138494
Closing Date: 19 March 2025
Job Family
Investment Banking
FAIS Affected
FAIS Affected - Yes
Job Purpose
To 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 Wealths valuation framework.
- 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.
- 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.
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
- B. Comm degree with majors in investment related subjects or Chartered Financial Analyst.
- Chartered Financial Analyst / in the process of completion
- RE 5 Certification
- 3 + years experience in an equity analyst role
- 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
- Earning Trust
- Communication
- Continuous Learning
- Collaborating
- Work Standards
- Technical/Professional Knowledge and Skills
