Senior Global Equity Research Analyst (Financial Sector) at Standard Bank Group

Role Purpose :

• To identify, analyse and monitor stocks as part of the investment team.
• To formulate the house view in the sector responsible by making informed recommendations.
• Express well-articulated views that help shape decision-making by the equity construction committee.
• Quality of research output demonstrates thorough understanding of the sector responsible as well as the stocks under coverage.
• Contribute to rigorous investment debate and fully understand and deliver investment outcomes in line with the investment philosophy.

Key Responsibilities :

Identification of investment opportunities (stocks) that have the characteristics of a stock that Melville Douglas would invest in and are likely to positively impact investment performance. This would include the following steps in addition to others you deem appropriate.

• Identification of investment stocks
• Analysis of investment stocks
• Monitoring of investment stocks
• Motivation of investment ideas
• Risk management
• Stock guidelines
• Balance sheet assessment
• Management assessment
• All research to be conducted in a timely manner and saved onto the central repository

Ambassador of the investment process and contribute to improve the outcomes in your sector as well as others’.

• Thought-leadership within your sector.
• Viewed as ‘the’ industry-specialist within our investment team and provide valuable insights on where you believe the sector and opportunity set is evolving.
• Proactively navigate sector opportunities and pitfalls and communicate these dynamics to the team.
• Value-add probing across sectors to improve the overall investment debate in the team.
• Develop a strong understanding across other sectors in addition to your own.
• Build profile outside MD via internal distribution channels (WI, SBFC). Develop an understanding of how our investment products / insights can be helpful to our distribution channel

Qualifying Criteria :

• Post Graduate Degree in Investment management, Accounting, Numerical subjects e.g. Mathematics, Science, Analytics
• CFA qualification would be preferred
• Minimum 5 years of relevant analytical experience obtained at a respected financial institution.
• Demonstrated experience in investments, financial services or consulting industries (preferred)
• Must have demonstrated Investment Research experience in the Financials Sector ie. The Payments industry, Fintechs and Financial Institutions alike