Posted on :
15 Oct, 2021
15 Oct, 2021
Monitor and recommend appropriate security transactions in accordance with the Fund’s investment policy and mandate.
Job Title: LISTED EQUITIES ANALYST
Location: Bryanston, Gauteng, South Africa
Reference #: LEQ01
Contract Type: Permanent
Salary: Market Related
Job Summary:
PROVIDE SUPPORT IN PORTFOLIO MANDATE STRUCTURE AND STRATEGY FOR A SPECIFIC PORTFOLIO
-Assist with research market analysis of potential listed equities investment opportunities
-Gather information by accessing market research, trends and statistics on which to base investment decisions
-Monitor effectiveness of investment decisions within portfolio to optimise investment returns.
-Perform performance / risk-return analysis and provide recommendations to Portfolio Manager as and when required.
-Assess and monitor investment portfolio risks and performance attributions.
UPDATE LISTED EQUITY VALUATION MODEL
-Construct and update quantitative/analytic models, conducting sensitive analysis.
-Provide updated valuation models and earnings after results are published, in support of accurate financial reporting.
-Maintain listed equities ranking model, monitoring that investment returns are above benchmark.
PROVIDE SUPPORT WITH INDUSTRY SECTOR ANALYSIS:
-Analyse sector under coverage and companies positioning within industry, obtaining accurate investment information.
-Benchmark performance across the industry, domestically and globally by accessing market research, trends and statistics
-Develop and maintain positive relationships with broker analyst companies and other industry specialists.
SUPPORT PORTFOLIO MANAGER:
-Monitor and recommend changes to the current portfolio that reflects the mandate’s investment philosophy and process.
-Maintain and implement applications which support financial risk management efforts and remain with risk budgeting limits (incl. tracking errors).
Requirements:
Bachelor’s Degree (major in Economics, Business, BSc or BEng)
Studying towards CFA or CA(SA) will be advantageous
At least 4 – 5 years job-related experience
Sound understanding of economic and investment theory and practices
Portfolio Construction and Risk Management experience will be an added advantage.
To Apply:
Application Deadline: 22/10/2021
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