Senior Equity Analyst

Job description

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.

Required skills

crm systems financial analysis presentation skills financial modeling cfa client contact equity research regulatory exams stockbroker postgraduate financial qualification

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