Equity Analyst And Assistant at Momentum Metropolitan Holdings Limited

Qualifications:

• BCom Honours (Investment Management)/ CA(SA) or equivalent.
• Working towards a CFA charter holder..

Experience:

• A minimum of 1 years' experience in equity analyses and asset management.

Duties & Responsibilities

The Equity Analyst and Assistant Portfolio Manager role involves the following:

• Being an active participant in a small but effective asset management team.
• Analyzing domestic and internationally listed companies and presenting the results to the investment team.
• Using the above analysis to construct investment portfolios.
• Updating reports used to back-up our investment process.
• Monitoring and calculating fund performance and updating fund commentaries.
• Keeping up to date with economics, market research and company news.
• Understanding and being fully conversant in various data platforms used in the investment process.
• Company research and management of investment Portfolios
• Company research, analysis, and earnings and return’s forecasting.
• Timeously producing reports used in the investment process.
• Research and portfolio management.
• Monitoring of existing investments, with the investment team.
• Monitoring portfolio mandate adherence and associated risks.
• Consulting relevant parties where remedial action in portfolios is required.
• Attending company presentations.
• Reviewing portfolio, sector and stock returns and risk.
• Provide technical support and makes recommendations
• A good technical appreciation of the economy, markets, sectors, and stocks.
• An understanding of portfolio mandates.
• A good understanding of the investment philosophy and process.
• Good presentation skills.
• Good communication skills and the ability to effectively convey investment ideas.
• To contribute to stock selection process through rigorous research and analysis.
• A thorough understanding of Excel and the ability to build complex models.