107 Investment Analyst jobs in South Africa

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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Key responsibilities will include amongst others:

• Investment research across asset classes from a top-down perspective.
• Bottom-up company/stock research on local and global markets.
• Develop and evaluate financial models on companies.
• Perform valuation analysis on company shares.
• Make investment recommendations based on research conducted.
• Present investment ideas and updates to the investment team and portfolio managers.
• Involvement in the performance reporting cycle
• Responsible for monthly and quarterly performance procedure
• Undertake ad hoc research requests from portfolio managers.
• Keep abreast of current market and industry developments.
• Work alongside the compliance team in monitoring portfolio mandates from a compliance perspective.
• Portfolio performance analysis.
• Be a member of and contribute to model portfolio sub-committees.
• Enhance company brand and profile through media contributions that could include commentary on company result updates, written investment-related articles, journalist interviews and webinar presentations etc.

Key Results areas:

• Researching and presenting investment ideas based on thorough analysis.
• Presenting emerging investment themes and interesting topics.
• Portfolio manager support.
• Developing and maintaining models and screeners
• Portfolio manager mandate monitoring.
• Investment performance analysis.
• Building company profile through publication of research across numerous media platforms.

Qualifications and Experience required:

• Relevant graduate qualification (BCom, BSc, B.Bus.Sci).
• Preferably 3 years minimum investment research experience .
• Strong quantitative skills or programming experience
• Understanding of financial statements and financial analysis.
• MS Suite (Excel, Word, Outlook).
• Critical reasoning skills.
• Great communication skills and are able to present ideas clearly in English (both written and verbal).
• A professional approach.
• Proactive and confident.
• A team player with strong collaboration skills.
• Motivated and able to learn new skills and concepts independently .

Skills

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Who are we?

Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Alternative Investments (SAI)
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.

The SME Investment Analyst is responsible for assessing and managing the credit risk of small and medium-sized enterprise (SME) clients. The role involves analyzing financial information, evaluating business risks, and making informed credit recommendations to support sound lending decisions and portfolio growth.

• Responsible for researching, analysing and provision of relevant information and recommendations regarding investment attractiveness.
• Analyses an SME's position within its industry, sales and profit estimates, projected rates of return on capital, total equity, asset utilisation and leverage.
• Projects short- and long-term cash flows and ability to service and repay debt.
• Assists with annual reviews, report backs and explain performance variances.
• Makes recommendations for the initial loan facility, renewals and/or amendments.
• Responsible for post investment monitoring and liaison with support staff including fund accountants, legal, operations etc.

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embracesdiversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business inSouth Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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An established venture capital firm is seeking a motivated Investment Analyst to join their team in Cape Town .

As an Investment Analyst, you will support the investment process by conducting financial due diligence, preparing investment documentation, monitoring portfolio performance, and assisting with fund management activities.

This is an in-office role designated for Employment Equity (EE) candidates.

Key Responsibilities:

• Conduct financial modelling, valuation, and company and industry analysis to support investment decisions.
• Prepare investment papers, reports, and presentations for internal and external stakeholders.
• Monitor portfolio performance, including financial and impact reporting, with detailed valuation work.
• Support the execution, management, and reporting of investments and interact with portfolio companies and investment partners.
• Travel nationally and regionally to attend industry events and training as required.

Qualifications and Experience:

• CA, CFA, or Honours degree in finance or a related field
• Between 1 to 3 years of relevant experience, preferably in finance, consulting, or a fast-paced analytical setting.
• Experience with non-listed equity valuation and financial modelling is preferred.
• R720,000 – R840,000 CTC / year, depending on experience.
• Remuneration package aligned to experience, potentially including performance and equity incentives.

• Seniority level Associate

• Employment type Full-time

• Job function Accounting/Auditing and Finance

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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.

Reference: NFR003294-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.

• Minimum requirement of a bachelors 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

• 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

• 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

• 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

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.