Job title : Equity Analyst
Job Location : Western Cape, Cape Town
Deadline : November 01, 2025
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- The role is responsible for the preparation and presentation of top-quality equity research to provide the necessary information to make well-informed investment decisions for the Stonehage Fleming Equity Management South Africa strategy and associated portfolios. The coverage universe is exclusively JSE listed equities.
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
Conduct in-depth, high quality company and industry research as a critical input to add valueReport formally on research projects by means of written reports and in personMake clear and appropriate conviction recommendations on the businesses under coverage, with substantiated supporting information, to generate benchmark and peer beating returnsTake initiative in emphasising positive and negative opportunities amongst the full coverage universePreparation for and attendance of Equity Management meetings with active participationGenerate appropriate content for both internal and external usage on an ad hoc basisUndertake client facing activities as requiredAdhering to Investment Management and Group Compliance policies and procedures, undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delayQUALIFICATIONS AND EXPERIENCE
Minimum 1 years working experience in listed equity analysis roleDemonstrated track record of investment skillFAIS experience with the necessary (RE5) Representative Regulatory Exam would be an advantage. If not, then the candidate would have to undergo supervision to meet the fit and proper criteria.Working experience with Fact set or similar market softwareCOMPETENCIES, SKILLS AND BEHAVIOURS
MS Office (Advanced Excel, Power‐point, Word, Outlook)Planning and Organising : Schedules and manages workload effectively, thinks ahead, sets plans to achieve goalsTeamwork : Supports and works towards team goals, shares information, is helpful and co‐operative. Works effectively with people outside immediate team and within the wider groupCommunication skills : Effective communicator, communicates clearly and concisely, listens effectively, written communication is well presented.Accuracy, quality and productivity : Works diligently to deliver work of a high standard and accuracy.Technical Knowledge : Demonstrates required technical knowledge, understands the policies, processes and systems in their area of expertise, keeps technical knowledge up to date.Research and analysis Skill : Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the mostimportant factors, presents analysis in a clear manner reaching logical conclusions.Problem solving and Decision making : Considers the wider consequences of each decision, gathers and analyses information to find creative solutionsShows a passion and enthusiasm for Equity markets.Deadline : 1st November,2025
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