Job Description

Job ID138494Closing Date: 19 March 2025Job FamilyInvestment BankingFAIS AffectedFAIS Affected - YesJob PurposeTo research and evaluate investment opportunities to generate recommendations for Nedbank High-net worth clients to optimise risk-adjusted investment outcomes. The research and analysis will focus on but is not limited to JSE listed banks and telecommunications, and internationally listed equities.Job Responsibilities

• Research and analysis of equites to support the broader investment process.
• Generate research reports and investment recommendations to enable investment decisions.
• Conduct financial analysis of listed companies in line with Nedbank Private Wealth's valuation framework.
• Formulate investment recommendations in accordance with Nedbank Private Wealth's 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.
• Engage external service providers and key stakeholders associated with investment opportunities.
• Vote shareholder proxies in accordance with Nedbank Private Wealth's Proxy voting Framework.
• Share knowledge and industry trends with the team and stakeholders during formal and informal interaction.
• Participate in creating a culture of idea generation, continuous learning and shared knowledge.
• Identify training courses and career progression for self through input and feedback from leadership.
• Ensure all personal development plan activities are completed within specified time frames.
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• B. Comm degree with majors in investment related subjects or Chartered Financial Analyst.

Preferred Certifications

• Chartered Financial Analyst / in the process of completion

Essential Certifications

• RE 5 Certification

Minimum Experience Level

• 3 + years' experience in an equity analyst role

Technical / Professional Knowledge

• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Decision-making process

Behavioural Competencies

• Earning Trust
• Communication
• Continuous Learning
• Collaborating
• Work Standards
• Technical/Professional Knowledge and Skills

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Nedbank