Equity Analyst

A reliable investment partner in the Northern Suburbs of Cape Town with investment capabilities that extend across global, private, and listed asset categories, is looking for an Equity Analyst to join the Analyst team and report directly to the Head of Investments.

The company constantly endeavors to achieve investment excellence and provide high-quality returns to their investors, and as Equity Analyst, you will address all information requests from existing and potential clients about the company and their product offerings

As part of the analyst team, you will apply your communication abilities and expertise to contribute to fundamental research on listed securities and produce outstanding reports. You will consistently deliver concise and high-quality quantitative and qualitative information to clients and consultants. The ideal candidate will possess strong written and verbal communication skills and have previous experience working as an Equity Analyst in a fast-paced fund management company.

Responsibilities

Content Development and Delivery:
Collaborate with colleagues to identify and interpret information requirements.
Finalize commentary with internal stakeholders and perform data checking.
Interpersonal & Development:
Share product, process, and systems knowledge with colleagues.
Collaborate and work with teams to deliver excellent service.
Resolve any issues and bring them to the attention of the Head of Distribution Services.

Requirements

A Relevant finance qualification, such as CA(SA) or CFA.
Four to five years of total work experience in relevant fields.
Of which 2-3 years were experience working in financial markets in the fund management industry
Proficiency in financial modeling in Excel.
Good proficiency in PowerPoint.

Skills To Succeed In Your Role

Strong analytical reasoning and attention to detail.
A process-driven approach to problem-solving and innovation.
Strong verbal and written communication skills.
Belief in strong, open, and honest relationships with internal and external stakeholders (including service providers).
Proactive and self-starting with a can-do attitude.
Flexible and adaptable to a fast-paced environment.
Strong working knowledge of MS Word, Excel, Outlook, and PowerPoint, with experience in automation tools being advantageous.

Salary