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Equity Analyst- (Banking / Fund Management / Asset Management) – Cape Town

Cape Town, South Africa
REFERENCE: THJ
 
Responsibilities:
  • To research and evaluate investment opportunities to generate recommendations for the Groups’ High-net worth clients to maximize performance and generate revenue for the bank.
  • Deliver investment advice to clients to meet their expectations.
  • Participate in investment strategy meetings to present and formulate investment opportunities.
  • Engage external service providers and key stakeholders associated with investment opportunities.
  • Deliver investment advice to clients to meet their expectations.
  • Participate in investment strategy meetings to present and formulate investment opportunities.
  • Engage external service providers and key stakeholders associated with investment opportunities.
  • Formulate investment recommendations in accordance with the Group’s investment framework in order to minimize investment losses. 
  • Vote shareholder proxies in accordance with Group’s Responsible Investment Framework. 
  • Support the achievement of the business strategy, objectives and values by reviewing the Group’s and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
  • Identify training courses and career progression for self through input and feedback from management.
  • Ensure all personal development plan activities are completed within specified timeframe.
  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
  • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in the Group’s Culture building initiatives (e.g. staff surveys etc.).
  • Participate and support corporate responsibility initiatives for the achievement of business strategy
  • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the Group.
 
Requirements: Qualification and Skill
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
  • B. Comm degree with majors in investment related subjects or Chartered Financial Analyst.
  • Minimum 5 years of experience in an investment research role
 

 
 
 
 
Please apply directly, by clicking on the Apply Button above and visit our website www.banking-recruitment-jobs.com for more exciting opportunities and visit www.caglobalint.com for the latest CA Global jobs.
 
Thania Jaffer
Executive Recruiter: Insurance, Risk & Healthcare
CA Global Finance
 
If you have not had any response in two weeks, please consider your application unsuccessful however your CV will be kept on our database for any other suitable positions.
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