Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of stockbroking solutions including; traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio, full-service stockbroking services and specialist research integrating both a macro and micro market view.
Role Purpose The purpose of the Senior Equity Analyst role ensures that the research function is carried out to provide market and business intelligence: (internal and external).
Requirements Qualifications:
•BCom Honours (Investment Management)/ CA(SA) or equivalent.
•CFA charter holder or in the process of completion (CFA Level 1 & 2)
Experience:
•A minimum of 5-8 years' experience in equity analysis
•5+ years' experience in Company analysis
Duties & Responsibilities The Senior Equity Analyst will be involved with the following:
Being an active participant and leader of a small but effective research team.Analyzing domestic and internationally listed companies and presenting the results to stockbrokers and clients.Keeping up to date with market research and company news.Understanding and being fully conversant in various data platforms used in the investment process.Collaborate with other research teams within Momentum Securities as well as technical analysis team to develop researchAnalyses and interprets engaging market researchEdit, proofread and improve researchUse content management systems to analyse website traffic and users engagement metricsManage research distribution to front line teamsStay up to date with market developments and generate new ideas to draw audience's attention/ generate trade and ensure that the teams strategic direction is aligned to that of Momentum Securities.Participate in the morning meetings with the Portfolio Management team providing them with the companies' single view - market expectations and fundamental calls.Oversee the Model portfolio performance calculation and preparing of factsheetParticipating in PR company specific PR requestsParticipating in client events where required.Build meaningful and effective relationships with internal stakeholders•Effectively lead a team
Lead, build and provide direction and developmental opportunities to the more junior members of the research team within Momentum Securities.Where MMI allows, to identify opportunities to leverage off strategic relationships and alliances to build new investment or growth opportunities.Manage the performance of direct reports.Identify relevant developmental needs of direct reports.Ensure transformational targets are metCompany research
Company research and analysis.Timeously producing reportsResearch.Attending company presentations.Reviewing portfolio, sector and stock returns and risk.
•Provide technical support and make recommendations, which require :
A good technical appreciation of the economy, markets, sectors, and stocks.An understanding of portfolio mandates.A good understanding of the investment philosophy and process.Present company research to different stakeholders.Good communication skills and the ability to effectively convey investment ideas. Checking things: Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.Examining information: Analyses and processes information; asks probing questions; strives to find solutions to problems.Following procedures: Conforms and adheres to rules; closely follows instructions and procedures; minimises risks by sticking to processes.Managing tasks: Manages tasks by being organised and methodical; plans activities systematically; sets priorities for tasks.Taking action: Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy.Upholding standards: Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.Conveying self-confidence: Is self-assured and projects inner confidence; is confident and determines own future; values own contributions.Deciding and Initiating Action: Makes prompt, clear decisions, which may involve tough choices or considered risks. Takes responsibility for actions, projects and people. Takes initiative, acts with confidence, and works under own direction. Initiates and generates activity.Delivering results and meeting customer expectations: Focuses on customer needs and satisfaction. Sets high standards for quality and quantity. Monitors and maintains quality and productivity. Works in a systematic, methodical, and orderly way. Consistently achieves project goals.Persuading and Influencing: Makes a strong personal impression on others. Gains clear agreement and commitment from others by persuading, convincing and negotiating. Promotes ideas on behalf of self or others.Presenting and communicating informationEntrepreneurial and commercial thinkingLeading: Leads, grows and develops a team through mutual respect, guidance, resilience and adaptability. Policy We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
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