365 Investment Analyst jobs in South Africa

Overview

Applications Close 17 October 2025

Location: Cape Town, South Africa

Reports To: Investments Manager

• Minimum requirement of a bachelor’s degree which can be FAIS recognised B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. Open to other tertiary qualifications depending on experience and evidence of quantitative abilities

• 2 to 5 years of relevant experience in investments.
• Will be required to be a FAIS compliant representative or work towards obtaining that status.

RisCura complies with the Employment Equity Act and will fill all roles in accordance with our Employment Equity strategy and to the specification of the business area. Applicants who have not heard back from Human Resources within one month of the closing date should consider their application unsuccessful.

• Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios
• Providing portfolio analytics services in relation to discretionary managed clients
• Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
• Understands the construction of client portfolios and products that target different kinds of investment objectives
• Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
• Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.

• Understanding of macroeconomics
• Portfolio construction and manager research experience beneficial
• Pays attention to detail
• Understanding of key risk, performance and attribution concepts
• Safeguards integrity of sensitive client data
• Deals with large quantities of portfolio and market data
• Understanding of portfolio and instrument level information
• Quick learner
• Strong passion for investments
• Strong analytical skills
• Good time management, and able to manage deadlines
• Able to work under pressure and multi-task
• Communicates clearly and politely, both verbally and in writing
• Able to work independently but also be a team player
• Uses initiative, is pro-active and possesses problem solving skills
• Willing to put in long hours when needed; problem solving / solutions focused ability and mindset
• Flexibility and adaptability to ensure delivery of outputs and to maintain a high quality standard at all times
• Self-driven, determined and motivated
• Professionalism in all interactions
• Positive attitude to learning, growing and getting things done
• High level of resilience and emotional maturity is required
• Commitment to learning and development
• Will embrace and live out RisCura’s team culture

• Generation, interpretation and analysis of various analyses useful to the Portfolio Managers
• Data interrogation and analysis
• Develop an understanding of the market, risks and tools as well as systems used
• Aid in the construction and monitoring of portfolios
• Understanding and regular monitoring of investment managers held in our products
• Develop an understanding of all portfolios they work on
• Client report back presentation generation and checking and working toward presenting to clients
• Communication with clients and responding to report queries
• Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
• Client and internal report generation
• Checking of reports generated by other Analysts
• Interpretation and analysis of report results
• Be able to present internally and externally
• Aid in improving processes including automation efforts to improve efficiencies
• Ad hoc analyses
• Manual recalculation of some statistics

• Global Investment Committee
• Asset Allocation Team
• Manager Research
• Research and Development team
• Analysts responsible for reporting team

Market-related

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Company Description

At New Road Capital , we’re excited to be expanding our team as we continue to grow and innovate. This is a great opportunity to join a dynamic environment where collaboration, fresh thinking, and excellence drive everything we do.

The Investment Analyst will be responsible for conducting detailed financial analysis, building models, and providing data-driven insights to support investment decision-making. The role requires strong quantitative skills, coding capabilities, and prior industry experience to evaluate potential investment opportunities, monitor portfolio performance, and enhance internal research processes.

• Perform in-depth financial and valuation analysis on listed and unlisted securities.
• Conduct macroeconomic, industry, and company-specific research to support investment recommendations.
• Build, enhance, and maintain financial models to assess investment opportunities.
• Leverage coding and data science tools to automate workflows, process large datasets, and develop proprietary research tools.
• Assist with portfolio monitoring, risk assessment, and performance attribution.
• Prepare detailed investment reports, presentations, and recommendations for the investment committee.
• Collaborate with the investment team to support investment strategies.

• Bachelor’s degree (postgraduate degree/CFA progress advantageous).
• 2–4 years’ relevant experience in investment research, asset management, or financial services.
• Strong financial modeling and valuation skills.
• Proficiency in coding (Python, R, SQL, or similar) with proven application in investment/financial analysis.
• Advanced Excel skills with ability to integrate automation and analytical tools.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent written and verbal communication abilities.
• Self-starter with ability to work independently and in a team environment.

