Senior Investment Analyst - Equity Research

Placements24; Gqeberha; Hybrid; ZAR 900,000 - 1,500,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Medical aid

Job summary

Placements24 is recruiting a Senior Investment Analyst for the Equity Research division in Port Elizabeth. The role involves deep fundamental analysis of public companies, building advanced financial models, and generating investment theses for portfolio managers.

Remote work is available, offering flexibility for highly skilled professionals. The candidate will cover specific sectors, stay abreast of market trends, and contribute to the firm''s investment strategy with clear, actionable

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field.
• MBA or CFA charter (or progress towards) strongly preferred.
• Minimum 5 years of experience in equity research, investment analysis, or portfolio management.
• Proven ability to build sophisticated financial models and conduct thorough valuation analysis.
• Deep understanding of accounting principles, financial statement analysis and corporate finance.
• Excellent written and verbal communication, with ability to articulate investment ideas clearly.

Responsibilities

• Conduct comprehensive fundamental analysis of companies within assigned industry sectors.
• Develop and maintain detailed financial models including DCF, multiples, and comps.
• Formulate well-researched investment recommendations (buy, sell, hold) for investment committee.
• Monitor portfolio holdings and industry developments with timely updates.
• Engage with company management, industry experts, and sell-side analysts.
• Write insightful research reports, earnings summaries and investment memos.
• Track KPIs and economic data relevant to investment decisions.
• Collaborate with portfolio managers to ensure alignment with strategies and risk management.

Skills

Financial analysis

Valuation

Financial modeling

Communication

Independent work

Education

Bachelor's in Finance/Economics/Accounting

MBA or CFA (preferred)

Tools

Bloomberg

Refinitiv Eikon

FactSet

Job description

About the Role

Our client, a prestigious investment firm located in Port Elizabeth , is looking for a Senior Investment Analyst to join their esteemed Equity Research division. This role is crucial for conducting in-depth fundamental analysis of publicly traded companies, developing investment theses, and providing actionable recommendations to portfolio managers. You will be responsible for covering specific industry sectors, building complex financial models, and staying abreast of market trends, economic developments, and competitor activities. The ideal candidate will possess a strong financial acumen, excellent analytical and quantitative skills, and a proven ability to articulate investment ideas persuasively. This position offers a challenging and rewarding career path within the dynamic world of investment management. While the office is based in Port Elizabeth , this specific role allows for remote work, providing flexibility for highly skilled professionals. You will contribute to the firm's investment success by identifying undervalued assets and opportunities for growth, playing a key part in our client's robust investment strategy.

Key Responsibilities

• Conduct comprehensive fundamental analysis of companies within assigned industry sectors.
• Develop and maintain detailed financial models, including discounted cash flow (DCF), valuation multiples, and comparable company analysis.
• Formulate well-researched investment recommendations (buy, sell, hold) and present them to the investment committee.
• Monitor portfolio holdings and industry developments, providing timely updates and insights.
• Engage with company management teams, industry experts, and sell-side analysts.
• Write insightful research reports, earnings summaries, and investment memos.
• Track key performance indicators and economic data relevant to investment decisions.
• Collaborate with portfolio managers to ensure alignment with investment strategies and risk management frameworks.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA or CFA charter (or progress towards) strongly preferred.
• Minimum of 5 years of experience in equity research, investment analysis, or portfolio management.
• Proven ability to build sophisticated financial models and conduct thorough valuation analysis.
• Deep understanding of accounting principles, financial statement analysis, and corporate finance.
• Excellent written and verbal communication skills, with the ability to articulate complex investment ideas clearly and concisely.
• Strong presentation skills suitable for an investment committee environment.
• Proficiency in financial databases and analytical tools (e.g., Bloomberg, Refinitiv Eikon, FactSet).
• Self-motivated, detail-oriented, and capable of working independently in a remote setting.
• Knowledge of the South African capital markets and specific sectors is advantageous for this Port Elizabeth -based role.

Benefits

• Our client offers a highly competitive salary, a performance-based bonus structure, and comprehensive benefits including medical aid, retirement savings, and potentially stock options.
• We provide significant opportunities for professional growth, including support for CFA exams, advanced training programs, and attendance at industry conferences.
• This remote position offers the flexibility to work from anywhere while contributing to a leading investment firm.
• You will join a team of highly experienced professionals in a collaborative culture that values intellectual curiosity and rigorous analysis.
• This role provides direct exposure to investment decision-making processes and the opportunity to make a tangible impact on portfolio performance.