Asset Management: Investment Analyst

Location

Role is based at the V&A Waterfront, Cape Town
 

Job Classification

This role is based at Nedgroup Investments.  Our website is : www.nedgroupinvestments.co.za

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Job Family

Investment Banking/ International.

Career Stream

Leadership Pipeline

FAIS Affected

Job Purpose

To develop, implement, monitor and promote the investment offering for Nedgroup Investments including the South African and Global Best of Breed range, in line with Nedbank Group strategy.

Job Responsibilities

• Conduct asset manager research and selection to ensure that we have the best fund managers overseeing a given mandate
• Use quantitative and qualitative analysis to make investment recommendations and strategic decisions
• Evaluate performance of fund/investment through regular review
• Investment portfolio analysis and understanding
• Conduct and compile industry, asset class, market and security research
• Identify and interpret relevant information using logic to seek cause and effect relationships
• Express ideas or facts clearly in written documentation so that the content is understood by the recipient
• Share knowledge and industry trends with team and stakeholders during formal and informal presentations or meetings
• Interact with internal and external clients to assess needs and provide solutions
• Provide feedback and presentations to stakeholders
• Develop and use collaborative relationships to facilitate the accomplishment of work goals
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
• Develop software proficiency to deliver required outputs
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate responsibility initiatives for the achievement of business strategy (i.e. Responsible Investment Strategy)
• Develop sound product and industry knowledge
• Product development to provide the most appropriate range of products to clients
• Assess the impact of regulation on the business and implementing required changes
• Identify training courses and career progression for self through input and feedback from management and L&D team
• Ensure all personal development plan activities are completed within specified timeframe.

People Specification

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Essential Qualifications - NQF Level

Preferred Qualification

Completed or working toward one of:
Chartered Financial Analyst (CFA) / Masters of Business Administration (MBA) /M.Com (Finance specialisation).

Essential Certifications

Preferred Certifications

Minimum Experience Level

2 years in a similar invironment.

Technical / Professional Knowledge

Behavioural Competencies