Equity Analyst

Purpose of role:
Opportunity to join a talented team of Analysts in the equity research team of a leading Stockbroker in Cape Town. The mission of this company is to build a strong team of analysts and ensure that they become ranked with key clients and as a consequence the Financial Mail Survey.

Duties and responsibilities:

• Researching/analyzing financial information/trends
• Building clear financial models
• Coverage responsibilities:
• Quantity: Number of formal (non-bespoke) reports disseminated to market on key companies/sectors covered
• Event-driven (results, earnings updates, SENS cautionaries etc.) short thought-provoking notes/guidance to industry – timeously disseminated (within 3 working days of market announcements)
• Hosting of management interactions
• Quality for researching and writing reports
• Become a rated analyst within their sector/category
• Regular client contact – phone calls and presentations

Maintain and support key client CRM systems (as required, weekly at least), and maintain, support and manage workflow (weekly at least)

Required experience:

• 5 years + experience in a similar role in a stockbroking environment
• Sector ratings
• Strong Sector Knowledge
• Ability to build complex financial models
• Need to be personable and articulate with clients, have good presentation skills

Required Qualifications:

• Relevant postgraduate financial qualification/CFA
• Regulatory Exams

Key competencies:

• Overwhelmingly curious
• High attention to detail
• Able to take initiative, ownership and problem solve when required
• Able to work in a team
• Able to work on their own
• Highly numerate
• Able to build complex financial models
• Need to be personable and articulate with clients, have good presentation skills

Why this role:
This is a brilliant opportunity to join a talented team of Analysts in the Fundamental research team of a leading Stockbroker in Cape Town experiencing fantastic growth.