Senior Research Analyst

Pretoria, Gauteng Fempower

Posted 22 days ago

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Job Description

Purpose of the role:
As part of the Research and Innovation team the candidate will undertake research and provide information and investment ideas to the sector specialists and other investment teams.

Duties:

  • Conducting fundamental and thematic research on sectors and industry.
  • Support Head: Research & Innovation and Sector Specialists through research, data analytics and financial modelling.
  • Prepare research reports that are aimed at enhancing knowledge based on various sectors and generating investment ideas.
  • Undertake thematic research into new and emerging industries to identify investment opportunities for the organisation.
  • Monitor global and domestic sector trends and developments to assess the impact of the portfolio.
  • Have an understanding of the macroeconomy and how it affects the different sectors.
  • Assist in developing sector and sub-sector investment strategies.
  • Provide market analysis and financial analysis for unlisted transactions. Form part of the due diligence team.
  • Undertake ad hoc research requests from EXCO and board subcommittees as well as investment divisions.
  • Sectors to be covered include manufacturing, ICT and transport .
  • Proficient user of Bloomberg or similar tools/ applications/platforms.

Requirements:

  • Post graduate qualification in commerce, accounting, finance, economics or equivalent.
  • Studying towards a CFA/CAIA/Masters degree or CFA/CAIA/Masters degree holder (Advantageous).
  • 5 – 7 years relevant investment and research experience. Be able to link sector research to asset class/investment implications.
  • FAIS RE 05 Certificate or must be obtained within 6 months of employment
  • Sector research experience is an advantage.
  • Flexible, responsive and self-starting personality with keen attention to detail and ability to work across different teams within the division.
  • Must possess the desire and ability to work in a collaborative and intensive team-orientated environment.

Competencies and skills:

  • Team player
  • Self-Starter
  • Interpersonal skills
  • Macroeconomics and sector knowledge
  • Planning and organising
  • Presentation skills
  • Financial analysis and interpretation
  • Financial modeling skills
  • Ability to undertake research
  • Strong analytical skills
  • Strong numerical skills
  • Strong quantitative and qualitative analytical skills
  • Ability to work effectively under pressure
  • Experience in working on Bloomberg (preferred)
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Firm-level and tax analysis using micro data

Pretoria, Gauteng United Nations University

Posted 2 days ago

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Firm-level and tax analysis using micro data

An important element of economic growth and transformation relates to the characteristics, determinants and behaviours of firms. Firms are the economic agents that interact at the micro level but ultimately shape aggregate economic trajectories.Firm level data has high potential for enhancing understanding of these interactions as the heterogeneous characteristics of firms are not masked.

Offer and expectations

The specific objectives of this request for research proposals are:

  • To obtain policy-relevant research findings on the determinants of productivity, investment, employment, exports, profitability and output by different firms with different characteristics (incl. size, sector, ownership, export intensity, degree of competition faced, age, past behaviour, and skills makeup). Also, where possible, to examine dynamic decision making effects on outcomes.
  • To obtain research findings relevant to government policy questions on the impact of tax incentives (e.g. research & development, MIDP, learnership, section 12I manufacturing) and non-tax incentives on investment, value-add, job creation, capital/labour intensity and growth.
  • To obtain economic analyses that could improve policymakers’ insights on issues pertinent to base erosion and profit shifting, including but not limited to corporate leverage and structuring, interest expense in relation to earnings, and linkages between R&D expense and the creation of intangibles.
  • To analyse depreciation allowances claimed by companies by asset class and/or sector, and how this relates to economic depreciation of assets.
  • To obtain economic analysis that improves the understanding of tax behaviour of individuals and firms.

Researchers with successful proposals will gain access to generally inaccessible data sets located at the National Treasury, subject to agreed restrictions to preserve confidentiality. It is important to highlight that, as of this call, the data are only made available to researchers while physically on National Treasury premises in Pretoria.An inventory of potential data sets is appended to this RFRP.

Proposal submission

Submission of proposals is done electronically using appropriate form on the left column of this page. There are three forms to select from; one for individuals, another for groups of individuals and a third one for NGOs. The deadline for submitting proposals is 29 February :59 EET. See full request for research proposals for detailed proposal submission details.

Any questions on the proposal process should be sent to 22February 2016. All queries and responses will be published on this announcement page after this date.

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