213 Investment Analyst jobs in South Africa

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: 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.

• 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.

Overview

Equity Investment Analyst

• Economic data reporting & analysis
• Filtering and monitoring of the investable universe
• Accurate implementation of trade execution decisions made by Invescom
• Improving our investment process to minimise the occurrence of errors and to improve both individual and team productivity / efficiency
• Proactive and professional engagement with clients and service providers (internal and external) to ensure excellent management of our portfolios / funds
• Fulfil any reporting requirements, accurately and within their deadlines
• Manage portfolio liquidity / cash and daily administration
• Professional, accurate and timeous handling of standard investment communications and queries

• Appropriate degree, honours preferable, with quantitative focus, e.g. / / Investments
• or alternatively a
• CFA would be an advantage
• Minimum of 2 years’ equity analyst experience
• Experience in analysing financial or industrial companies would be preferable
• Meet FAIS requirements or be willing to write the Reps exam
• Proficient in Microsoft office and particularly Excel
• Financial modelling

Reference: NFR -Abi-1

The candidate will be involved in all aspects of investment and asset management for infrastructure investments. Responsibilities also include researching, analysing and provision of relevant information under the supervision of the Investment team as mandated by the CIO and Head of Portfolio: Infrastructure.

Key Performance Areas:

• Building of Excel-based infrastructure financial investment/portfolio models as required by the team.
• Assistance of investment due diligence including key economic, financial, and related technical considerations.
• Preparation of infrastructure investment related management reports, including company bores and CEO report.
• Assist with and manage the process for the acquisition and disposal of infrastructure assets (FICA, KYC documents, signing of resolutions, coordination of the companies’ documentation packs etc.).
• Following global infrastructure market trends, collating infrastructure research material and analysing outlook which may affect the company's portfolio, prepare and summarize for Investment team.

• BCom in Financial Accounting, Economics, Math/Stats or related Degrees and/or Bachelor of Business Science (BBusSc)
• Advanced knowledge of Microsoft Excel

• 2 – 3 years post qualification experience in the financial services industry and exposure to infrastructure investing (minimum 2 years).
• Prior work experience could be in corporate finance (M&A), project finance or private equity/infrastructure (investment fund).
• Building and updating detailed project finance models from scratch.

- - Annually

If you are interested in this opportunity, please apply directly.