Equity Research Analyst
4 days ago
Job ID Closing Date: 19 March
Job Family: Investment Banking
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 equities 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.
Matric / Grade 12 / National Senior Certificate
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
- Earning Trust
- Communication
- Continuous Learning
- Collaborating
- Work Standards
- Technical / Professional Knowledge and Skills
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