6 Investment Analysis jobs in Gauteng

Requisition Details and Talent Aquisition Contact

REQ ID: Michelle Thabethe

Location: Sandton

Cluster: SOCIAL IMPACT UNIT

Closing date: 13 October 2025

Job Family

Product, Process and Product

Career Stream

Product

Leadership Pipeline

MO

Job Purpose

To deliver, manage, monitor, evaluate and implement Corporate Social Investment (CSI) programmes within agriculture, energy, water, and waste sectors, aligned to Nedbank's CSI Green Economy strategy, in order to advance the bank's vision and purpose of sustainable growth and environmental stewardship.

Job Responsibilities

• Achieve Corporate Social Investment (CSI) project objectives by implementing change & portfolio management interventions that deliver the required return on investment.
• Monitoring and Evaluation functions.
• Responsible for ensuring process alignment and applying world-class project management tools.
• Identify, build, and manage relationships with internal and external stakeholders to prioritize needs, deliver on existing project investment and ensure strategic alignment to outcomes and SROI. Scale and replicate existing projects from concessionary to commercial funding opportunities
• Align the various CSI arms within the bank to a common strategic purpose and overarching objectives.
• Manage and develop direct reports to achieve individual performance targets and overall team objectives.
• Promote, champion, and adhere to governance requirements within the Corporate Social Responsibility function.
• Achieve targets for skills development, job creation, and enterprise support as outlined by the unit's objectives.
• Identify and recommend improvements to business processes and systems to enhance operational efficiency and value addition for Nedbank.
• Maintain an effective project administration system by capturing, updating, and managing relevant project information.
• Identify areas for improvement by reviewing Corporate
• Social Responsibility policies, procedures, guidelines, and market trends.
• Provide feedback on initiatives by compiling and submitting accurate, timely reports to relevant stakeholders.
• Conduct site visits.
• Upskill junior staff members in the team.
• Attend and represent the bank at key events and on media platforms to raise awareness of Nedbank CSI initiatives and strengthen the bank's brand image
• Contribute to the conceptualisation, planning, and execution of flagship Nedbank Social Impact Events, such as the Nedbank Green Economy Indaba.
• All other duties as assigned.

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• B.Comm Economics, Finance, Environmental and Social Development, Project Management

Preferred Certifications

• Project Management, M&E

Minimum Experience Level

• 7- 10 years

Technical / Professional Knowledge

• Implementing strategic plan
• Business Acumen
• Product management
• Agile methodologies
• Business Analysis
• Problem solving skills
• Strategic planning
• Industry Knowledge
• Business Communication
• Future Thinking

Behavioural Competencies

• Leadership Determination
• Thriving in Ambiguity
• Coaching
• Ignite Passion
• Digital Acumen
• Technical/Professional Knowledge and Skills

JOB DESCRIPTION

Responsible for Portfolio Management and Reporting within the organisation

QUALIFICATION

• SB Com Honours, CA or equivalent post graduate qualifications
• .CFA an added advantage

**.

JOB EXPERIEN**

• CE8 to 10 year's relevant experience in Credit Risk/Finance/Investment Banking in a financial institutio
• n.Portfolio management experien
• ceKnowledge and understanding of credit risk and any associated risks prevalent in the financing of transactions/projects will be an advanta
• geExcellent analytical, verbal and written communication skil
• lsPreferred knowledge of regulations and compliance requirement

**s.

ROLES AND RESPONSIBILIT**

• IESProduce trend analysis reports and sector risk reviews and run sensitivities for concentrations and deviations to expected performance, and recommend strategies to keep the risk within acceptable leve
• ls.Perform proactive ongoing credit monitoring and risk management at a portfolio level and recommend strategies to keep portfolio risks within stipulated acceptable leve
• ls.Monitor and report on the performance against the Board approved risk appetite levels and threshol
• ds.Monitor trends of internal risk grades and produce summary reports that provide insight as to whether rating standards, protocols, and policies are consistently applied across portfolios and secto
• rs.Recommend stress testing of the book against approved and emerging risk parameters to be conducted by the Quantitative Modeling team and input the results into the analysis of the adequacy of capital and provisions, as well as generating updates on industry risk positio
• ns.Develop and prepare statistics and report on portfolio trends, and assist the Head of the department and the Chief Risk Officer in preparation to lead the IMC process
• es.Provide relevant and required information to present to lenders and rating agenci
• es.Involvement in policy formulation and policy review across a range of key risk management issu
• es.Development of credit risk systems and procedures, ensuring that these are well managed to support the corporation's business strategi
• es.Attendance of Investment Monitoring Committees and providing advice on portfolio matte
• rs.Providing advisory services to Strategic Business Units (SBU's) on Portfolio risk matters and assisting in structuring dea
• ls.Working with credit risk managers to help ensure that the risks are fully understood by Portfolio Management and are consistent with the firm's client objectives and risk constrain
• ts.Understanding how macro-economic factors drive the investment decision making proce
• ss.Supporting the creation, production and delivery of supervisory and marginal reports pertaining to risk management and performance attribut
• ionMonthly and quarterly reporting to Executive committee and Board Risk & Sustainability Committ
• ee.Performing ad hoc reporting and analyses to help address real time demands of senior members of the te

am.

