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Senior/Junior Investment Analyst

Qualification and Requirements

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  • Qualified CA (SA) (Passed Board Exams at 1st attempt) with B.Com Honours in Investment Finance or Accountancy (From a reputable University).

  • 2-3 years of experience post articles within an Accountant / Applied Engineering / Mathematics field.

  • Has completed articles with one of the Big 4 Audit Firms.

  • A CFA qualification will be advantageous.

  • Ability to prepare financial reports on companies.

  • Ability to research and analyse companies and their industries in which they operate in.

  • Good working knowledge of Advanced Microsoft (Excel /Word), VBasic Programming skills.

  • Ability to utilise Bloomberg, Inet and Reuters Terminal Services.

  • Excellent communication skills both written and verbal.

  • Stable career history.

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Duties

 

  • Undertake comprehensive evaluation and analysis under the mentorship and guidance of Senior to ensure that a thorough due diligence is conducted before the firm undertakes an investment into a security on behalf of its client.

  • Involves the primary use of fundamental valuation skills such as:

    • Evaluation of Long Term history

    • Detailed financial analysis of financial performance and financial position of the company through evaluation of Balance Sheets, Income Statement, Cash Flow Statement, and Statement of Changes in Equity

    • Management Interaction at the highest level will be undertaken, therefore the candidate must have exceptional communication skills, but must also be sufficiently prepared, and confident to handle such interactions.

    • Ability to quantify risks relative to the expected return of an investment.

    • Evaluate the impact of changes in macro and micro economic variable and its implications on the risk and return profile of a security.

    • Evaluate regional and global developments and trends within the specific industry and quantify its implications with regard to future risk and returns of a security.

    • Ability to prepare long term sheets and analyze history of a company over a long term period, this will include the analysis of Financial Stats, Profitability, valuation and Efficiency measures of a company in relation to its Markets and History.

  • Ability to conduct quantitative analysis of companies looking at trend line and statistical numbers.

 


Please address all applications or requests to recruitment@oasiscrescent.com (Cape Town only)

 

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