Equity Research Analyst - Banks (Cape Town)

Job ID

138494

Closing Date: 19 March 2025

Job Family

FAIS Affected

Job Purpose

To research and evaluate investment opportunities to generate recommendations for Nedbank High-net worth clients to optimise risk-adjusted investment outcomes. The research and analysis will focus on but is not limited to JSE listed banks and telecommunications, and internationally listed equities.

Job Responsibilities

• Research and analysis of equites to support the broader investment process.
• Generate research reports and investment recommendations to enable investment decisions.
• Conduct financial analysis of listed companies in line with Nedbank Private Wealth’s valuation framework. 
• 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.
• Engage external service providers and key stakeholders associated with investment opportunities.
• Vote shareholder proxies in accordance with Nedbank Private Wealth's Proxy voting Framework.
• Share knowledge and industry trends with the team and stakeholders during formal and informal interaction.
• Participate in creating a culture of idea generation, continuous learning and shared knowledge.
• Identify training courses and career progression for self through input and feedback from leadership.
• Ensure all personal development plan activities are completed within specified time frames.
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate.
   

Essential Qualifications - NQF Level

Preferred Qualification

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

Preferred Certifications

• Chartered Financial Analyst / in the process of completion

Essential Certifications

• RE 5 Certification

Minimum Experience Level

• 3 + years’ experience in an equity analyst role 

Technical / Professional Knowledge

Behavioural Competencies