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 BankingCareer Stream InvestmentsLeadership Pipeline Manage Self: ProfessionalFAIS Affected FAIS Affected - YesJob PurposeThis 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