Equity Analyst at Old Mutual

The role will commence with a one-year period in which basic foundations of equity analysis and long-term investing are introduced. During this period the role will include meeting boutique operational requirements and other ad hoc requests from the portfolio managers.

Key Result Areas

• Research and analysis of companies listed on JSE, including building financial models, valuations and preparing research presentations
• Develop independent, fact-driven views on individual stocks
• Clearly articulate an investment case including the appropriate supporting evidence and quantitative analysis
• Presentation of investment cases to members of the investment team which demonstrate conviction and clarity of thought
• Active participation in debates

Ideal Qualifications

• An appropriate tertiary education with a solid understanding of accounting (BCom or Business Science or any degree majoring in Accounting, Economics, Engineering or Science)
• Chartered Financial Analyst or Chartered Accountant qualification
• MBA

Requirements: Skills and Experience required

• Minimum two years relevant experience
• Proven enthusiasm and passion for investments
• An ability to synthesise a large mass of economic, industry and company information, and to effectively analyse this and formulate an investment rationale
• Analytical skills
• Ad hoc travel will be required as part of the role
• Previous investment management or financial services experience not required

Competencies

• Passion for investments and broad knowledge
• Analytical thinking
• Financial modeling and coding
• Presenting and writing concisely
• Humility, curiosity and creativity
• Effective decision making
• Collaboration and teamwork
• Client orientation
• Self-directed and takes initiative
• Continuous improvement mindset