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Equity Analyst

Vacancy Details

Reference No.



One of South Africa’s leading financial services has a vacancy for an individual who is a critical thinker. The purpose of this role is to research and evaluate investment opportunities to generate recommendations for the organisation’ high-net worth clients to maximise performance and generate revenue for the organisation.


  • 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 organisation's investment framework in order to minimise investment losses.
  • Vote shareholder proxies in accordance with the organisation's Responsible Investment Framework.
  • Support the achievement of the business strategy, objectives and values by reviewing the organisation and Business Unit Plan and ensuring delivered systems, processes, services and solutions are aligned.
  • Identify training courses and career progressions for self through input and feedback from management.
  • Ensure all personal development plan activities are completed within specified timeframe.
  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
  • Obtain buy-in for developing new or enhancing 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 Organisation Culture building initiatives.
  • Participate and support corporate responsibility initiatives for the achievement of business strategy.
  • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the organisation.


  • Matric.
  • Advanced Diplomas or National 1st Degrees.
  • B. Comm degree with majors in investment related subjects.
  • Chartered Financial Analyst qualification.
  • Minimum 5 years of experience in an investment research role.
  • Knowledge of financial management and project management principles would be beneficial.

Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful.

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Western Cape