Equity Research Analyst

4 days ago


Cape Town, Western Cape, South Africa Nedbank Full time

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:
  1. Research and analysis of equities to support the broader investment process.
  2. Generate research reports and investment recommendations to enable investment decisions.
  3. Conduct financial analysis of listed companies in line with Nedbank Private Wealth's valuation framework.
  4. Formulate investment recommendations in accordance with Nedbank Private Wealth's investment framework in order to enhance client outcomes.
  5. Contribute to Nedbank Private Wealth's investment strategy discussions to formulate house views.
  6. Participate in investment strategy meetings to present and formulate investment opportunities.
  7. Engage external service providers and key stakeholders associated with investment opportunities.
  8. Vote shareholder proxies in accordance with Nedbank Private Wealth's Proxy voting Framework.
  9. Share knowledge and industry trends with the team and stakeholders during formal and informal interaction.
  10. Participate in creating a culture of idea generation, continuous learning and shared knowledge.
  11. Identify training courses and career progression for self through input and feedback from leadership.
  12. Ensure all personal development plan activities are completed within specified time frames.
  13. 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

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:
  1. Business writing
  2. Communication Strategies
  3. Data analysis
  4. Governance, Risk and Controls
  5. Industry trends
  6. Microsoft Office
  7. Principles of financial management
  8. Principles of project management
  9. Relevant regulatory knowledge
  10. Decision-making process
Behavioural Competencies:
  1. Earning Trust
  2. Communication
  3. Continuous Learning
  4. Collaborating
  5. Work Standards
  6. Technical / Professional Knowledge and Skills
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