Job Summary
Our client is currently seeking for a Listed Equities Analyst who will be responsible for monitoring and
recommending appropriate security transactions in accordance with the Fund’s investment policy and mandates
Duties:
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).
Management of travel arrangements
- Liaise with Procurement department to schedule bookings of accommodation, flights and car hire.
- Organize workable travel arrangements for the Exco member and management team, which take practicalities involved in both international and local travel into consideration.
- Follow up on the timely submission and collection of relevant travel documentation such as passports and visas.
- Process requisitions and purchase orders in accordance with standard procedure.
- Acquire necessary signatures for authorization from relevant stakeholders
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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
- Knowledge of legislation governing investments within portfolio
- Knowledge of Tax legislation
- Knowledge of financial practices and procedures
- Knowledge of Industry developments relevant portfolio
- Knowledge of CFA Code of Conduct
Should you meet the above requirements, please upload your CV onto our website www.hslabour.co.za.
Should you meet the above requirements, please upload your CV onto our website www.hslabour.co.za. [DUE TO THE POPI ACT - CV’S VIA EMAIL WILL NOT BE CONSIDERED]
Shortlisted candidates will be required to go through background screening
Should you not hear from us within 2 weeks, please consider your application unsuccessful.
