Closing Date: 7 March 2023
Division: Wealth Management SA / Investment Management
Employment Equity Statement: Preference will be given to individuals from underrepresented background.
Job Purpose
To research and evaluate investment opportunities across all asset classes to generate recommendations for Nedbank High-net worth clients to optimise risk-adjusted investment outcomes, research and analysis across various asset classes, including, but not limited to, fixed income and listed property.
Job Responsibilities
Research and analysis across asset classes to support broader investment process.
The job focus will be on asset allocation (including fixed income research), research (macro, industry and instrument level), analysis, model building, reporting and presenting.
Generate research reports and investment recommendations to enable investment decisions.
Conduct financial analysis of listed instruments or companies in line with Nedbank Private Wealths valuation framework. This will include a focus on fixed income markets and instruments as well as other listed instruments.
Formulate investment recommendations in accordance with Nedbank Private Wealths investment framework in order to enhance client outcomes
Contribute to Nedbank Private Wealth's investment strategy discussions to formulate house views.
Participate in investment strategy meetings to present and formulate investment opportunities
Assistance with portfolio management administration and monitoring
Engage external service providers and key stakeholders associated with investment opportunities.
Vote shareholder proxies in accordance with Nedbank Private Wealth's Responsible Investment Framework.
Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
Participate in creating a culture of idea generation, continuous learning and shared knowledge.
Proactive stance on personal development plan and activities with assistance from leaders and business
Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate.
People Specification
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- B. Comm degree with majors in investment related subjects or Chartered Financial Analyst.
1-3 years' experience in an investment analyst role of a Financial Services company.
Please contact the Nedbank Recruiting Team at +27 860 555 566
