Research Equity Analyst (1 year contract)

  • Aquarius Recruitment Specialists
  • Cape Town, South Africa
  • Jul 12, 2018
Contract Investment

Job Description

Job Purpose:

To research and evaluate investment opportunities, generate recommendations for the company’s clients, and to maximize performance and generate revenue for the bank.

Job Responsibilities

  • Researching JSE listed Industrial and resource shares
  • Contribute to a culture conducive to the achievement of transformation goals by participating in company 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 company
  • 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 company’s investment framework in order to minimize investment losses
  • Vote shareholder proxies in accordance with the company's Responsible Investment Framework
  • Generate research reports and investment recommendations to enable investment decisions
  • Conduct financial analysis of listed companies in line with the company's evaluation framework
  • Contribute to the company's investment strategy discussions to formulate house views
  • Support the achievement of the business strategy; objectives and values by reviewing the company 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 time frame
  • 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



  • Matric / Grade 12 / National Senior Certificate (Essential)
  • Advanced Diplomas/National 1st Degrees (Essential)
  • B. Comm degree with majors in investment related subjects or Chartered Financial Analyst (Preferred)
  • Chartered Financial Analyst (Preferred)


Experience Required

  • Working with a group to identify alternative solutions to work situations
  • Analysing situations or data that requires an in depth evaluation of multiple factors
  • Interacting with diverse people
  • Developing ways to minimize risks
  • Building and maintaining effective relationships externally and internally
  • Drafting reports
  • Analysing and interpreting qualitative and quantitative data
  • Managing conflict situations
  • Interacting with various levels of management
  • Influencing stakeholders to obtain buy-in for concepts and ideas
  • Answering customer questions
  • Sharing information in different ways to increase stakeholders understanding
  • Communicating complex information orally
  • Communicating complex written information
  • Brainstorming ways of improving a product or situation
  • Challenging the status quo with a view to improving the environment or people's understanding
  • Identifying trends
  • Checking accuracy of reports and rec
  • Communicating standards to others
  • Coordinating and securing buy-in from stakeholders
  • Comparing two or more sets of information
  • Preparing and delivering a presentation
  • Conducting a needs analysis
  • Conducting gap analysis
  • Providing professional advice/opinion
  • Writing business proposals


Minimum Experience Level

  • 2-5 years experience in an investment role in a Financial Services Industry

 Technical / Professional Knowledge

  • Banking knowledge
  • Banking procedures
  • Business principles
  • Business terms and definitions
  • Business writing
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Industry trends
  • Microsoft Office
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Research methodology
  • Decision-making process
  • Cluster Specific Operational Knowledge
  • Business Acumen


Behavioural Competencies

  • Earning Trust
  • Communication
  • Continuous Learning
  • Collaborating
  • Work Standards
  • Technical/Professional Knowledge and Skills

Job Level


Salary Range