Equity Analyst

Equity Analyst Job Description Template

Our company is looking for a Equity Analyst to join our team.

Responsibilities:

  • Relevant educational qualifications, preferably in university degree in economics, finance, business, accounting or similar courses;
  • Previous exposure to the market/s assigned is desired;
  • Preferrably with at least 2 years investment experience in equities research;
  • Strong fundamental analysis, technical analysis and quantitative skills;
  • Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment;
  • MBA/CFA is a plus;
  • Experience in asset management or related industry;
  • Good understanding of investment theories, research approaches, and underlying financial instruments;
  • Good communication skills (both written and verbal) and interpersonal skills;
  • Prepare supporting materials for the client report backs and roadshows;
  • Conduct research of competitor companies to enhance knowledge of the industry and the competitive behavior of the various role players;
  • Attend company visits to meet with management to gain a deeper knowledge of the company and its operating environment;
  • Prepare insightful research reports and presentations for the broader investment team;
  • Maintain coverage of companies by timeously updating our fundamental database and providing feedback on news flow;
  • Build financial models for companies to provide financial forecasts.

Requirements:

  • CA (SA) or CFA Level II;
  • Available to travel to meet internationally clients;
  • Experience with international investors is desirable,
  • Strong financial and accounting background: Preference for CFA or CA,
  • 1 5 Years Equity Analyst experience (non-negotiable);
  • Modelling, market analysis and research required;
  • Private Equity, Investment Banking or Corporate Finance Experience;
  • Minimum 4 years experience as a Equity Analyst (Sell Side or Buy Side),
  • Ca(sa)/mba/cfa;
  • Previous transaction experience on either the buy or sell side;
  • MBA/CFA is a plus;
  • Preferrably with at least 2 years investment experience in equities research;
  • Previous exposure to the market/s assigned is desired;
  • Relevant educational qualifications, preferably in university degree in economics, finance, business, accounting or similar courses;
  • Experience in asset management or related industry.