Job category: Banking, Finance, Insurance. Stockbroking

Location: Durban

Contract: Fixed Term Contract

Remuneration: Market Related

EE position: Yes

We are currently hiring an Investment Analyst to join the KZN Regional Office team on a 12 months fixed-term contract. In this role, the Analyst will perform financial and commercial assessments as well as provide recommendations and comments to Investment Associates and the Regional Manager on all areas of transaction execution.

Research, Analysis, and Preparing Research Reports

• Conduct research and gather data using reliable sources of information.
• Analyse and prepare reports on findings and make recommendations.
• Contribute to the development of a business development strategy when required for the portfolio companies.
• Develop a broad knowledge of corporate finance/private equity macro environment, sector, and specific transactions to support the team in identifying and recommending appropriate mitigation measures on key risk issues for portfolio companies.

Report Writing

• Evaluation of new deals from Pre-Investment for potential investment and prepare the early review report or decline within.
• Perform desktop financial and commercial assessments and provide recommendations and comments to Investment Associates.
• Analyse, compile, and report on market information on a deal-by-deal basis.

Financial Modelling and Preparing Financial Analysis

• Building financial models according to NEF financial modelling methodologies standard models.
• Provide comprehensive financial analysis through the use of approved financial modelling for existing portfolio companies.
• Analyse financial information relating to specific companies, e.g., company results, profit and loss, balance sheet, and cash flow statements to determine the commercial viability of portfolio companies.
• Consider the economic implications which might affect the performance of portfolio companies.
• For additional funding and/or restructure, partake in due diligence exercises at the request of the team member, using approved processes and principles as outlined in the due diligence scope.
• Provide commentary on innovative/optimum/appropriate finance and legal structures for each investment deal ensuring long-term sustainability/viability of the project to the benefit of the client and the NEF.
• Analyse equity valuations of portfolio companies semi-annually.
• Conduct annual site visits to investee portfolio companies.
• Early identification/flagging of potential areas of defaulting clients.

Experience / Skills Required

• Minimum of 1 - 2 years in financial analysis or similar experience in the corporate finance/Banking/DFI environment.
• Experience in deals assessment and ability to apply financial modelling methodologies.
• A generalist in small and medium enterprises (SMEs), franchise, procurement, and entrepreneurship finance areas.
• Understanding of the NEF mandate and investment guidelines.
• Possess good analytical and modelling skills.
• An expert analyst demonstrating high command of the abilities required to perform the role.
• Ability to apply NEF processes with the ability to move beyond the standard process with help to produce highly insightful diagnoses.
• Able to identify important issues and highlight them to the team for consideration.
• Good at knowledge gathering, finding additional relevant information from unusual sources.
• Can develop good, actionable recommendations and a strong contributor in discussions on investment implications.
• Structures own work and meets/exceeds all commitments and targets.
• Participation in team problem-solving and contribute to team effectiveness.
• Willingness to travel.

Qualification Requirements

• Bachelor of Commerce degree in Accounting/Economics/Finance or equivalent.

Personal Attributes/Behaviours/Attitudes

• Analytical thinker and Attention to Detail.
• Business Report writing.
• Strong team contributor.
• Integrity beyond reproach.
• Maintains high levels of work standards.
• Drive and Result Orientation.
• Decisiveness & Action Orientation.
• Ethical Judgement.
• Resilience and Stress Management.
• Building Relationships.
• Customer Service Orientation.
• Interpersonal Agility.
• Teamwork.

Our client is seeking an Investment Analyst to provide portfolio administration (including investment valuations), research, and deal execution support.

Requirements:

• A master’s degree in business or finance will be an added advantage.
• CA(SA) / CFA.
• Experience in supporting execution of investment transactions.
• Sound experience in building & maintaining financial models (non-negotiable).
• Experience in performing DCF and other valuation methodologies on portfolio companies (non-negotiable).

Should you meet the minimum requirements for this position, you can forward your comprehensive CV to Alternatively, you can phone our team on .

Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 3 days, please consider your application unsuccessful.

