Job Description

To manage the project performance of Equity funds by conducting financial modelling and analysing specific sectors or group of companies with the objective of producing research, projections and recommendations to specific channelsDeliver customer experience excellence in own service delivery aligned to organizational values and service standards.Identify, analyze, and monitor stocks as part of the investment team.Construct portfolios to ensure the highest likelihood of achieving investment objectives of the relevant funds which involves dynamically managing the funds through market cycles to ensure an optimal risk and reward outcome.Be an ambassador of the investment process and contribute to improve the outcomes in the sector.Provide subject matter expertise and thought leadership in area of expertise.Provide valuable insights on where you believe the sector and opportunity set is evolving.Formulate the house view in the sector responsible by making informed recommendations.Express well-articulated views that help shape decision-making by the equity construction committee.Contribute to rigorous investment debate and fully understand and deliver investment outcomes in line with the investment philosophy.Provide research, participate, and drive content relevant to both the discretionary and advisory businesses.Deliver appropriate research output to the Advisory team and client base.Identify investment opportunities i.e., stocks, that are likely to have positively impact investment performance.Monitor the investable universe, identify investment stocks, analyze and monitor investment stocks, motivate investment ideas, engage in risk management, provide stock guidelines and engage in balance sheet and management assessments.Proactively navigate sector opportunities and pitfalls and communicate these dynamics to the team.Engage with multiple stakeholders across the Group to provide relevant insights required for financial modelling.Work closely with the Economics team and use the macro forecasts for inputs into valuation models, for a bottom-up analysis, and for portfolio construction decisions, for a top-down analysis.Engage in value-add probing across sectors to improve the overall investment debate in the team.Ensure compliance to legislative and audit requirements and adherence to relevant processes.Control expenditure and identify process improvements to contain and reduce costs.Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

12/03/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.