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).
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2-3 years of experience post articles within an Accountant / Applied Engineering / Mathematics field.
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Has completed articles with one of the Big 4 Audit Firms.
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A CFA qualification will be advantageous.
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Ability to prepare financial reports on companies.
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Ability to research and analyse companies and their industries in which they operate in.
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Good working knowledge of Advanced Microsoft (Excel /Word), VBasic Programming skills.
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Ability to utilise Bloomberg, Inet and Reuters Terminal Services.
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Excellent communication skills both written and verbal.
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Stable career history.
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Duties
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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.
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Involves the primary use of fundamental valuation skills such as:
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Evaluation of Long Term history
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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
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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.
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Ability to quantify risks relative to the expected return of an investment.
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Evaluate the impact of changes in macro and micro economic variable and its implications on the risk and return profile of a security.
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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.
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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.
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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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