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Equity Analyst

Vacancy Details

Reference No.

AF-5044

Synopsis

A leading financial services provider is seeking an Equity Analyst to research and evaluate investment opportunities to generate recommendations for the group’s high-net worth clients to maximise performance and generate revenue for the bank.

Description

  • Deliver investment advice to clients to meet their expectations. Participate in investment strategy meetings to present and formulate investment opportunities.
  • Engage external service providers and key stakeholders associated with investment opportunities.
  • Deliver investment advice to clients to meet their expectations. Participate in investment strategy meetings to present and formulate investment opportunities.
  • Engage external service providers and key stakeholders associated with investment opportunities.
  • Formulate investment recommendations in accordance with the group’s investment framework in order to minimise investment losses. Vote shareholder proxies in accordance with group's Responsible Investment Framework.
  • Support the achievement of the business strategy, objectives and values by reviewing the group and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
  • Identify training courses and career progression for self through input and feedback from management.
  • Ensure all personal development plan activities are completed within specified time frame.
  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
  • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in the company’s Culture building initiatives (e.g. staff surveys etc.).
    Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
  • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company.

Requirements

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
  • B. Comm degree with majors in investment related subjects or Chartered Financial Analyst.
  • Minimum 5 years of experience in an investment research role.


Kindly note that if you do not hear back from us within two weeks, kindly consider your application unsuccessful.

Position Type

Permanent

Work Level

Mid-Level

Salary

Market Related

Industry

Banking/Finance And Investment

Salary Type

Annually

Package

Cost To Company

Affirmative Action

Yes

Geographic Location

Western Cape - Cape Town CBD