Equity Analyst Job Description Template
Our company is looking for a Equity Analyst to join our team.
Responsibilities:
- Relevant educational qualifications, preferably in university degree in economics, finance, business, accounting or similar courses;
- Previous exposure to the market/s assigned is desired;
- Preferrably with at least 2 years investment experience in equities research;
- Strong fundamental analysis, technical analysis and quantitative skills;
- Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment;
- MBA/CFA is a plus;
- Experience in asset management or related industry;
- Good understanding of investment theories, research approaches, and underlying financial instruments;
- Good communication skills (both written and verbal) and interpersonal skills;
- Prepare supporting materials for the client report backs and roadshows;
- Conduct research of competitor companies to enhance knowledge of the industry and the competitive behavior of the various role players;
- Attend company visits to meet with management to gain a deeper knowledge of the company and its operating environment;
- Prepare insightful research reports and presentations for the broader investment team;
- Maintain coverage of companies by timeously updating our fundamental database and providing feedback on news flow;
- Build financial models for companies to provide financial forecasts.
Requirements:
- CA (SA) or CFA Level II;
- Available to travel to meet internationally clients;
- Experience with international investors is desirable,
- Strong financial and accounting background: Preference for CFA or CA,
- 1 5 Years Equity Analyst experience (non-negotiable);
- Modelling, market analysis and research required;
- Private Equity, Investment Banking or Corporate Finance Experience;
- Minimum 4 years experience as a Equity Analyst (Sell Side or Buy Side),
- Ca(sa)/mba/cfa;
- Previous transaction experience on either the buy or sell side;
- MBA/CFA is a plus;
- Preferrably with at least 2 years investment experience in equities research;
- Previous exposure to the market/s assigned is desired;
- Relevant educational qualifications, preferably in university degree in economics, finance, business, accounting or similar courses;
- Experience in asset management or related industry.