Role Function:

  • Position within the Equity team, principally as an Equity Analyst
  • The Equity Analyst will report into the Portfolio Manager who reports into the CEO
  • The purpose of the role is to contribute to the recently launched global funds
  • Relevant qualifications and experience and fit with the current team critical and would override demographic background, however EE candidate preferred


Duties and Responsibilities:

Perspective: Process

  • Experience with key market analysis, modelling, researching local and international sectors

Perspective: People

  • Share and transfer product, process and systems knowledge to colleagues
  • Collaborate and work with internal teams to deliver required service levels
  • Ensure achievement of own performance objectives
  • Share information with other team members regarding successes, issues, trends and ideas
  • Participate in own professional development and career path

Qualifications and Experience:

  • Appropriate finance qualification, CA(SA) or CFA II preferred
  • Self-driven with 1-5 years working as an equity analyst (Generalist) in the fund management industry
  • Strong communicator and team player
  • Relevant computer skills and system experience
  • Willingness to obtain additional qualifications if required

Key Competencies:

  • Self-starter
  • Professional
  • Process driven
  • Problem solving and innovation
  • Relevant market knowledge
  • Team player
  • Self-development
  • Fit in with an entrepreneurial, hard-working culture

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