Equity Research Analyst

Job Classification

Requisition 142918 - Melissa Cloete

Location - Nedbank Clocktower Campus V&A Waterfront Cape Town

Business Unit - Nedbank Private and Wealth; Investment Management

Closing Date - 30 January 2026

Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups

Job Family

Career Stream

Leadership Pipeline

FAIS Affected

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 Wealths valuation framework.
• Formulate investment recommendations in accordance with Nedbank Private and Wealths investment framework in order to enhance client outcomes.
• Contribute to Nedbank Private Wealths 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 Wealths 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

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 Analyst role within a Financial Services Industry.
• FAIS RE5 certification is essential.
• Certified Financial Analyst (CFA) - would be advantageous

Technical / Professional Knowledge

Behavioural Competencies