Investment Analyst (Multi Asset) at Nedbank

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.

Job 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

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

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