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Permanent

Remuneration: Market Related

EE position: Yes

To support the Regional Manager in originating, assessing, structuring, and monitoring investment opportunities within the province. The role focuses on assisting in the evaluation of new applications, financial modelling, and deal packaging in collaboration with NEF sector funds at Head Office. The analyst will also play a key role in supporting business development initiatives, stakeholder engagement, and overall delivery of NEF’s developmental and investment mandate in the Free State.

1. Application Assessment and Pre-Screening

• Conduct preliminary assessments of new funding applications to determine eligibility and commercial viability.
• Gather and verify all required documentation from applicants.
• Evaluate applications for compliance with NEF funding criteria and sector priorities.
• Identify applications that require further assessment and prepare requests for additional information.
• Draft initial review reports, including recommendations for progression to due diligence or decline, for Regional Manager’s review.
• Prepare decline and acceptance letters for Regional Manager’s approval.
• Maintain accurate records of all applications, assessments, and outcomes.

• Build and maintain financial models aligned with NEF’s approved financial modelling standards.
• Conduct comprehensive financial and commercial analysis to determine investment feasibility and sustainability.
• Support the structuring of deals in collaboration with sector Funds at Head Office.
• Perform valuation, profitability, and sensitivity analyses under guidance from senior investment professionals.
• Assist in preparing financial sections of investment reports and due diligence findings for presentation tointernal committees.
• Ensure all models and analyses comply with NEF’s investment policies and risk parameters.

• Conduct desktop and field research to support due diligence and market validation processes.
• Collect and analyse sector, competitor, and macroeconomic data relevant to proposed investments.
• Assist in the compilation of due diligence reports and investment submissions.
• Prepare concise analytical summaries and inputs for investment papers led by the Regional Manager in collaboration with Head Office Funds.

• Support the Regional Manager in identifying and developing a sustainable provincial deal pipeline aligned withNEF’s mandate.
• Engage prospective entrepreneurs through meetings, SME workshops, and outreach programmes.
• Respond to walk-in and telephonic enquiries and guide clients through the application process.
• Participate in roadshows, exhibitions, and provincial stakeholder events to promote NEF products and opportunities.
• Maintain a database of prospective clients and assist in tracking leads through to formal application stage.

• Assist the Regional Manager in managing relationships with key provincial stakeholders, including provincial government departments, municipalities, development agencies, and business chambers.
• Support joint initiatives aimed at promoting entrepreneurship and expanding deal flow in underdeveloped districts.
• Represent the NEF in meetings, forums, and SME development events when delegated.

• Track progress of pipeline applications and approved transactions for reporting purposes.
• Maintain a central filing and document-tracking system for regional applications.
• Assist in the preparation of periodic performance reports and presentations.
• Support compliance with internal governance and reporting requirements.

• Minimum of 06 months similar experience in the corporate finance/ Banking/ DFI environment
• Financial modelling and deal assessment experience
• A generalist in small and medium enterprises (SMEs), franchise, procurement and entrepreneurship finance area
• Understanding of NEF mandate and investment guidelines
• Possess good analytical, financial modelling skills and methodologies
• An expert analyst demonstrating high command of the abilities required to perform the role
• Business Report writing skills
• Ability to apply NEF processes with ability to move beyond the standard process with help to produce highly insightful diagnoses
• Able to identify important issues and highlight same to team for consideration
• Good at knowledge gathering finds additional relevant information from unusual sources
• Can develop good, actionable recommendations and is a strong contributor in discussions on investment implications
• Structures own work and meet all commitments and targets and exceeds agreed upon work
• Participation in team problem solving
• Contributions to team effectiveness
• Willingness to travel

• Bachelor of Commerce degree in Accounting / Economics / Finance or equivalent.

• Strong analytical and quantitative skills with proficiency in financial modelling (Excel).
• Good understanding of SME finance and basic investment principles.
• Ability to evaluate business plans, interpret financial statements, and identify key risks.
• Strong written and verbal communication skills for report writing and stakeholder engagement.
• Good interpersonal skills, teamwork orientation, and high attention to detail.
• Familiarity with the Free State economic landscape and small business ecosystem will be an advantage.

