Equity Analyst Graduate Trainee at  RFA Investment Advisors

RFA Investment Advisors, a boutique wealth management and financial advisory firm, invites applications from highly motivated and qualified individuals for the position of Equity Analyst Graduate Trainee. Our clients include high-net-worth individuals and institutional investors who rely on our bespoke investment strategies to meet their unique financial goals. We specialize in both Sub-Saharan African and global capital markets, offering exposure to diversified investment opportunities.

About the Role

As a graduate trainee in our Equity Analyst team, you’ll be at the heart of our investment research and decision-making processes. This role offers a unique opportunity to gain hands-on experience in evaluating and analyzing equity markets—primarily U.S. equities—while supporting portfolio construction and performance tracking.

You’ll collaborate closely with senior analysts and portfolio managers, delivering research that shapes the firm’s investment strategies and contributes directly to client outcomes.

What You’ll Do

1. Market Analysis: Conduct in-depth research on global equity markets with a focus on the U.S., identifying trends, risks, and opportunities.

2. Valuation Modeling: Apply financial modeling and quantitative tools to evaluate stock performance and support investment recommendations.

3. Portfolio Support: Assist in building and managing client equity portfolios, ensuring they align with our strategic objectives.

4. Due Diligence: Perform comprehensive due diligence on prospective investments, assessing financial health and strategic positioning.

5. Performance Monitoring: Track and analyze portfolio and individual equity performance, market indices, and economic indicators.

6. Market Insights: Deliver timely market updates—both regularly scheduled and ad-hoc—on portfolio holdings and broader market movements.

7. Equity Validation: Periodically review and validate valuations of current and prospective equity investments.

8. Portfolio Rebalancing: Participate in monthly and quarterly rebalancing activities to align portfolios with risk tolerance and investment targets.

What We’re Looking For

1. NYSC members or recent graduates in Finance, Economics, or related disciplines.

2. Strong analytical and quantitative skills with the ability to interpret financial data effectively.

3. Proficiency in Microsoft Excel; experience with tools like Bloomberg or Reuters is an advantage.

4. A genuine passion for global financial markets and investment research.

5. Self-driven, curious, and capable of working independently.

What We Offer

• Competitive compensation package.

• A company-issued MacBook for a seamless work experience.

• Health Maintenance Organization (HMO) coverage.

• Monthly airtime and data allowance.

• Sponsored access to CFI Certifications (Terms & Conditions apply).

This is more than just a role; it’s an opportunity to build your career in equity research with a firm that values critical thinking, initiative, and professional growth. Visit the Apply Now button below to submit your application.

APPLY NOW

Application Deadline: June 30, 2025