Equity Analyst at Stonehage Fleming

• The role is responsible for the preparation and presentation of top-quality equity research to provide the necessary information to make well-informed investment decisions for the Stonehage Fleming Equity Management South Africa strategy and associated portfolios. The coverage universe is exclusively JSE listed equities. 

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES 

• Conduct in-depth, high quality company and industry research as a critical input to add value
• Report formally on research projects by means of written reports and in person
• Make clear and appropriate conviction recommendations on the businesses under coverage, with substantiated supporting information, to generate benchmark and peer beating returns
• Take initiative in emphasising positive and negative opportunities amongst the full coverage universe
• Preparation for and attendance of Equity Management meetings with active participation
• Generate appropriate content for both internal and external usage on an ad hoc basis
• Undertake client facing activities as required
• Adhering to Investment Management and Group Compliance policies and procedures, undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delay 

QUALIFICATIONS AND EXPERIENCE 

• Minimum 1 years working experience in listed equity analysis role 
• Demonstrated track record of investment skill 
• FAIS experience with the necessary (RE5) Representative Regulatory Exam would be an advantage. If not, then the candidate would have to undergo supervision to meet the fit and proper criteria. 
• Working experience with Fact set or similar market software 

COMPETENCIES, SKILLS AND BEHAVIOURS 

• MS Office (Advanced Excel, Power‐point, Word, Outlook)
• Planning and Organising: Schedules and manages workload effectively, thinks ahead, sets plans to achieve goals
• Teamwork: Supports and works towards team goals, shares information, is helpful and co‐operative. Works effectively with people outside immediate team and within the wider group 
• Communication skills: Effective communicator, communicates clearly and concisely, listens effectively, written communication is well presented. 
• Accuracy, quality and productivity: Works diligently to deliver work of a high standard and accuracy. 
• Technical Knowledge: Demonstrates required technical knowledge, understands the policies, processes and systems in their area of expertise, keeps technical knowledge up to date. 
• Research and analysis Skill: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most 
• important factors, presents analysis in a clear manner reaching logical conclusions. 
• Problem solving and Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions 
• Shows a passion and enthusiasm for Equity markets.

Deadline:1st November,2025