288 Investment Firms jobs in South Africa

Company Description

Prime Business Capital is a Johannesburg-based boutique private equity firm and capital raising advisory focused on private capital markets. The firm is an agnostic investor in growth-stage portfolio companies and junior miners across all metals except coal. Prime Business Capital also serves various industries such as real estate, ICT, energy, logistics, manufacturing, and healthcare. The company has a global footprint and collaborates with other investors worldwide, including PE firms, VC investors, and DFIs. ESG and UN SDGs are central to their investment philosophy, with impact investing playing a significant role in their activities.

Role Description

This is a full-time on-site role located in the City of Johannesburg for a Private Equity Professional. The individual will be responsible for performing investment analysis, conducting due diligence, managing private equity investments, and supporting capital raising activities. Day-to-day tasks include financial modeling, market research, developing investment strategies, and collaborating with stakeholders to ensure successful investment outcomes.

Qualifications

• Strong Analytical Skills and experience in Investments
• Proficient in Finance and Due Diligence processes
• Hands-on experience in Private Equity and the use of distribution waterfall contractual model
• Excellent written and verbal communication skills
• Ability to work collaboratively in a team-oriented environment
• Proven track record in managing multiple projects simultaneously
• Experience in the industries served by Prime Business Capital is a plus
• Bachelor's or Master's degree in Finance, Business Administration, Economics, or related field
• A CFA Charter qualification is preferrable.

Overview

Our client, a dynamic private equity and investment management company, seeks an Accountant to join their dynamic team, who can start Immediately or as soon as possible at their offices in Stellenbosch.

Must live in or around Stellenbosch Area.

Salary : Market Related per month, depending on experience

• Grade 12
• Bachelor's Degree in Accounting, Finance, or a related field (Non-Negotiable)
• 4+ Years Relevant experience in as Accountant
• Articles or experience at small audit / accounting practice beneficial or similar work experience
• MS Office - Excel knowledge
• Own Transport

• Assisting with financial reporting
• Assisting with operations reporting
• Calculating and monitoring Capex projects
• Managing overdrafts
• Managing loans and external debt
• Overseeing intercompany loans
• Overseeing shareholder loans
• Compiling Annual Financial Statements
• Coordinating tax planning activities
• Reviewing VAT
• Performing secretarial annual duties
• Maintaining and updating tree structures
• Maintaining and updating organograms

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SUMMARY:

PRIVATE EQUITY FINANCIAL ANALYST - Claremont/Newlands, Western Cape, SA Highly Competitive Package

Recruiter:

HR Genie

Job Ref:

PE Analyst

Date posted:

Friday, May 23, 2025

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:

PRIVATE EQUITY FINANCIAL ANALYST - Claremont/Newlands, Western Cape, SA Highly Competitive Package

POSITION INFO:

PRIVATE EQUITY FINANCIAL ANALYST - Claremont/Newlands, Western Cape, SA

Highly Competitive Package on Offer!

Our Client, a highly reputable and established Private Equity firm is currently in search of a self-motivated Private Equity Financial Analyst who thrives in a high-growth non-bureaucratic environment.

You are entrepreneurial in nature and have solutions orientated, "can do" persona. One would describe you as an extremely innovative, resourceful, analytical and collaborative team player who is very much a self-starter.

Further to this, you have a strong interest/passion in the technology and the energy and resource efficiency markets as well as data management and financial modelling,

Main Purpose of the Role

The Private Equity Financial Analyst requires analytical and technical skillset to drive high quality, timely and comprehensive research, datasets and financial modelling and valuations, that provide the investment team with reliable information on which to base its investment advice.

Being part of the investment deal team, there will be an opportunity to gain an in-depth and high-level overview of a specific sector and the technologies deployed therein. With experience, there is a growth opportunity for the Private Equity Analyst to have greater influence on the Companies investment advisory leadership through rigorous technical financial analysis and market expertise.

Day-to-day responsibilities will entail market research and analysis, origination of fund-fit deals, financial modelling in MS Excel, investment and fund valuations as well as assisting with the negotiation, execution, monitoring, and value creation, and exit of portfolio investments. The core role requires skills such as report writing, the drafting of deal papers and investment memorandums, MS Excel financial modelling and doing valuations for energy infrastructure project finance and growth equity or expansion capital companies .

To be actively involve in close interaction and cooperation with all offices and regional counterparts, as well as market and industry groups and other key third party stakeholders across its clean energy and resource efficiency specialised investment themes.

Key Responsibilities

• Maintain and deliver reliable information to the deal team with the ongoing goal of improving the accuracy, completeness and coverage of financial analysis and sector datasets.
• Deliver accurate, high-quality analysis on prospective and post-investment financial models whilst applying problem-solving skills to identify innovative financing solutions.
• Work with a range of proprietary, industry standard, and open-source data stores to assemble, organize and analyse data.
• Develop research ideas, prototypes, and proofs of concepts both in cooperation with other data analysts/deal team members and as an individual.
• Liaise with investment team to contribute to the future development and strategic direction of the company.
• Continually expand existing technical knowledge in addition to new technologies and tools through training programs and available resources.
• Take ownership and be proactive with key areas of responsibility.
  
