• Take initiative in emphasising positive and negative opportunities amongst the full coverage universe
• Preparation for and attendance of Equity Management meetings with active participation
• Generate appropriate content for both internal and external usage on an ad hoc basis
• Undertake client facing activities as required
• Adhering to Investment Management and Group Compliance policies and procedures, undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delay

Qualifications and Experience

• Minimum 1 years working experience in listed equity analysis role
• Demonstrated track record of investment skill
• FAIS experience with the necessary (RE5) Representative Regulatory Exam would be an advantage. If not, then the candidate would have to undergo supervision to meet the fit and proper criteria.
• Working experience with Fact Set or similar market software

Competencies, Skills and Behaviours

• MS Office (Advanced Excel, Power‑Point, Word, Outlook)
• Planning and Organising: Schedules and manages workload effectively, thinks ahead, sets plans to achieve goals
• Teamwork: Supports and works towards team goals, shares information, is helpful and co‑operative. Works effectively with people outside immediate team and within the wider group
• Communication skills: Effective communicator, communicates clearly and concisely, listens effectively, written communication is well presented
• Accuracy, quality and productivity: Delivers work of a high standard and accuracy
• Technical Knowledge: Demonstrates required technical knowledge, understands policies, processes and systems in their area of expertise, keeps technical knowledge up to date
• Research and analysis: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis clearly and reaches logical conclusions
• Problem solving and Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions
• Shows a passion and enthusiasm for Equity markets