• Anywhere

WebsiteCA Finance Africa Recruitment

Reference No. DVM

Reference: THJ



  • Build financial models for each company under one’s sector coverage.
  • Maintain the integrity and accuracy of financial models and deliver a consistent, high standard of timely research.
  • Maintain a large list of independent sources / contacts for information (including maintaining good relationships with sellside brokers and company management teams).
  • Support, assist and complement the Fund Management team by making recommendations on whether to acquire, dispose of or merely hold an investment based on empirical data and other research carried out.
  • Provide feedback to the fund management team on company results or ad hoc news flow and update models in a timely manner.
  • Communicate any change in recommendation based on the new information.
  • General market awareness.
  • Be knowledgeable about a wide range of companies.
  • Assist the portfolio managers with relevant and ad hoc information on companies and sectors.
  • A key contributor to the company’s Equity Investment Committee meetings.
  • Ability to focus on the detail of a potential investment, but also
  • to have a broad perspective of the economy and market. This includes keeping abreast of global investment themes and drivers.
  • Must be highly adaptable and able to juggle numerous tasks simultaneously.
  • Ability to communicate well both in writing and orally.
  • Good presentation skills.
  • Collaborate with other team members and share information and insights.


Requirements: Qualification and Skill

  • Bachelor’s degree
  • A post-graduate qualification will be an advantage.
  • Preferably CFA or related experience, or studying towards the designation.
  • Stock broking / asset management experience
  • Previous experience in investment research or fund management.
  • Have a good understanding of the investment landscape and equity markets
  • Experience in financial modelling and company valuations within the industrials sector.
  • Knowledge of the SA investment landscape and an insight into the various asset manager houses would be an advantage