  

• A post-graduate degree (MBA, CFA, CA (SA), Masters in Finance or similar)
• 3-5+ Years in areas combining at minimum two of the following: financial analysis, financial valuation, data analysis, energy sector and/or project finance modelling and analysis.
• Experience gained growth equity experience (vs infrastructure) and / or experience at a PE fund (vs advisory) will be highly advantageous!
• Advanced financial modelling in MS Excel (project modelling, forecasting/budgeting, financial structuring, valuation methodologies, refinancing and M&A modelling, sensitivity and scenario analysis), including but not limited financial modelling and valuation skills in renewable energy infrastructure project finance and growth equity or expansion capital investments.
• In addition to advanced Excel (ideally experience with macros and VBA), strong PowerPoint, MS Word and MS Teams skills.
• Preparation skills in presentation including inputs to deal teasers, investment documentation and presentations, deal pipeline, and other supporting documentation and analysis.
• Proven data analytical skills and experience i.e. extraction, data management, data visualization, data modelling, data science, business analysis, project management.
• Proficiency in accounting treatment and tax.
• Willingness to travel within the African Region as well as abroad to international destinations for deal meetings, conferences and investor meetings.
  
  

• The ability to prioritize, multi-task, and deliver to deadlines.
• Creative problem-solving skills and strategic/analytical thinking.
• Fluency in English with excellent written and verbal communication skills (other languages like French are an advantage).
• Attitude: committed, driven, hardworking ethic
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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*hiring on behalf of our client

Title:

Private Equity Acquisition Manager

Time: Full-Time (EST)

Location: Remote

Compensation: R700,000/y

The Company

Our client

is the premier real estate development firm along the Carolina Coast, specializing in oceanfront timeshare and resort condominium development in the Myrtle Beach market. The firm is also active in commercial, residential, and mixed-use projects. 

Role Overview:

As a Financial Analyst, you will play a key role in evaluating investment opportunities, conducting due diligence, and developing robust financial models. You will support strategic initiatives through detailed market research and performance tracking, contributing to informed investment decisions.

Key Responsibilities:

● Financial Modeling & Analysis:

○ Build, maintain, and refine complex financial models for investment and strategic decision-making.

○ Conduct valuation analyses and scenario planning.

○ Prepare investment memos and financial reports for stakeholders.

● Due Diligence & Research:

○ Conduct comprehensive due diligence for potential investments or acquisitions.

○ Analyze industry trends, competitive landscapes, and financial performance.

● Strategic Insights & Recommendations:

○ Evaluate financial implications of new business opportunities.

○ Deliver actionable insights and recommendations based on analysis.

● Collaboration & Communication:

○ Work cross-functionally with internal teams and external partners.

○ Present findings clearly and effectively to senior management and stakeholders.

Qualifications:

● Bachelor's degree in Finance, Economics, Accounting, or a related field.

● Advanced proficiency in Excel, including financial modeling and data analysis.

● Experience in investment banking, private equity, or real estate acquisitions.

● Strong understanding of financial statements and valuation techniques.

● Excellent analytical, organizational, and communication skills.

Preferred Skills:

● Familiarity with data visualization tools (e.g., Tableau, Power BI).

● Experience working with financial software or platforms.

● Knowledge of M&A processes and investment evaluation frameworks.

As an Associate, you will play a crucial role in ensuring the accurate and timely processing of Net Asset Values (NAV) for assigned funds, along with overseeing investor allocations and financial operations. You will serve as the primary contact for client communications and audits, while also collaborating with various internal teams to enhance operational efficiency. This position demands a strong understanding of financial operations, regulatory compliance, and the ability to manage complex client relationships.

From a high-level perspective, the core responsibilities that form your role are broken down into the following 7 categories:

1. NAV Calculation and Investor Allocations

2. Client Communications and Audit Management

3. Financial Operations

4. Collaboration and Coordination

5. Audit and Financial Statement Preparation

6. System Setup and Client Onboarding

7. Risk and Compliance Responsibilities

Your Daily Tasks

The following are the tasks linked to the Core Responsibilities that will be expected as part of this role:

1. NAV Calculation and Investor Allocations:

Includes (but not limited to) the following tasks:

a. NAV Support: Collaborate with the operations team to calculate the Net Asset Value of assigned funds, ensuring accurate investor allocations.

b. Expense Management: Monitor bank accounts and client communications to ensure the accurate booking of expenses related to the funds.

2. Client Communications and Audit Management:

Includes (but are not limited to) the following tasks:

a. Client Liaison: Act as the lead point of contact for all client communications and audits, ensuring that all inquiries are addressed promptly and effectively.

b. Audit Coordination: Coordinate with FS Prep Team and external auditors to facilitate the audit process, ensuring all required documentation is prepared and provided.

3. Financial Operations:

Includes (but are not limited to) the following tasks:

a. Fee Calculations: Calculate management fees, carried interest, and performance fees for the funds, along with ensuring accurate period accruals.

b. Pricing & Valuation: Price all investments held by the fund using Bloomberg or third-party pricing support, ensuring accuracy and compliance with industry standards.

c. Reconciliation: Process trades, positions, P&L, and cash reconciliations. Develop and implement new reconciliation templates using data management tools.