Location: Pretoria, Gauteng

Salary: Market-related, highly competitive package

Employment Type: Permanent

About the Opportunity:
A leading institutional investment firm is seeking a dynamic and analytical Assistant Portfolio Manager to join their Listed Investments team , with a focus on the resources and mining sector . This role is ideal for a finance or investment professional with a solid grounding in equity research, portfolio analysis, and financial modelling , and a keen interest in the commodities and mining space.

You will support senior portfolio managers by conducting sector analysis, developing investment theses, and making recommendations that drive strategic portfolio decisions across the resources sector.

Key Responsibilities:

• Conduct in-depth fundamental equity research on mining and resources companies.

• Analyse market, sector, and commodity trends to identify investment opportunities.

• Develop and present investment cases and valuation models to the portfolio management team.

• Assist in the construction and monitoring of resources-related investment portfolios .

• Prepare detailed financial models, performance reports, and sector analyses .

• Contribute to ongoing strategy discussions and portfolio reviews.

Requirements:

• Bachelor’s degree in Finance, Economics, Investments, or a related field (Honours or postgraduate qualification preferred).

• CFA or progress toward CFA will be a strong advantage.

• Minimum of 5+ years’ experience in investment analysis, equity research, or portfolio support.

• Proven exposure to the mining and resources industry, through analysis, transactions, or client portfolios, is essential.

• Strong financial modelling , valuation, and analytical skills.

• Excellent report-writing and presentation ability.

• Proficiency in Bloomberg, Excel, and investment analysis tools will be advantageous.

Personal Attributes:

• Commercially astute and detail-oriented.

• Strong problem-solving and research capabilities.

• Able to work independently and collaboratively within an investment team.

• Passionate about the markets and the resources sector.

Why Apply?
This is an opportunity to join one of South Africa’s most reputable investment environments, offering exposure to high-value portfolios, mentorship from seasoned investment professionals, and a clear growth path within portfolio management.

Company Description

Solver Property Services has been effectively managing complexes since 2005 with a commitment to transparency and community engagement.

Role Description

This is a full-time hybrid role for a Portfolio Assistant for Sectional Title Management at Solver Property Services. The role is primarily located in Bedfordview but allows for some remote work. The Portfolio Assistant will be responsible for day-to-day tasks related to managing schemea, portfolio management, and maintenance management.

Qualifications

• Analytical Skills
• Strong Communication skills
• Experience in Portfolio Management or assistance herein
• Ability to work independently and collaboratively
• Experience in property management is a plus
• Strong written skills

About the Company

Coca-Cola Beverages South Africa (CCBSA) has an exciting opportunity in our Finance department. We are looking for a talented individual with relevant skills and experience as a Country Lead: Financial Planning and Analysis, based in CCBSA Midrand. The successful candidate will report directly to the Financial Director.

About the Role

The Country Lead: FP&A will play a crucial role in overseeing financial planning and analysis for the organization.

Key Outcomes

Drive Compliance and Close-Out of Audit Findings

Ensure full compliance with ERP (MSD) financial protocols and internal control standards by monitoring adherence and facilitating timely closure of all internal and external audit findings (e.g., Deloitte, Internal Audit), meeting deadlines agreed upon with auditors and stakeholders.

Maintain Up-to-Date Finance Governance Documents

Lead the review and drafting of finance policies and procedures, ensuring they are current, accessible on the shared drive, and aligned with internal control frameworks and group finance requirements.

Deliver Accurate and Insightful Financial Reporting

Oversee the timely preparation and delivery of monthly internal financial reports, management packs, budget packs, and board pack inputs—ensuring accuracy, alignment to business performance, and actionable insight for decision-making.

Lead Budgeting and Forecasting Cycles

Coordinate the end-to-end annual budgeting and forecasting processes, including income statement budgeting for assigned cost centers and tactical balance sheet planning, ensuring timely submissions and alignment with strategic financial objectives.

Enhance Financial Planning and Analysis Capability

Improve FP&A processes by refining scorecards, enabling cross-functional performance tracking, delivering meaningful variance analysis, and supporting operational leaders with financial advice and performance commentary.

Ensure Strategic Alignment with CCBA Financial Objectives

Actively engage with CCBA Group finance functions to align country-level reporting, planning, and performance tracking with group-wide FP&A objectives, ensuring country contributions are consistent with strategic targets.

Champion Business Partnering and Decision Support

Deliver a customer-centric finance function that acts as a strategic business partner—constructively challenging assumptions, supporting key initiatives, and enabling informed decision-making through robust analysis and financial insight.

Build Finance Capability and Data Ownership

Support capability development across the finance team through coaching, training, and technical support (e.g., use of Tableau, EDW, and HFM), while owning and overseeing the execution of country-specific tasks across these platforms to ensure data integrity and reporting accuracy.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• Professional qualification: CPA (K)/ACCA (A), CIMA.
• Added advantage: Certified Accreditation (e.g., CA(SA), MBA).

Experience

• 5–7 years of financial experience, with at least 5 years in management roles.
• Proven track record in finance leadership roles with responsibility for decision-making and strategic oversight.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and presentation abilities.
• Proficiency in financial modeling and forecasting.

Preferred Skills

• Experience in the beverage or FMCG industry.
• Proficiency with ERP systems, especially MSD, is highly beneficial.

Pay range and compensation package

Competitive salary based on experience and qualifications.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.