Analysis
- Analyse financial and public information relevant to focus/allocated companies and sectors to derive, review and monitor company valuation expectations and investment recommendations.
- Monitor relevant global economic trends and investments themes.
- Continuously monitor valuations and price changes of focus/allocated companies.
- Attend company results presentations (including webcasts), site visits and research presentations, asrequired.
- Assist the Investment Committee with investment views, content and relevant research for decision makingpurposes.
- Present, motivate and debate the investment merits for focus/allocated companies and sectors atinvestment discussions and committees, to facilitate investment decisions In equity portfolios and validatechanges to equity portfolios.
- Participate in all team discussions regarding the construction and maintenance of equity portfolios.
- Provide assistance with monitoring equity portfolios, particularly with regards to focus/allocated companiesand sectors.
- Provide assistance with reporting potential portfolio Investment risks and risk events to the relevant equityinvestment team.
- Produce and maintain regular investment commentary (verbal and written); incorporating companyannouncements and/or external events or presentations, global macro-economic analysis and relativepositioning to portfolio and fund managers.
- Regularly discuss all investment views of the team with portfolio managers.
- Accompany and assist portfolio managers in client interactions, as required.
- Assist with creating investment focused collateral and marketing material relevant to the equity portfolios, as required for regular investor communications (Investor letters, articles, website).
- Participate in daily morning meeting discussions. Provide market and company commentary relevant tospecific companies; and relative to the valuation expectations and investment recommendations previouslytaken into consideration.
- Liaise with research partners to arrange internal and external presentations, and manage theprocess accordingly.
- Attend investor meetings, as required.
- All tasks will have a primary focus of global equity.
- Participate in and contribute towards the development, research and idea generation required.
- Participate with global equity research, investment selection and portfolio management.
- Support the broader Wealth investment team by contributing towards investment discussions, including the Investment Committee, as required.
- Assist with global equity portfolio related client queries, as required.
- Participate in regular interactions with existing investors, for the purpose of building and maintainingassets.
- Participate in the development and delivery of new business interactions, for the purpose of attractingassets to investment solutions appropriate for investors.
- Any other duties that may be required and are agreed upon with manager.
- Relevant finance-related tertiary degree (B. Com, B.BusSci). Honours and CFA an advantage.
- Minimum of 2-4 years equity analyst experience.
- High level of passion/ interest in stock markets.
- Strong computer skills - a working knowledge of Microsoft Office, particularly Microsoft Excel.
- Proficient with data systems such as Bloomberg and FactSet.
- High level of numeric competency and accuracy.
- Excellent writing skills.
- Excellent communication and interpersonal skills - must be confident when speaking with colleagues, stakeholders and clients.
- Able to take the initiative to: work independently; manage and prioritise own workload; and identify andimplement process improvements across research products.
- Strong time-management skills in terms of meeting deadlines and responding to requests.
- High attention to detail.
- Able to identify problem areas within the work processes and suggest new ones if necessary.
- High degree of professionalism, well-presented and groomed at all times.
- Must be able to work under pressure.
- Previous experience in a stockbroking environment would be an advantage.
- Willing to work long hours including weekends where necessary.
- Bloomberg
