Responsibilities:

• Administrative support to the trading team
• Data collection for equity research reports. Should be comfortable with a Bloomberg terminal, Iress as well as Mornigstar to compile the necessary data to be used in equity research.
• MS Excel skills are essential as a large part of the program will require modelling and screening on excel. Administrative functions also requires the analysis and interpretation of large data sets.
• Assist with the performance reporting of client portfolios.
• Analysis of company results. You will receive a set of companies that you are required to cover both locally and offshore. A strong accounting background is an advantage.
• Customer Service
• Team management
• Administration
• Client Relationship Management
• Handling and solving of client enquiries
• Handling of new application and quotations
• Diary management

Minimum Requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning / Accounting / Financial Sciences or Investment Management or BCom (Economics)
• Proficient in both spoken and written English, and at least one other of the official South African languages
• RE5 exam (Advantageous)
• Completed JSE Registered Traders Exam complete (Advantageous)
• Computer literacy (MS Office)
• Enrolment in the CFA Program an advantage
• At least 1 – 2 year experience in an Investment Management/Equity Analyst related role