Responsible Investment Analyst at Nedbank

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.
• Proxy voting gap cover and company engagements
• Assessing company AGM resolutions and providing voting recommendations
• RI reporting and annual stewardship report
• Continuous research and development of RI criteria used in the Equity carve out, including annual client surveys
• Engage fund managers and stakeholders on RI issues
• A decent understanding of JSE's listing requirements regarding corporate governance and reporting
• The ability to assess whether a companies remuneration policies are fair, provide appropriate incentivisation and are aligned with shareholders
• Use quantitative and qualitative analysis to make investment recommendations and strategic decisions.
• 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.
• 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.
• 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.
• 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.

Essential Qualifications - NQF Level

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

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

Key Requirements

• Passionate about Responsible Investments (RI)
• An understanding of the sustainable investment and ESG landscape
• Familiarity with the proxy voting policies and procedures
• Good understanding of best practice Corporate Governance, Kind codes etc.
• Good knowledge of the SA equity market
• FAIS Affected
• FAIS Affected - Yes

Qualification

• Chartered Financial Analyst (CFA) /M.Com (Finance specialisation)/ Actuarial Sciences

Experience Level

• 3-5 years in an Equity Analyst position or a similar environment.