Responsibilities
- Conduct investment research on a range of SA and Global listed companies
- Build detailed discounted cash flow models for each company covered, focusing on the key drivers of the business and incorporating scenario analysis
- Perform in-depth analysis of the competitive advantages and growth prospects of the companies on the coverage list, incorporating qualitative and quantitative factors
- Display initiative and make recommendations based on research conducted
- Write company and sector-specific research reports that incorporate creative insights and a contrarian approach to the market
- Present investment ideas to the investment team
- Undertake any ad hoc requests / proprietary research projects
- Lead the ESG process including proxy voting process
- Lead and coordinate morning meetings
- Attend all investment team research meetings
- Attend company presentations
- Engage with company management
- Communicate, meet, and incorporate management interactions into investment research reports
- 4 8 years experience as an equity analyst in a research-driven company
- Experience covering a range of sectors, minimum 2 sectors of the market
- Experience covering Top 40 stocks
- In-depth sector knowledge is an added advantage
- Honours degree in finance or investment
- Minimum of CFA Level 2
- Strong technical and analytical skills
- Strong modeling skills
- Excellent communication skills (written and verbal) in English, with the ability to present ideas clearly
- Ability to work independently and as part of a small team
- Motivated and willing to drive the business
- Willingness to work in a young, growing company
- market-related salary with a performance bonus.
- Apply for this role today, contact Llizelle Jansen at RPO Recruitment or on LinkedIn
- You can also visit the RPO Recruitment website: rporecruitment.us or email us your CV: careers@rpo-recruit.za.com