Analyst, Equity Research

Job Overview:

Business Segment: Corporate & Investment Banking

Location: Johannesburg, ZA

Job Type: Full-time

Job Ref ID: 80401680A-0001

Date Posted: 11/15/2024

Job Description:

The main purpose of the Equity Analyst job is to advise institutional investors on the investment and divestment opportunities in certain sectors of the JSE, specifically the Insurance sector. A successful execution of the job steers client trade and a commission stream via the dealing platform of the broker. This advisory function is fulfilled through regular publication of investment ideas, company and sector updates, marketing of ideas, and the organization of conferences and other corporate access activities.

In addition, we anticipate that an analyst builds a network of executive contacts (generally at CEO/CFO and IR level) and, within the global regulatory framework, generates observations and ideas that may assist the primary capital teams of the bank.

Key Responsibilities of the Insurance Analyst:

1. Initiate coverage of relevant and commercial number of stocks within the sector (e.g., Sanlam, Discovery, Old Mutual, Momentum, Outsurance, Santam, etc).
2. Regularly and timeously write insightful and impactful research that results in a product suite that encompasses sector and company notes, thematic and periodical publications, and comments on news flow and its impact on share valuations.
3. Establish investor themes that run through the sub-sectors, commonality in valuation approaches.
4. Develop commercial and differentiated product and marketing schedules.
5. Market the investment ideas to domestic and offshore based global investors through road shows, video and conference calls, tele-marketing, e-mails, etc.
6. Organise conferencing and corporate access calendars.
7. Provide corporate access to link executives of corporations and other decision-makers to investment managers.
8. Complete and respond to bespoke and ad-hoc client requests.
9. Inform and work with Sales and Trading, within compliance framework, to optimise the marketing and execution of investment ideas.
10. Pro-actively pass interesting and commercial ideas on to counterparts in CIB for instance in ECM, DCM, M&A and broader corporate finance functions.

Qualifications:

Minimum Qualifications:

1. Type of Qualification: Degree
2. Field of Study: Mathematical Sciences, Actuarial Science, or Accounting

Experience Required:

1. 5-8 years experience
2. Insurance background required
3. Global Markets Equity Research experience required
4. Deep experience in coverage and management roles across the buy-side
5. Experience preparing presentation quality documents and executive level summaries.
6. Strong research background across all disciplines: Fundamental, Technical, and Quantitative with prior research experience with global equities preferred.

Additional Information:

Behavioral Competencies:

1. Articulating Information
2. Conveying Self-Confidence
3. Developing Strategies
4. Examining Information
5. Exploring Possibilities
6. Interacting with People
7. Making Decisions
8. Providing Insights
9. Pursuing Goals
10. Seizing Opportunities
11. Showing Composure
12. Understanding People

Technical Competencies:

1. Client Servicing
2. Economic Research
3. Financial Accounting
4. Leadership to Stakeholder Engagement
5. Risk/Reward Thinking
6. Write Effective Communications

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za