Investment Analyst (Multi-Asset)

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

Career Stream

Leadership Pipeline

FAIS Affected

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

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

Behavioural Competencies