Intellidex is recruiting an equity research analyst to join its capital markets team, taking a role in leading equities and ETF coverage for our retail investor client base. This is a mid-level position with responsibilities for research in our retail investor segment.
The analyst will be part of a team that studies South Africa’s equity markets broadly, and some markets in other countries. In particular, he or she 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 contribute to institutional research, servicing our global institutional client base.
He or she will also need a deep understanding of ETF regulatory guidelines and product structures to provide insight on the evaluation of a range of local and foreign ETFs, write ETF notes and conduct ongoing macro/micro research to identify developments that could impact ETFs covered by Intellidex. They can have a variety of sector specialist interests – we will accommodate into the existing research team.
The candidate will also provide support to strategy and market research teams.
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), CA(SA) or equivalent
- 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
Preferred requirements are:
- Excellent writing skills
- Curious and enjoys problem-solving and creative thinking
- Collaborates effectively in teams
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 all South Africans. 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 15 December 2021, though the role will be filled as soon as a the right candidate is identified.