Executive Summary

The Equity Analyst plays a critical role in supporting the Portfolio Managers and broader investment team in evaluating listed companies, assessing market opportunities, and developing high-conviction investment ideas across sectors and geographies.

This role focuses on company valuations, fundamental analysis, and market research, enabling the formulation of informed investment recommendations that support portfolio construction and active management decisions. The position requires strong analytical ability, financial modelling expertise, and a genuine passion for understanding what drives company performance and value creation.

Role Overview

The Equity Analyst is responsible for conducting in-depth equity research, including financial statement analysis, relative valuation, and peer comparison across multiple sectors. The role is specifically focussed on local investment portfolios.

This role demands a disciplined, data-driven mindset and offers exposure to portfolio management, investment committees, and client reporting processes. The incumbent will work closely with the Portfolio Managers, contributing to OIG’s investment philosophy and process.

Key Responsibilities

  1. Research & Valuation Analysis
  • Conduct detailed fundamental company research, analysing financial statements, management quality, and industry trends.
  • Develop and maintain valuation models (comparable company, and precedent transaction analysis).
  • Evaluate the impact of macroeconomic trends on company performance and sector dynamics.
  • Identify undervalued equities and produce evidence-based investment recommendations.
  • Support ongoing coverage and monitoring of existing holdings, updating models and assumptions as new information arises.
  1. Market & Portfolio Insight
  • Analyse market movements, sector rotation, and performance drivers affecting the portfolios.
  • Collaborate with the Portfolio Managers on portfolio strategy, identifying risks, opportunities, and asset allocation shifts.
  • Monitor and report on key performance indicators (earnings revisions, multiples, margins, and capital structure).
  • Contribute to investment committee discussions, presenting research and insights in a clear, concise format.
  1. Reporting & Communication
  • Prepare investment research reports, presentations, and valuation summaries for internal and client use.
  • Compile quarterly performance commentary and attribution analyses for portfolio reviews.
  • Communicate key findings to the investment team and contribute to client-facing material where appropriate.
  • Support reporting automation and data management within research workflows.
  1. Collaboration & Support
  • Liaise with external research providers, brokers, and analysts to gather market intelligence and validate assumptions.
  • Participate in company engagements (earnings calls, management meetings, and site visits).
  • Assist in the preparation of materials for investment committee and strategy sessions.
  1. Continuous Development
  • Stay up to date with financial regulations, accounting standards, and market developments.
  • Attend training, CFA studies, and professional development sessions as recommended by the CIO.
  • Support the team’s overall research capability through knowledge sharing and data management improvements.

Key Requirements

  • Bachelor’s degree in Finance, Investment Management, Economics, or Accounting (required)
  • Progress toward or completion of CFA Level I–III (advantageous)
  • 3 – 5 years’ experience in investment research, financial analysis, or related field
  • Strong knowledge of equity valuation techniques and financial modelling
  • High proficiency in Excel, PowerPoint, and data tools such as Bloomberg, Refinitiv, or Capital IQ (advantageous)
  • Strong analytical, numerical, and quantitative aptitude
  • Excellent written and verbal communication skills with strong report-writing ability
  • Collaborative team player with intellectual curiosity and attention to detail

Core Competencies

  • Analytical thinking – applies structured reasoning to interpret complex financial data
  • Commercial awareness – understands business models, sector dynamics, and macro influences
  • Communication – presents findings clearly and persuasively in written and verbal form
  • Integrity – demonstrates professionalism and ethical conduct in research and recommendations
  • Adaptability – manages multiple research projects in a fast-paced investment environment
  • Initiative – proactively identifies ideas, trends, and opportunities

Growth Pathway

This role offers a defined career progression toward Senior Equity Analyst and ultimately Portfolio Manager, based on demonstrated research depth, conviction in recommendations, and contribution to the company’s investment performance. Over time, the Equity Analyst will take greater responsibility for stock coverage, client communication, and investment decision-making within assigned sectors.

To apply for this role please email your cv and supporting documentation to operations@asearch.co.za 

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

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