Equity Research Analyst: AI-Driven Investment Insights

Nedbank; Cape Town; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Nedbank Private Wealth seeks a high-calibre equity analyst to join the Cape Town team. You will research SA and international listed equities, generate actionable investment recommendations, and contribute to portfolio decision-making.

The role offers exposure to fund management pathways, including AI-enabled research practices and ongoing professional development within Nedbank Private Wealth. Capetown-based, on-site work environment.

Qualifications

• Matric/Grade 12 or National Senior Certificate is required.
• Advanced Diplomas/National 1st Degrees are preferred.
• Progress toward CFA or CFA qualification is advantageous.

Responsibilities

• Research and analyse South African and international listed equities, including commodity-related sectors.
• Produce clear research reports, valuation models and investment recommendations.
• Monitor company results, industry developments, commodity cycles, macroeconomic trends and global market developments.
• Use AI, data and research tools to enhance productivity, idea generation and investment insight.
• Assess investment opportunities using financial analysis, valuation, scenario analysis, ESG considerations and portfolio fit.
• Present investment views and recommendations at investment meetings and other relevant forums.
• Contribute to investment strategy discussions, house views and portfolio decision-making.
• Support portfolio managers with idea generation, portfolio monitoring and risk assessment.
• Engage professionally with company management, sell-side analysts, external research providers and other stakeholders.
• Maintain research models, databases, watchlists and investment process tools to a high standard.
• Develop fund-management capability through exposure to portfolio construction, position sizing, risk management and mandate requirements.
• Vote shareholder proxies in line with Nedbank Private Wealth’s Proxy Voting Framework.
• Contribute to a culture of intellectual curiosity, collaboration, continuous learning and high-quality investment thinking.

Skills

Data analysis

Business writing

Governance, Risk and Controls

Industry trends

Decision-making

Earning Trust

Communication

Work Standards

Technical/Professional Knowledge

Education

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

B.Com, B.BusSci, CA(SA), CFA or equivalent investment-related qualification

Progress toward, or completion of, the CFA qualification would be advantageous

Tools

Microsoft Office

Job description

Nedbank Private Wealth seeks a high-calibre equity analyst to join the Cape Town team. You will research SA and international listed equities, generate actionable investment recommendations, and contribute to portfolio decision-making.

The role offers exposure to fund management pathways, including AI-enabled research practices and ongoing professional development within Nedbank Private Wealth. Capetown-based, on-site work environment.