THE COMPANY

Effectus Capital Management is a progressive and innovative financial services business headquartered in Johannesburg, South Africa. We are passionate about creating financial freedom for South Africans! We identify and invest in attractive companies across the globe that will generate wealth for our clients. We are looking for young, energetic and ambitious talent with a passion for investments in a constantly evolving global marketplace. If you would like to catapult your career and get exposure to all aspects of local and global equities and the broader ambit of asset management, then this role will be well suited for you.

POSITION SUMMARY

The primary responsibility of the Equity Analyst is to support the Portfolio Manager(s). The objectives are to provide relevant equity and economic data to the Portfolio Managers, enhance the ability of the Portfolio Managers in implementing their views in client portfolios, and the preparation of reports to communicate with with the company's investment committee and clients.

The ideal candidate will combine a strong quantitative skill set with a range of qualitative skills in order to effectively communicate their research in writing and verbally to clients. In addition, we seek someone with the highest level of ethical integrity.

Essential Duties and Responsibilities
• Create and maintain earnings, valuation, and industry models
• Analyze data to identify emerging opportunities and risks, justifying your reasoning
• Provide BUY/SELL/HOLD recommendations and present findings to the investment committee
• Assist in writing research reports with your findings, to be published to the community and media
• Interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis
• Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders
• Build relationships with investor relations teams of your portfolio companies
• Attend company presentations and management meetings arranged by brokers
• Devise and perform your own primary research methods, keeping abreast of trends and sentiment in the market
• Represent the firm at conferences/events
• Communicate the company’s research, building its brand and referring potential new clients.
• Produce ad-hoc qualitative and quantitative research
• Preparation and presentation of weekly investment committee pack
• Compiling due diligence documents and client presentations
• Participate in client pitches and report backs

Qualifications and Skills
• Bachelors Degree in Finance, Accounting, Economics or Investments
• 2 years of experience working as an Equity Analyst or a similar role
• Progress with CFA, FRM or MBA advantageous
• Proficiency in Microsoft Office and G-Suite
• Strong proficiency in Microsoft Excel, Word and PowerPoint
• Experience using Bloomberg, Reuters or Infront a plus
• Experience in coding languages advantageous

Personal Attributes
• Energetic, passionate, driven and goal orientated
• Ability to work under pressure
• Excellent oral and written communication skills
• Analytical and numbers orientated
• Team player and willing to challenge the status quo