Multi-Management Investment Analyst at Nedgroup Investments

Job Purpose

Nedgroup Investments is recruiting for an Investment Analyst (6 month contractor) to join our Multi-Management investment team. The purpose of the role is to provide input to the multi manager team across numerous areas including fund research and reporting and oversight of fund management process for the purpose of growing assets under management and achieving the required investment return objectives.

Job Responsibilities

• Communicate fund performance and positioning to sales and distribution team. Communicate fund performance and positioning to Nedbank Financial Planners and Nedbank Private Bankers.
• Communicate fund performance and positioning to independent Financial Advisors and Asset Consultants. Manage relationships with potential and existing Asset Managers with whom we invest.
• Conduct thorough investment research by using quantitative and qualitative methods.
• Make appropriate investment recommendations based on research conducted.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).
• Participate and support corporate responsibility initiatives for the achievement of business strategy (eg: . Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
• Monitor investment funds regularly by Risk and Compliance Officer using regulatory guidelines.
• Attend monthly investment management meetings for fund review and oversight.
• Conduct research and due diligence prior to investing underlying funds.
• Ensure timely production of reporting material by gathering and presenting relevant information.
• Adhere to the Chartered Financial Analyst (CFA) Code of Conduct for investing.
• Day to day management of funds by implementing relevant processes.
• 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 (eg: operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.

People Specification

Essential Qualifications - NQF Level

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

Preferred Qualification

Chartered Financial Analyst (CFA) and post graduate degree in Finance and Economics.

Essential Certifications

Preferred Certifications

Type of Exposure

• Interacting with various levels of management
• Influencing stakeholders to obtain buy-in for concepts and ideas.
• Answering customer questions
• Sharing information in different ways to increase stakeholders understanding
• Communicating complex information orally
• Brainstorming ways of improving a product or situation
• Communicating complex written information.
• Challenging the status quo with a view to improving the environment or people's understanding
• Identifying trends
• Conducting gap analysis

Minimum Experience Level

• 3-5 years experience in similar or related role

Technical / Professional Knowledge

• 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
• Business Acumen

Behavioural Competencies

• Applied Learning
• Communication
• Customer Focus
• Decision Making
• Managing Work
• Technical/Professional Knowledge and Skills