Investment Analyst: Multi-Asset at Nedbank

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.

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