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 Family
Investment Banking
Career Stream
Investments
Leadership Pipeline
Manage Self: Professional
FAIS Affected
FAIS Affected - Yes
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
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Please contact the Nedbank Recruiting Team at +27 860 555 566
