Assistant Portfolio Manager : Listed Equities (Bryanston) at Eskom Communications

Support analysis of company history and financial statements

• Research the market to identify potential listed equity investment opportunities and make appropriate investment recommendations to business.
• Gather and analyse information by accessing market research, trends and statistics on which to base investment decisions.
• Benchmark company performance both domestically and globally.

Maintain and update listed equity valuation model

• Maintain quantitative/analytic models, conducting a sensitive analysis.
• Provide updated valuation models and earnings after results are published, in support of accurate financial reporting.
• Maintain listed equities ranking model, monitoring that investment returns are above benchmark.

Assist with Industry Sector Analysis

• Analyse sector under coverage and companies positioning within industry, obtaining accurate investment information.
• Benchmark performance across the industry, domestically and globally by accessing market research, trends and statistics.
• Develop and maintain positive relationships with broker analyst companies and other industry specialists.

Support Portfolio Manager

• Maintain, improve and implement an optimal portfolio that reflects the Fund’s investment philosophy and process.
• Maintain and implement applications which support financial risk management efforts and remain with risk budgeting limits (incl. tracking errors).
• Achieve targeted returns.

Requirements

TECHNICAL COMPETENCY REQUIREMENTS  

• In-depth knowledge of legislation governing investments within portfolio
• In-depth knowledge of Tax legislation
• In-depth knowledge of financial practices and procedures
• In-depth knowledge of Industry developments relevant portfolio
• Knowledge of CFA Code of Conduct

REQUIRED MINIMUM EDUCATION/TRAINING AND EXPERIENCE

• At least 6 years job-related experience.
• Exposure in managing a portfolio will be advantageous
• Experience in coaching of SAICA trainees or graduates will be advantageous
• Bachelor’s Degree / major in economics, business, or finance preferred
• Honours Degree / major in economics, business, or finance preferred.
• CIPM, CFA or CA(SA) will be advantageous.

CLOSING DATE: 25 JUNE 2023