4. Collaboration and Coordination:

Includes (but are not limited to) the following tasks:

a. Team Liaison: Work closely with the Investor Services and Treasury Services teams for activities related to the funds under your supervision.

b. Client Implementation: Assist in managing the client implementation process for new business, ensuring the timely rollout of NAV packs and associated deliverables.

5. Audit and Financial Statement Preparation

Includes (but are not limited to) the following tasks:

a. Financial Reporting: Manage the year-end audit and financial statement preparation process for all assigned funds, ensuring compliance with regulatory requirements and internal policies.

6. System Setup and Client Onboarding

Includes (but not limited to) the following tasks:

a. Client Onboarding: Lead the operations team in client onboarding processes and system setups, focusing on interface programming and portfolio reporting.

b. Process Understanding: Develop a thorough understanding of the structure, capital activity processes, waterfall calculations, and valuation intricacies for both closed-ended and open-ended funds.

7. Risk and Compliance Responsibilities:

Includes (but not limited to) the following tasks:

a. Compliance Tasks: Perform routine compliance checks and adhere to company risk and compliance processes and policies.

b. Record Keeping: Maintain organized records of compliance documents and reports.

c. Assistance in Audits: Provide support during internal audits and compliance reviews.

d. Research Support: Assist in research for compliance-related queries and regulatory information.

e. Learning and Development: Engage in learning opportunities to understand compliance principles and regulations.

Additional Strategic Expectations
• Share insights to enable development of new processes and procedures that will create business efficiency and support delivery of client excellence in service.
• Maintain awareness of industry, regulatory, jurisdictional, and other trends that could affect the business.
• Contribute to the creation, development and implementation of new products and solutions to accommodate the businesses continuous changing needs.
• Collaborate cross-functionally with operations staff, business users, project, and implementation managers to achieve desired and elegant solutions.

Required Skills & Experience

Are you getting excited? We are! Before we get too carried away, there are a few requirements you'll need to check off before you can apply for the position:
• Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Professional certification (CFA, CAIA, CPA, etc.) is a plus.
• Experience: 2-4+ years of experience in private equity fund administration or a similar role, with a focus on NAV calculations, financial reporting, and investor allocations.
• Familiarity with private equity fund administration software such as Investran, Bloomberg, eFront, or similar systems.
• Strong Excel skills, including data analysis, financial modeling, and report generation.
• Solid understanding of fund structures, including capital calls, distributions, and performance metrics (IRR, multiple of invested capital).

Overview

Allocator is a software and data-as-a-service company, that provides integrated data management solutions to the alternative investments industry. We champion the pursuit of clarity, opportunity, and efficiency for capital allocators around the world and are fast becoming the innovation partner of choice for the world’s leading investment offices. We help private markets investors transform their investment operations and research processes by providing a world-class data and analytics platform to support their investment decision support systems.

At Allocator our people and culture are at the heart of our success and are driven by excellence, inclusion, and fun. We strive for excellence through innovation in a collaborative, diligent, and agile environment and are always looking for great people to work with us to build the next generation of data management and software solutions for the alternative investment management industry.

As a Private Equity Fund Data Analyst at Allocator, you are in charge of managing Allocator's data across global markets. The data team is the backbone of our business and collaborates with all other teams to ensure that we deliver the best quality data to our customers. As a Private Equity Fund Data Analyst in the Data Division, you will need to work closely with the customer success, product, and technology teams, taking responsibility for data coverage, quality, and timeliness to ensure our data is delivered to our clients at the highest standards. The Data Analyst will form closer links with providers related to data acquisition processes and gain expert knowledge of our private and public markets database.

• Determine, monitor, and report the quality of client data
• Ensure data is in a consistent format and in line with onboarding arrangements
• Coordinate with the Customer Success Team to focus on joint issues arising between Client success and Data
• Liaise with the internal data, product, and technology teams to ensure client deadlines and needs are met
• Support the data team on other functions as needed (e.g. update of funds, mappings, client reports, etc.)
• Help Fund managers to navigate and utilise the Allocator platform
• Opportunities to work on other initiatives across the company
• Work closely with an international team building out the next generation of data technology systems for private markets investors

• Excellent communication skills both written and verbal with strong interpersonal skills
• An interest in financial markets and the investment management industry
• 2 to 4 years of experience dealing with private markets data, is a big plus
• Strong analytical skills and high attention to detail, with proficiency in Excel
• Team player with the ability to work collaboratively within a team environment but the candidate should also be able to work well independently
• Structured, organised, and meticulous with the ability to work under pressure
• Highly motivated with an entrepreneurial spirit
• Undergraduate degree (Bcomm) specialising in Investment Management, Accounting, Business Management, or Finance

• Flexible working
• Participation in the company equity scheme
• Professional development budget (eg. CFA/CAIA)
• Private medical cover
• Pension Plan Contributions
• Monthly socials, snacks, weekly team drinks, etc.

Allocator is committed to continuing to make diversity, equity, and inclusion part of everything we do – from how we build our products to how we build our workforce.