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Investment Desk Officer
- To be advised
- Permanent, Full Time
- Closing in 22 days
- Nedbank Private Wealth
The role holder will work on the Investment Desk gaining exposure to strategic portfolio management. This is the perfect role for professionals looking to diversify their skill set and take their investment career to the next level.
Responsibilities & Duties:
Portfolio Implementation: Work closely with the team to execute and monitor discretionary portfolios, ensuring compliance with the NPW house view.
Client-Focused: Maintain a strong client-centric focus, ensuring portfolios meet individual client needs and performance expectations.
Reporting & Governance: Contribute to the preparation of investment performance reports for internal governance meetings, including Investment Committees and Exco/Board.
Process Improvement: Help optimize procedures and controls within the desk to ensure efficiency, accuracy, and regulatory compliance.
Skills and Experience:
Investment Knowledge: Understanding of investment products, asset classes, and discretionary portfolio management and trade execution - Advantageous.
Regulatory Awareness: Familiarity with investment product legislation, tax implications, and compliance within the financial services industry - Advantageous.
Previous experience in investment operations, portfolio management, or a dealing role is advantageous.
Strong desire to learn and broaden your expertise within the investment space.
Qualifications:
Investment-related qualification (e.g., CISI Investment Operations Certificate) – Desirable.
Apply via our careers portal: http://nedbank.peoplehr.net/Pages/JobBoard/Opening.aspx?v=4184c81c-1266-4b71-af7a-c93793aa9f27