Reference: NFR -Abi-1

Your career is our Interest!

Job & Company Description:
Although investing is generally described as putting money into financial schemes, shares, or a commercial venture with the expectation of achieving a profit – We believe that investing into your Future has more than a compound effect attached to it!

I specialise in placing professionals in the investment space! CFAs, Analysts, Chief Investment Officers, and other Investment professionals – Contact us today to grab your Opportunity!

Job Experience and Skills We Seek to Place:

• BCom Accounting/Investment Management/Financial Sciences or related degrees.
• Corporate Finance institute Certifications are a plus.
• SAICA articles/CFA levels completed.
• Strong academic records, awards, and work achievements.
• Financial Modelling Exposure is an advantage!

If you are interested in an opportunity, allow us to represent you in the job market!

600,000.00 - 850,000.00 - Annually

APPLY NOW!
If you are interested in our opportunities, please apply directly.

Our client, a respected player in the venture capital space, is looking for an ambitious Investment Analyst to join their dynamic team in Cape Town. This is a unique opportunity to work closely with high-growth technology businesses shaping the future of Africa and beyond.

About the Company

This firm specialises in early-stage investments across Africa's rapidly expanding tech sector. With a strong track record and a values-driven culture, they combine capital with strategic and operational support to help startups scale sustainably and successfully.

The Role

As an Investment Analyst, you'll become a core part of the investment team, working directly on deals, financial analysis, portfolio management, and reporting. You'll gain exposure across the full investment lifecycle, from due diligence to exits.

Key Responsibilities:

• Conduct financial due diligence, modelling, and valuation of investment opportunities
• Prepare investment papers and industry analyses for internal decision-making
• Support portfolio companies through performance tracking and reporting
• Monitor key performance and impact metrics across investments
• Assist with fund-related activities and investment execution
• Attend industry events and represent the firm within the tech ecosystem

What We're Looking For:

• CA(SA) or CFA qualification
• 1-3 years of experience in finance, consulting, or a similar analytical role
• Strong Excel skills and experience in non-listed equity valuations (advantageous)
• Excellent communication skills and analytical thinking
• Self-starter with a high level of accountability and team orientation

What's On Offer:

• Join a mission-driven, high-performance investment team
• Exposure to leading African startups and VC partners
• Cape Town-based role with flexible work culture (not fully remote)
• Competitive package including potential for performance incentives and equity

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

Introduction

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Play a key role in supporting the investment decision-making process through market and economic research, quantitative and qualitative analysis, as well as interpretation of asset classes, investment vehicles and financial instruments. The analyst will also contribute to client portfolio analysis in portfolio construction and monitoring, helping to ensure alignment with investment objectives, risk parameters, and market conditions.

Requirements

• Investments related degree (Investments Management, Finance etc.).

• Multi Asset Management experience.

• Post graduate qualification (preferred).

• 3-6 years investment / research analysis experience.

• Experience with Portfolio Management systems will be an advantage, including MSCI Barra Portfolio Manager and Performance Analys

• Stakeholder management, analytical and influencing skills.

Duties & Responsibilities

Provide investment research and analysis to support the investment process

• Keep abreast of the external environment in which the segment operates in.

• Complete competitor analysis to assess the strengths and weaknesses of current and potential competitors.

• Analyse investment portfolios and financial instruments based on the outcomes and requirements of the mandate and business requirements.

• Provide research, analysis, and insight to recommend approaches on the construction and management of portfolios.

• Using ongoing research, make recommendations regarding the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied.

• Create awareness of the Outcomes based Investments (OBI) philosophy across the Momentum Group to foster greater understanding and buy-in to the philosophy.

• Ensure that the portfolio management and risk management processes are applied.

• Foster effective working relationships and collaborate within the CoE segments and external stakeholders in order to identify opportunities for investments.

• Monitor measure, attribute, and report on the performance of solutions to ensure the product is managed relative to the outcome defined.

Participate and contribute to manager research initiatives and projects, with a view to improve portfolio delivery and risk management.

• Assist with the analysis and explanation of performance variances.

