166 Investment Firms jobs in South Africa

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.

Technical Requirements

• A post-graduate degree (MBA, CFA, CA (SA), Masters in Finance or similar)
• 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.

Characteristics :

• 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).

To apply to this role, please forward an updated and detailed copy of your CV

Financial Analyst • Cape Town, South Africa

Must preferably be available immediately!

Salary: Market Related per month, depending on experience

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

Requirements :

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

Duties include, but are not limited to :

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

Highly Competitive Package on Offer!

Our Client, a highly reputable and established Private Equity firm is currently in search of a self-motivated Senior Private Equity 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.

Technical Requirements

A post-graduate degree (MBA, CFA, CA (SA), Masters in Finance or similar)

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.

Characteristics :

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).

To apply to this role, please forward an

updated and detailed copy of your CV

Equity Analyst • Cape Town, Western Cape, South Africa

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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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Our client is looking for an individual to take on the role of a Private Equity Accountant.

Responsibilities:

1. Ensure proper accounting for investment structures, lower tier/subsidiary trial balances, tax blockers and alternative investment vehicles (AIVs), equity method accounting and consolidation.
2. Review the Administrator’s accounting for investment structures, lower tier/subsidiary trial balances, tax blockers and AIVs, equity method accounting and consolidation.
3. Responsible for performing a variety of accounting, analytical, & financial reporting duties ensuring investor activity reporting is prepared and completed appropriately.
4. Be technically competent regarding relatively complex transactions surrounding all Private Equity Fund activity capital calls, distributions, investment purchases, divestments, carried interest calculations, expenses, income, gains, fees, ensuring they are executed according to standard accounting policies and procedures.
5. Responsibility for ensuring the accounting records of client funds are accurate, complete, and up to date.
6. Capturing of financial GL entries.
7. Examining bank statements and reconciling them with general ledger entries.
8. Keeping an eye on and reconciling incoming payments from accounts receivable and outgoing payments to accounts payable.
9. Prepares payments by verifying documentation, requesting disbursements and ensuring proper and mandated business sign off.
10. Creating company financial reports with the above information included.
11. Analysing data collected to determine the state of the company’s financial health.
12. Analysing data to understand where the company is generating and losing revenue.
13. Generating financial reports that display the company’s profits, assets, liabilities, equity and cash flow.
14. Manage company bank accounts.
15. Calculating, filing, and remitting taxes and other regulatory financial obligations.
16. Substantiates financial transactions by auditing documents.
17. Ensure the management accounts are audit ready.

Skills:

1. An individual that has an unwavering attention to detail with strong accounting skills.
2. Ability to create logical and thorough financial reports.
3. Strong mathematical and calculative ability.
4. Analyse information to determine reliability and draw conclusions.
5. Effectively interpret analysis performed and decipher information.
6. Has an ability to work effectively under pressure in a high demand environment.
7. Manages self to ensure deadlines are met.
8. Cultural fit for a fast-moving and high-performance, but also informal and non-hierarchical organisation.

Qualification:

1. B Comm Accounting degree or equivalent.
2. 3+ years’ experience as an accountant within a private equity/invest firm or similar roles. Specific experience relating to private equity accounting activities.
3. Pastel experience is advantageous.
4. Experience in financial analysis and balance sheet reconciliations, especially debtors and creditor control.
5. Proven excellence in your previous endeavors.

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.

Technical Requirements

• 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.

Characteristics:

• 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

To apply to this role, please forward an updated and detailed copy of your CV

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.

Technical Requirements

• A post-graduate degree (MBA, CFA, CA (SA), Masters in Finance or similar)
• 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.

Characteristics:

• 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

To apply to this role, please forward an updated and detailed copy of your CV

SENIOR PRIVATE EQUITY 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 Senior Private Equity 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.

Technical Requirements

• A post-graduate degree (MBA, CFA, CA (SA), Masters in Finance or similar)
• 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.

Characteristics:

• 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

To apply to this role, please forward an updated and detailed copy of your CV

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).