Listed Equities Analyst - Bryanston at Eskom Communications

PROVIDE SUPPORT IN PORTFOLIO MANDATE STRUCTURE AND STRATEGY FOR A SPECIFIC PORTFOLIO

• Assist with research market analysis of potential listed equities investment opportunities.
• Gather information by accessing market research, trends and statistics on which to base investment decisions.
• Monitor effectiveness of investment decisions within portfolio to optimise investment returns.
• Perform performance / risk-return analysis and provide recommendations to Portfolio Manager as and when required.
• Assess and monitor investment portfolio risks and performance attributions.

UPDATE LISTED EQUITY VALUATION MODEL

• Construct and update quantitative/analytic models, conducting 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.

PROVIDE SUPPORT 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

• Monitor and recommend changes to the current portfolio that reflects the mandate’s investment philosophy and process.
• Maintain and implement applications which support financial risk management efforts and remain with risk budgeting limits (incl. tracking errors).

Requirements

• Bachelor’s Degree (major in Economics, Business, BSc or BEng).
• Studying towards CFA or CA(SA) will be advantageous.
• At least 4 - 5 years job-related experience.
• Sound understanding of economic and investment theory and practices.
• Portfolio Construction and Risk Management experience will be an added advantage.
• Knowledge of legislation governing investments within portfolio.
• Knowledge of Tax legislation.
• Knowledge of financial practices and procedures.
• Knowledge of Industry developments relevant portfolio.
• Knowledge of CFA Code of Conduct.

CLOSING DATE: 25 JUNE 2023