Equity Analyst

Code Red Recruitment; Johannesburg; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A recruitment agency is seeking an experienced Equity Analyst to lead a team responsible for conducting research on local and offshore equities. The ideal candidate will have a B. Com Investment Management degree, CFA designation, and 2-3 years of relevant experience. Responsibilities include overseeing team workflow, analyzing investment opportunities, and building financial models. Strong skills in MS Excel and VBA are essential for success in this role.

Qualifications

• 2-3 years’ relevant experience in equity analysis or investment management.
• Evidence of team oversight or leadership in previous roles.

Responsibilities

• Oversee a team of equity analysts and maintain research database.
• Analyse data and develop investment recommendations.
• Perform financial statement analysis and build financial models.

Skills

Attention to detail

Self-starter

Statistical knowledge

Good writing skills

Education

B. Com Investment Management degree

CFA Charter Holder

Tools

MS Excel

VBA

Job description

Overview

My client in the Midrand is currently looking for an Equity Analyst.

Responsibilities

• Take joint oversight over a team of equity analysts responsible for producing research reports for a large private investment manager on both local and offshore listed equities. Manage the team workflow, maintain quants research database and train team members on investment processes.
• Analyse data to assess and describe current and long-term trends at both an industry and company level and identify investment opportunities to incorporate into client portfolios. Take specific ownership of analysing a broad spectrum of local and offshore companies, creating valuation models and formulating investment recommendations. More general analyst responsibilities will include performing presentations, financial statement analysis and building and maintaining financial models to evaluate historical performance and generate projections.
• Sector presentations, that elaborate on revenue and earnings drivers and interpretation of trends. Sales, marketing and communication related tasks that emanate from the research process.
• Ensure accuracy of all research related tasks emanating from the portfolio management process.

Outcomes

• Relevant, accurate and valuable reporting to all relevant stakeholders. Communicate in a timely and structured manner and in alternative ways and channels with the goal of increasing the adoption rate of managed portfolios.
• Take a visible role as leader amongst the analyst team by setting an example of an analyst that is engaged and makes a visible contribution to research efficiency and team learning.
• Ensuring accuracy of team members work so that work can be approved with minimal referrals ensuring quick turnaround times. Continuously automate processes to improve capacity.

Minimum requirements

• B. Com Investment Management degree
• CFA Charter Holder
• 2-3 years’ relevant experience required
• Previous team oversight experience
• Advanced MS Excel and VBA required

Competencies required

• Self-starter and motivated
• Emotional / behavioral discipline
• Statistical and modelling knowledge and experience
• Attention to detail
• True passion for Financial Services and investments
• Good writing skills
• Excellent work ethic
• Resilient
• Ability to work under pressure