Investment Analyst at RecruitMyMom

Job Description

• We are seeking a numerically strong self-starter to join a high-growth financial services company as an Investment Analyst. In this role, you will research listed South African and global companies, build financial models, and turn complex market and company information into clear, actionable investment insights.
• Working closely with portfolio managers and advisory team members, you will support portfolio construction, assist with reporting, and actively contribute to evolving the research process, including exploring the practical uses of AI. This is an ideal position for someone who enjoys learning fast and thinking independently.

Key Responsibilities

• Equity Research & Analysis: Build and improve equity models and frameworks (including screening, modelling, and forecasting) for South African and global companies.
• Reporting & Presentations: Prepare comprehensive presentations and reports for financial advisors and the Investment Council.
• Portfolio Support: Maintain and produce local and offshore model-portfolio reporting, support performance/risk/attribution reporting, and assist with day-to-day client-portfolio administration.
• Strategy & Innovation: Contribute creative ideas for model portfolios, participate in investment strategy discussions, and help integrate practical AI tools into the research process.
• Data Management: Maintain the approved investment universe and equity "cheat-sheets

Requirements
Qualifications & Experience

• Education: A relevant degree such as a B Bus Sci, B Com (Hons) in Investments / Financial Analysis, or a similar quantitative qualification.
• Experience: A minimum of 3+ years of relevant experience in equity research, corporate finance, or audit, with a demonstrable track record of skills in these areas.

Technical Skills & Tools

• Working knowledge of market-data platforms (e.g., Bloomberg, FactSet, Refinitiv, Iress).
• Advanced Excel skills with confidence in building professional slide packs in PowerPoint.

Additional Requirements

• Valid, unendorsed driver's license and own reliable vehicle.
• Clean credit and criminal checks.

Added Advantages

• CA(SA) designation.
• CFA charter holder status (or progress made towards completing the CFA).
• A strong background in mathematics.