• Ensure asset allocation views are implemented and aligned according to the OBI view.

• Build broad base financial models to support business decision making and determine potential financial consequences of investment decisions.

• Identify and develop independent research techniques to enhance research output.

• Assist portfolio managers in the production of performance presentations and client feedback sessions.

• Assist and support the broader team KPIs and operational objectives.

Adopt client centricity within area of responsibility (Client Services):

• Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.

• Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client services.

• Deliver on agreed deliverables made with clients and stakeholders in order to ensure that client expectations are managed.

• Build and maintain relationships with clients and internal stakeholders.

Self-management and teamwork (People):

• Positively influence and participate in change initiatives.

• Continuously develop own expertise in terms of professional, industry and legislation knowledge.

• Contribute to continuous innovation through the development, sharing and implementation of new ideas.

• Take ownership for driving career development and willingness to pursue investment

• and/or industry related qualifications.

Contribute to financial controls and planning (Finance):

• Identify opportunities to enhance cost effectiveness and increase operational efficiency.

• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies

• Strategic thinking

• Collaboration

• Client/ Stakeholder Commitment

• Impact and Influence

Recruiter:
Guardian Recruiting

Job Ref:
CPT /CB

Date posted:
Monday, September 1, 2025

Location:
Cape Town, South Africa

SUMMARY:
Global investment advisory and asset management firm seeks smart, dynamic individual to join their growing team.

POSITION INFO:
Investment Analyst (Portfolio Management Team)
Reports to Investments Manager

Qualifications

• Minimum requirement of a bachelor's degree which can be FAIS recognised
• B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent.
• Open to other tertiary qualifications depending on experience and evidence of quantitative abilities.
• Strong, consistent academic transcripts crucial

Experience

• 2 to 3 years of relevant experience in investments analysis or adjacent role
• Will be required to be a FAIS compliant representative or work towards obtaining that status - non negotiable requirement

Purpose of job

• Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios
• Providing portfolio analytics services in relation to discretionary managed clients
• Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
• Understands the construction of client portfolios and products that target different kinds of investment objectives
• Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
• Analyse and monitor the exposures and risks around these portfolios on an ongoing basis
• Provide support to the Portfolio Management team

Key competencies

• Understanding of macroeconomics
• Portfolio construction and manager research experience beneficial
• Pays attention to detail
• Have an understanding of key risk, performance and attribution concepts
• Safeguards integrity of sensitive client data
• Deals with large quantities of portfolio and market data
• Understanding of portfolio and instrument level information
• Quick learner
• Strong passion for investments
• Strong analytical skills
• Good time management, and able to manage deadlines
• Able to work under pressure and multi-task
• Communicates clearly and politely, both verbally and in writing
• Able to work independently but also be a team player
• Uses initiative, is pro-active and possesses problem solving skills
• Willing to put in long hours when needed Problem solving / solutions focused ability and mindset
• Flexibility and adaptability to ensure delivery of outputs and to ensure that a high-quality standard is maintained at all times
• Self-driven, determined and motivated
• Professionalism in all interactions
• Positive attitude to learning, growing and getting things done
• The nature of the job means that a high level of resilience and emotional maturity is required
• Strong working knowledge of Microsoft Excel
• Use of Morningstar, Bloomberg, FactSet a Monthly/daily tasks
• Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
• Client report back presentation generation and checking
• Communication with clients and responding to report queries
• Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
• Data interrogation and analysis
• Understanding and regular monitoring of investment managers held in our products
• Client and internal report generation
• Checking of reports generated by other Analysts
• Interpretation and analysis of report results
• Be able to present internally and externally
• Aid in improving processes including automation efforts to improve efficiencies
• Ad hoc analyses
• Manual recalculation of some statistics

Kindly note that by submitting your application for this career opportunity, you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position, and this information may be shared with the relevant stakeholders in the business.

Please note that only short-listed candidates will be contacted.

Should you not have heard back within a two-week period, please assume that your application was unsuccessful.

All job postings are in accordance with our Client's BEE requirements. Please only send certificates when requested to do so.