Investment Analyst

4 days ago

Cape Town, South Africa Nedbank Full time

**Job Classification**
- Job Family- Investment Banking
- Career Stream- Investments
- Leadership Pipeline- Manage Self: Professional
- FAIS Affected- FAIS Affected - Yes**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.**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 Wealth’s 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 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
- 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.
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees

**People Specification**
- Preferred Qualification-
- Essential Certifications- Preferred Certifications- Chartered Financial Analyst.- Minimum Experience Level- 1-3 years' experience in an investment analyst role of a Financial Services company**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
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_

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