Equity Research Analyst at Nedbank

Job Purpose

• This is an opportunity for candidates who wish to grow their skills and knowledge of equites within a well-defined process with the guidance of Nedbank Private Wealth’s Investment team. The role focuses on industrial equities (JSE listed and international). 
• 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- 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

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

Preferred Qualification

• B. Comm degree with majors in investment related subjects or 
• Any other degree and CFA
• Preferred Certifications
• Chartered Financial Analyst

Minimum Experience Level

• 1-3 years experience in an Equity Analyst role. 

Technical / Professional Knowledge

• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Decision-making process

Behavioural Competencies

• Earning Trust
• Communication
• Continuous Learning
• Collaborating
• Work Standards
• Technical/Professional Knowledge and Skills