Asset Management: Investment Analyst - Cape Town at Nedbank

Job Purpose

To develop, implement and monitor the investment offering for Nedgroup Investments including the domestic 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.
• Conduct and compile Industry research and product development to provide the most appropriate range of products to clients.
• Use quantitative and qualitative analysis to make investment recommendations and strategic decisions.
• Identify and interpret relevant information using logic to seek cause and effect relationships.
• 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 (e.g.. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
• Evaluate performance of fund/investment through regular review.
• Develop software proficiency to deliver required outputs.
• Express ideas or facts clearly in written documentation so that the content is understood by the recipient.
• Develop sound product and industry knowledge.
• Assess the impact of regulation on the business and implementing required changes.
• 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.
• Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• 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.

People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Chartered Financial Analyst (CFA) / Masters of Business Administration (MBA) /M.Com (Finance specialisation).
• Preferred Certifications
• Essential Certifications
• Minimum Experience Level
• Minimum 7 tears experience in Financial Services Industry or 3 years Asset Management experience
• Commerce degree with a postgraduate qualification.
• A CFP is advantageous.

Technical / Professional Knowledge

• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Decision-making process
• Cluster Specific Operational Knowledge

Behavioural Competencies

• Aligning Performance for Success
• Building Partnerships
• Coaching
• Customer Focus
• Driving for Results
• High-Impact Communication