Job Classification
Requisition - 136833 - Melissa Cloete
Cluster - Nedbank Wealth Cluster - Wealth Management SA Division - Investments
Location - Cape Town
Closing Date - 17 November 2024
Please Note - Preference will be given to applicants from Underrepresented Groups
Job Purpose
This is an opportunity for candidates who wish to grow their skills and knowledge of economics, fixed income instruments, asset allocations, and general investment strategy within a well-defined process with the guidance of Nedbank Private Wealth's Investment Strategist.
The successful candidate will 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 and for publication.
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.
Essential Qualifications - NQF Level
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees
Preferred Qualification
Bachelor's degree with majors in investment-related, mathematics, statistics, or technical subjects.
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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