Recruitment: Senior Equities Research Analyst

This is a unique position for a mid-level equities research analyst to take a step up to leading a team in a dynamic business that brings genuine thought leadership to capital markets development.

The senior equity research analyst will lead euities research for our retail investor client base and develop our institutional research product. This is a senior-level position to lead the team providing equities research as part of our wider capital markets team that includes macro, political economy and banking specialist researchers.

You would join a team that studies South Africa’s equity markets broadly, and some markets in other countries. In particular, you will lead the preparation of equity research reports on a broad range of JSE companies with an emphasis on small- and mid-cap sectors, as well as Intellidex’s coverage of local and international ETFs. This position involves financial modelling, valuation, discounted cash flow calculations, fundamental business analysis, general market awareness and participation in the capital markets team. While the role will be focused on servicing retail investors, the candidate will also have the opportunity to develop our equities offering to institutions, servicing our global institutional client base, ranging from large global asset managers to innovative hedge funds.

Intellidex also has a leading practice in social economy and development finance, and the equities team regularly contributes to thought leadership on capital markets development to deliver public policy priorities like a just energy transition and employment. This has a global emerging markets scope and sits at the cutting edge of international conversations on the role of impact investment and ESG in aligning capital markets to public policy ambitions.

Essential requirements are (do not apply if you do not meet these requirements as your application will not be considered):

  • CFA (at least level 2 completed) or CA(SA) 
  • Previous experience in a sell side role in a stockbroker or independent research house servicing investors
  • Excellent knowledge of the South African economy and corporate sector 
  • Able to provide examples of previous research reports demonstrating excellent writing skills and research creativity

Preferred requirements are:

  • CFA
  • Experience in leading a small team

Intellidex offers a unique environment that draws together top academic skills, financial markets research and insight on South Africa’s financial sector. We work with investors, financial institutions and domestic and international policymakers to improve outcomes for South Africans and other emerging and frontier markets. Intellidex is well-recognised for high quality research and you will become a core part of a highly skilled team, providing significant learning opportunities to advance your career. 

Performance will be judged by the delivery of high-quality research projects and reports, as well as engagement with clients and other audiences. We have offices in Sandton, where this position will be based, London and Boston. The position will report to the head of capital markets research.

We offer a small company environment in which you will have considerable latitude to shape your role. Remuneration will be a mixture of basic (in the senior researcher range) and performance-based pay.

Our standards are high. You will be working with MBAs, CFA charterholders and PhDs on our team to ensure that Intellidex delivers high levels of client satisfaction and responds dynamically to new business opportunities.

If you are interested in the position, please send a covering letter in which you address the seven requirements listed above, and CV, using the form below. Please apply before 31 June 2022, though the role will be filled as soon as a the right candidate is identified.

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