Athenkosi Mjebeza

Equity analyst with 9 years of experience in portfolio management, financial modeling, and equity research. Specializes in conducting fundamental and macroeconomic analysis, company valuation, and providing actionable investment recommendations across local and global sectors. Proficient in leveraging financial platforms like Bloomberg and FactSet, and skilled in building financial models to support investment decisions. Currently pursuing Level 3 of the CFA certification after passing Level 2 successfully.

• 1st Place in the Johannesburg Stock Exchange (JSE) Investment Challenge, with a portfolio growth of 114%.
• Successfully pitched and managed equity portfolios that delivered [X]% return for clients over [timeframe].

• Equity Research & Valuation: Expertise in fundamental analysis, using DCF, P/E, and sum-of-the-parts valuation techniques.
• Financial Modeling: Strong experience in building financial models, forecasting company performance, and scenario analysis.
• Sector Expertise: Telecommunications, Insurance, Industrials, and Global Conglomerates.
• Investment Strategy: Skilled in formulating and presenting buy/sell/hold recommendations based on quantitative and qualitative insights.
• Tools & Platforms: Bloomberg, FactSet, Excel, and financial databases.
• Communication: Excellent presentation skills, capable of delivering insights to senior leadership and clients.