About Company
PSG Wealth is a leading independent financial services group in South Africa, committed to providing a comprehensive range of financial solutions to individuals, families, and businesses. With a rich history spanning over two decades, we pride ourselves on our client-centric approach, deep market insights, and a culture of integrity and excellence. Our offerings include wealth management, investment planning, stockbroking, and asset management, all underpinned by robust research and personalized advice. We believe in fostering long-term relationships built on trust, transparency, and a profound understanding of our clients’ unique financial goals. Our team comprises highly skilled professionals dedicated to navigating complex financial landscapes to secure our clients’ financial futures. Joining PSG Wealth means becoming part of an organisation that values innovation, professional growth, and making a tangible impact on the lives of our clients and the broader community.
Job Description
We are seeking a highly motivated and analytical Financial Analyst with a specialization in Investment Research to join our dynamic team in Durban, KwaZulu-Natal. This full-time role offers a challenging and rewarding opportunity for a professional passionate about financial markets and investment strategies. As a Financial Analyst in Investment Research, you will be an integral part of our investment team, providing rigorous analysis and insightful research that underpins our investment recommendations and portfolio management decisions. Your core responsibilities will include conducting in-depth qualitative and quantitative analysis of various asset classes, industries, and individual companies. You will be instrumental in developing and maintaining sophisticated financial models, performing valuation analyses, and assessing market trends and economic indicators that could impact investment performance. The role demands strong analytical capabilities, meticulous attention to detail, and the ability to synthesize complex data into clear, concise, and actionable investment reports and presentations. You will collaborate closely with senior analysts and portfolio managers, contributing significantly to the formulation and execution of investment strategies that align with our clients’ objectives and our firm’s overarching investment philosophy. This position is ideal for an individual who thrives in a fast-paced, intellectually stimulating environment and is eager to contribute to the growth and success of our clients’ portfolios while continually expanding their expertise in the financial services sector.
Key Responsibilities
- Conduct comprehensive financial analysis of companies, industries, and macroeconomic trends to identify investment opportunities and risks.
- Develop, maintain, and update detailed financial models, including discounted cash flow (DCF), comparable company analysis, and precedent transactions.
- Prepare comprehensive investment research reports, presentations, and memos for internal stakeholders, portfolio managers, and client-facing teams.
- Monitor existing investment portfolios and provide regular performance updates, rebalancing recommendations, and risk assessments.
- Stay abreast of global financial markets, economic developments, regulatory changes, and industry-specific news that may impact investment decisions.
- Assist in the due diligence process for potential investments, including data gathering, analysis, and summarizing key findings.
- Present research findings and investment recommendations clearly and concisely to senior management and investment committees.
- Collaborate with portfolio managers to refine investment strategies and ensure research aligns with portfolio objectives.
- Utilize various financial databases and research tools (e.g., Bloomberg, Refinitiv Eikon) to gather and interpret data.
Required Skills
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
- Minimum of 3 years of experience in financial analysis, investment research, or a related role within the financial services industry.
- Proven ability to conduct in-depth financial modeling and valuation (DCF, multiples, sum-of-parts).
- Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUPs, financial functions).
- Strong analytical, critical thinking, and problem-solving skills.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Solid understanding of investment principles, capital markets, and various financial instruments.
- High level of attention to detail and accuracy.
- Ability to work effectively both independently and as part of a collaborative team.
Preferred Qualifications
- Progress towards or completion of the CFA designation.
- Postgraduate degree (e.g., Master's in Finance, MBA).
- Experience with financial data terminals such as Bloomberg or Refinitiv Eikon.
- Knowledge of programming languages like Python for data analysis is a plus.
- Experience in a wealth management or asset management environment.
Perks & Benefits
- Competitive salary package and performance-based bonuses.
- Comprehensive health and wellness benefits.
- Retirement and provident fund contributions.
- Opportunities for continuous professional development and growth, including support for CFA accreditation.
- A vibrant, collaborative, and inclusive work environment.
- Access to cutting-edge financial research tools and technologies.
- Employee wellness programs and initiatives.
- Modern office facilities in a prime Durban location.
How to Apply
To seize this exciting opportunity and contribute to our dynamic investment team at PSG Wealth, please click on the application link below. We look forward to reviewing your application and learning how your skills and experience align with our mission. Only shortlisted candidates will be contacted.