Purpose of the Role:

The equity analyst will alongside a senior analyst/portfolio manager and be involved in all aspects the investment research process, except that he/she is not held accountable for the investment result. The purpose of this design is to allow the equity analyst time to entrench company’s investment philosophy and accumulate a sound knowledge base. The career path for associate analysts who demonstrate outstanding quality of output and commitment to the team may lead to the role of analyst, with direct input into client portfolios.


Duties and Responsibilities:

An equity analyst is required to swiftly grasp key investment drivers for stocks under coverage and will be immediately responsible for –

  • Updating and building financial models
  • Forecasting company earnings and cash flow
  • Sourcing and analysing industry information
  • Assisting with the writing of detailed stock research reports
  • Effectively communicating completed work through succinctly written reports and presentations



  • Honours – level degree in commerce, or sciences (if accompanied by evidence of competence in financial accounting equivalent to CFA level 2)
  • Strong academic results from a reputable university with a quantitative focus
  • Strong results consistently achieved for more than 70%of core courses
  • Evidence of good marks in relatively rigorous courses
  • Progress towards achieving a CFA qualification is strongly advantageous


Skills/Competencies and experience:

  • Work experience (<3 years) should be indicative of an excellent work ethic and above-average performance in prior roles


Key Character Traits:

  • Self-motivated
  • The ability to work with broad objectives and to self-navigate workflow
  • Excellent time management and the ability to work independently towards deadlines
  • The ability to multitask and be able to manage varied projects at once
  • A high level of initiative, motivation, interest and drive
  • Genuine curiosity to learn and engage in topics beyond focus of studies
  • Evidence of interest in researching current affairs, company business models and financial markets
  • Willingness to invest time and effort into a steep learning curve
  • Candidates will be required to add value immediately which will demand accelerated growth, especially in the initial year

To apply for this job email your details to operations@asearch.co.za

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