130 Equity Research jobs in South Africa

Stock Controller required to manage inventory and purchase merchandise based on the company’s needs.

Responsibilities:

• Forecast supply and demand to prevent overstocking and running out-of-stock (OOS)
• Enter purchase details (vendors information, invoices and pricing) into internal databases
• Place orders to replenish merchandise as needed
• Track shipments and address any delays
• Oversee storage of products
• Evaluate suppliers’ offers and negotiate profitable deals
• Liaise with warehouse staff and other internal teams to test products’ quality (status upon delivery and storage conditions)
• Keep updated inventory records (including daily shipments)
• Ensure purchases do not exceed budget
• Follow up on orders placed into the factory
• Thorough attention to detail
• Organisation and Time Management Skills
• Ability to perform well under pressure
• Ability to work well with suppliers, customers and other team members

Min Requirements:

• Matric, Grade 12 certificate
• Relevant tertiary qualification preferred
• Valid Drivers licence
• Computer Literate
• Proven work experience as a Stock Controller, Inventory Manager or similar role
• Good understanding of supply chain procedures
• Working knowledge of inventory management software
• Active participation in inventory audits
• Good communication and negotiation abilities
• Exposure to manufacturing processes
• Exposure to production processes

Financial Analyst
Location: Sandton, Johannesburg
Salary: R35,000 - R50,000 Per Month

Company Overview :
Our client is a major player in the investment banking industry, providing financial advisory services and managing portfolios for high-net-worth clients.

Position Overview :
The company is seeking an experienced Financial Analyst to support their investment team. The successful candidate will be responsible for analyzing financial data, preparing reports, and assisting with investment strategies.

Key Responsibilities :

• Analyze financial data and market trends to provide recommendations.
• Prepare financial reports, budgets, and forecasts.
• Collaborate with senior analysts on investment strategies.
• Monitor and evaluate financial performance metrics.

Qualifications :

• Bachelor’s degree in Finance or Accounting.
• 3-5 years of experience in financial analysis or investment banking.
• Proficient in financial modeling and data analysis tools.

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Permanent

Remuneration: Market Related

EE position: Yes

To provide investment support to Post Investment Associates by analysing deals, ensuring that the financial models are appropriate to facilitate seamless revenue collection.

• Provide comprehensive financial analysis through the use of approved financial modelling for existing portfolio companies;
• Analyse, compile and report on market information on a deal by deal basis;
• Contribute to the development of a business development strategy when required for the portfolio companies;
• Develop a broad knowledge of corporate finance, private equity macro environment, sector, and specific transactions to support the team in identifying and recommending appropriate mitigation measures on key risk issues for portfolio companies;
• For additional funding and/or restructure, partake in due diligence exercises at the request of the team member, using approved processes and principles as outlined in the due diligence scope;
• Provide commentary on innovative, optimum, and appropriate finance and legal structures for each investment deal ensuring long term sustainability and viability of the project to the benefit of the client and the NEF;
• Analyse financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine the commercial viability of portfolio companies;
• Consider the economic implications which might affect the performance of portfolio companies;
• Analyse equity valuations of portfolio companies semi-annually;
• Conduct annual site visits to investee portfolio companies;
• Early identification and flagging of potential areas of defaulting clients.

• Graduate degree – minimum B.Com. (Business and Finance, Accounting).

• A generalist in area of corporate finance with some experience in private equity.
• PC Literacy is essential and knowledge of Excel is important as this role often involves financial modelling and projection work. Strong Project Management and Corporate Finance and/or Venture Capital experience (minimum of 5 years).
• 2 – 5 years Financial Analysis experience.

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Finance

Financial Analyst

Permanent

• Matric
• BCOM Accounting, Economics, BSC Finance or studying towards these qualifications
• Experience in billings, collections and / or financial analysis is essential
• 2 years+ relevant experience
• Experience working in financial services industry desirable

• Key financial analysis and metrics e.g. new business cancellations vs existing business cancellations, break even and profitability analysis of campaigns, cost of acquisition, etc.
• Financial modelling when required
• Variances analysis
• Data Analysis: Oncor, Lapse, Churn and Persistency calculations
• Preparing Budgets and assisting with year-end audits
• Responsible for preparation, submission and analysis of each collection/bill run
• Review and preparation of Bordereaux reconciliations to ensure all commission structures are in line with SLAs
• Review weekly refunds from Client Services and prepare payment instructions
• Responsible for the timely resolution of all queries relating to submissions
• Responsible for completeness and accuracy of customer premium collections.
• Pay through the bank stats for Client Services and Sales
• Preparing and forecasting monthly revenue estimates
• Journal entries when required
• Ensuring our databases are in sync with our Policy Administrators
• Effective engagement and contribution with other departments to achieve company goals

