Analyst, Research Standard Bank

To research and evaluate possible risks and potential returns on investments and other financial transactions, enabling SBG
asset management invest clients’ financial assets effectively. Responsible for providing research information and credit analyses
on counter parties. Responsible for providing research information on the economy (global & local) and valuation and analyses
on listed companies and alternative investments. Provide support to the portfolio managers.
• Provide credit, stock analyses of all counter parties for potential investment.
• Monitor and update Team on the: -Secondary market activities and offerings, Trends on equity prices, -Local, Regional and Global economies, -General company news of interest
• Prepare reports for internal meetings (Investment Committee), Regulatory and other stakeholders reports
• Ensure that effective risk management and mitigation activities are undertaken at all times, achieved by aligning Portfolios with the investment mandate and adhering to regulatory codes and requirements.
• Accurately input financial/non-financial data and perform a first level investment analysis on Issuers.
• Maintain and update Fund Solutions model portfolios and assist with due diligence process on third party funds, including rebalancing of portfolios based on investment policy and client instruction.
• Prepare monthly factsheets for designated Fund classes, monthly reports for Models and Money Market Funds.
• Process and accurately complete day to day general management and trade execution duties relevant for assigned Fund Classes by recording information in the system, attaining appropriate authorisations and ensuring that all timelines and restrictions are met.
• Write research reports, projections, recommendations, various types of investment notes, sector and / or country reviews and thematic and periodical publications concerning companies and stocks to consistently provide actionable insights and conviction ideas for use in client and internal engagements, to enable clients to uncover longer-term value drivers for stocks.

Qualifications
• Minimum Qualifications:
Type of Qualification: Bachelors
Field of Study: Finance and Accounting/ Finance related field

Experience Required:
• Investment Management
Asset Management
1-2 years The role require at least 2 year experience in securities industry or investment
banking – Asset Management/Research experience preferable

Required
Additional Information
Behavioral Competencies:
• Analytical skills
• Detailed
• Developing Strategies
• Good verbal and written communication skills
• Assertive
• Flexible
• Respond positively to change- be flexible, pro-actively
• Encourage change
• Teamwork skills – consistently promote teamwork, and add
• value within the team
• Flair for Personal Development & Learning
• Ability to work under pressure
• Creative and proactive
• Self-starter, willing to work with no supervision

Technical Competencies:
• Financial Modelling & Issuer Analysis (Equity & Debt): The ability to conduct sound analysis of individual transactions, through a
thorough due diligence process (e.g.industry structure, company evaluation, cash-flow analysis, growth prospects, credit ratings, etc.).
• Data Management (Investment).The ability to effectively and efficiently manage business related data in an accurate manner, through the application of various technologies.
• Industry Knowledge. The knowledge and understanding of the specific client industry that is covered by the role.
Local Market Knowledge. The knowledge and understanding of the opportunities, competitive environment, regulations, and risks related to doing business in a particular country.
Product Development. The ability to stay attuned to the needs of the market and developments in the finance sector. Able to translate market knowledge into product innovations and new designs that are responsive to the needs of clients.