Senior/Junior Investment Analyst at Oasis Crescent

Qualification and Requirements

• Qualified CA (SA) (Passed Board Exams at 1st attempt) with B.Com Honours in Investment Finance or Accountancy (From a reputable University).
• 2-3 years of experience post articles within an Accountant / Applied Engineering / Mathematics field.
• Has completed articles with one of the Big 4 Audit Firms.
• A CFA qualification will be advantageous.
• Ability to prepare financial reports on companies.
• Ability to research and analyse companies and their industries in which they operate in.
• Good working knowledge of Advanced Microsoft (Excel /Word), VBasic Programming skills.
• Ability to utilise Bloomberg, Inet and Reuters Terminal Services.
• Excellent communication skills both written and verbal.
• Stable career history.

Duties

• Undertake comprehensive evaluation and analysis under the mentorship and guidance of Senior to ensure that a thorough due diligence is conducted before the firm undertakes an investment into a security on behalf of its client.

Involves the primary use of fundamental valuation skills such as:

• Evaluation of Long Term history
• Detailed financial analysis of financial performance and financial position of the company through evaluation of Balance Sheets, Income Statement, Cash Flow Statement, and Statement of Changes in Equity
• Management Interaction at the highest level will be undertaken, therefore the candidate must have exceptional communication skills, but must also be sufficiently prepared, and confident to handle such interactions.
• Ability to quantify risks relative to the expected return of an investment.
• Evaluate the impact of changes in macro and micro economic variable and its implications on the risk and return profile of a security.
• Evaluate regional and global developments and trends within the specific industry and quantify its implications with regard to future risk and returns of a security.
• Ability to prepare long term sheets and analyze history of a company over a long term period, this will include the analysis of Financial Stats, Profitability, valuation and Efficiency measures of a company in relation to its Markets and History.
• Ability to conduct quantitative analysis of companies looking at trend line and statistical numbers.