Equity Research Analyst at Nedbank

Job Purpose

• This is an opportunity for candidates who wish to join the high performing and process driven Nedbank Private Wealth Investment team. 
• 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 JSE listed and global equities across various industries.

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 and Wealth’s valuation framework.
• Formulate investment recommendations in accordance with Nedbank Private and 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 and Wealth's Proxy voting Framework.

Job Responsibilities (cont)

• Share knowledge and industry trends with the team and stakeholders during formal and informal interaction.
• Update and maintain various databases
• 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 Chartered Financial Analyst.

Essential Certifications

Preferred Certifications

• Chartered Financial Analyst.

Minimum Experience Level

• 3 years experience in an Equity/Listed Property Analyst role within a Financial Services Industry.
• FAIS RE5 certification is essential.
• Certified Financial Analyst (CFA) - would be advantageous

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

Closing Date - 30 January 2026