• Advance excel
• Financial modelling capabilities
• Report writing skills
• Ability to communicate and engage with all levels of management
• A good understanding of financial concepts and financial reporting methodology
• An understanding of accounting processes / practices and their impact on financial reporting
• Ability to manipulate large volumes of financial data accurately and efficiently
• Ability to see the "big picture" to understand the impact of financial reports provided
• Stress management and the ability to manage and co-ordinate deadlines under pressure
• Excellent time management skills (the ability to plan, prioritize and meet deadlines)

Monday to Friday 8.00 to 17.00 or as per campaign requirements

• Policy
• Writing
• Reconciliations
• Report Writing
• Economics
• Journal
• Metrics
• Financial Services
• Collection
• Financial Reporting
• Time Management
• Financial Analysis
• Forecasting
• Budgets
• Analysis
• Databases
• Excel
• Accounting
• Finance
• Data Analysis
• Sales
• Management

Our Johannesburg Client in the Corporate Finance Industry is looking for their next Financial Analyst! Are you interested? View the requirements below and join their team today!

• Post Grad qualification in finance or other related commerce qualification
• Minimum 2 - 3 years post-graduate experience in the financial/commercial field
• Financial Modelling and Excel experience
• Strong understanding of cash flow and accounting fundamentals
• Strong understanding of valuation methodologies

• A competitive financial package and compelling rewards

Are you a numbers-driven accountant looking to move beyond traditional accounting into a commercially focused role?

As a Sales & Finance Analyst , you’ll play a key role in finance, sales, and operations, using data-driven insights to support strategic business decisions. This is an exciting opportunity to apply your financial expertise in a dynamic business environment, where you’ll work closely with Sales, Finance, and Procurement to drive performance through data analysis and forecasting.

If you have a strong grasp of numbers, love Data and Excel, and want to transition into a more commercially focused role, this could be your next career move!

This role is based in Cape Town , and could also suit candidates looking to relocate to the Western Cape.

1. Develop and maintain sales forecasts using historical data, market trends, and business insights.
2. Ensure optimal stock levels across multiple locations, avoiding shortages or overstock.
3. Analyze key performance metrics (forecast accuracy, stock turnover, etc.) to provide actionable insights.
4. Work with Sales, Procurement, and Finance to align forecasts with business strategies and market conditions.
5. Present financial data to support decision-making in sales and operations.

1. AGA(SA) or SAICA articles completed.
2. 3-5 years of experience in accounting, finance, or related fields.
3. Advanced proficiency in Microsoft Excel.
4. Strong analytical mindset with a passion for data-driven decision-making.
5. Interest in moving into a more commercial finance role, working beyond traditional accounting.
6. Exceptional communication and interpersonal skills.

1. R25 000 - R35 000 CTC per month depending on experience.

Our Cape Town client is looking for a well-established, Senior Financial Analyst to join their team!

If you are interested, view the requirements below:

• Tertiary Education (BCom / Diploma in Accounting / Finance), preferably studying towards the CIMA qualification
• Minimum 3 years exposure to a finance environment
• Proven analytical skills
• Proficient in MS Excel

Advantageous: retail and/or financial services industry experience

If you are interested, kindly forward your CV to:

J Ljbffr

Financial Analyst • Cape Town, Western Cape

#Hiring

RPO Recruitment's Client is looking for candidates to join their team in Port Elizabeth, Eastern Cape. This position is Financial Analyst, you will oversee the daily financial analysis of management accounts, ensuring the maintenance and production of accurate financial information for all stakeholders. This role combines technical financial modelling skills with strategic thinking, working directly with a wide network of global colleagues to deliver valuable insights and recommendations for strategic and operational decision-making.

Requirements:

• Qualified Chartered Accountant (CA) SA
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Ability to work collaboratively with cross-functional teams
• Advanced proficiency in Microsoft Excel (formulas, pivot tables, VBA macros, data visualization, etc.)
• Strong knowledge of Microsoft Power Automate, with experience in creating, testing, and maintaining workflows
• Familiarity with other Microsoft tools, such as Power BI, Power Query, and SharePoint is advantageous
• Strong organizational skills and attention to detail
• Ability to manage multiple projects and priorities simultaneously

Financial Analyst
Location: Sandton, Johannesburg
Salary: R35,000 - R50,000 Per Month

Company Overview :
Our client is a major player in the investment banking industry, providing financial advisory services and managing portfolios for high-net-worth clients.

Position Overview :
The company is seeking an experienced Financial Analyst to support their investment team. The successful candidate will be responsible for analyzing financial data, preparing reports, and assisting with investment strategies.

Key Responsibilities :

• Analyze financial data and market trends to provide recommendations.
• Prepare financial reports, budgets, and forecasts.
• Collaborate with senior analysts on investment strategies.
• Monitor and evaluate financial performance metrics.

Qualifications :

• Bachelor’s degree in Finance or Accounting.
• 3-5 years of experience in financial analysis or investment banking.
• Proficient in financial modeling and data analysis tools.