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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.

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.

Must preferably be available immediately!

Salary : Market Related per month, depending on experience

Our client, a dynamic private equity and investment management company, seeks a Senior 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.

• 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
• Leadership / Management Experience – will manage a small team
• MS Office - Excel knowledge
• Own Transport

• Managing small team
• Financial reporting
• 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

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. As a Senior Analyst you will play a crucial role in the final data sign-off stage and you will mentor and train other analysts, working your path towards becoming Team Leader.

• 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
• A strong understanding of the alternatives investment management industry
• 3 to 5 years of experience dealing with private markets data, is a must
• 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.

Overview

SENIOR FINANCIAL REPORTING ACCOUNTANT (Private Equity) – Claremont / Newlands, Western Cape, SA

Highly Competitive Package on Offer!

Our client is a leading global Private Equity Investment Advisory firm invested in sustainable infrastructure and climate finance across Africa. They seek a hands-on, innovative, strategically minded and highly organized Senior Financial Reporting Accountant to support the financial operations and reporting requirements of their expanding portfolio. You will have excellent analytical, organizational and problem-solving abilities, with natural leadership skills and the ability to engage and influence stakeholders at all levels. You are passionate about improving universal energy access, particularly across Sub-Saharan Africa, through investments in decentralised renewable energy (DRE).

Main Purpose of the Role :

Provide dedicated financial leadership to ensure robust compliance, reporting accuracy and operational efficiency through overseeing financial reporting controls, legal and tax compliance within their Mauritian financial services framework while supporting the financial performance of the group and its funds under management. The role involves direct engagement with investors, auditors and regulatory bodies, and provides strategic financial leadership across the funds portfolio.

• Assistance with all aspects of financial reporting, control and tax compliance.
• Prepare and review annual financial statements in accordance with IFRS.
• Preparation and/or review of quarterly management accounts for group companies.
• Preparation and/or review of various deliverables required for quarterly reporting to investors and responding to investor queries.
• Prepare audit information and manage the audit process for the various entities within deadlines, including Fund entities.
• Ensure finance compliance with legal agreements (LPA, investor side letters, advisory agreements) and with FSC regulations and Mauritian legislation (e.g., Securities Act 2005, Financial Services Act 2007).
• Manage fund accounting including capital calls, distributions, performance reporting and Net Asset Value (NAV) calculations.
• Manage tax and regulatory compliance across various entities and jurisdictions.
• Manage cash flow and liquidity across complex investment structures, including oversight of treasury functions.
• Collaborate with professional service providers, outsourced administrators, auditors, accountants and tax/legal advisors.
• Prepare and oversee financial reporting and controls for regional offices in South Africa, Nairobi, Abidjan and Mauritius.
• Manage the flow of financial information and assist with financial reporting at portfolio company level where required.
• Support deal team with portfolio transaction structuring, tax efficiency, tax and legal compliance, treasury issues and valuations.
• Provide guidance, coaching and support to fellow team members.

• Chartered Accountant (SA) advantageous and/or related FCCA, CPA, ICAEW or equivalent qualification.
• Bachelors or Masters degree in Finance, Accounting or related field.
• Minimum 7-10 years of relevant financial accounting and reporting experience in fund management, fund accounting or asset management, ideally private equity.
• At least 3 years in a senior finance or fund accounting role.
• Demonstrated expertise in financial control, fund accounting and asset management within a private equity environment.
• Working knowledge of the Mauritian regulatory environment for funds; experience with FSC, Bank of Mauritius, Mauritius Revenue Authority or similar regulators is advantageous.
• Fund administration experience beneficial.
• Experience with Technical Assistance Facility is beneficial.

• Advanced proficiency in financial reporting, cashflow forecasting and fund performance analysis.
• Strong knowledge of fund structures, capital calls, distributions and investor reporting.
• Advanced proficiency in financial systems/tools (e.g., Xero, QuickBooks, Excel, Investran or similar fund accounting software).
• Excellent written and verbal communication with high attention to detail.

• Ability and willingness to travel to regional offices.

To apply, please forward an updated and detailed copy of your CV along with a short motivational paragraph on how your experience aligns to this role via the link or to:

Nicole Spamers and Andrea Jones

Please Note : Should you not be contacted within 3 weeks of applying, please deem your application unsuccessful.

SENIOR FINANCIAL REPORTING ACCOUNTANT – Private Equity. CA(SA) or equivalent with financial accounting, financial reporting, fund management, fund accounting, asset management, private equity, financial control experience and Mauritian regulatory familiarity. Knowledge of Xero, QuickBooks, Excel, Investran encouraged.

Employment Type: Full-Time | Experience: years | Vacancy: 1

SENIOR FINANCIAL REPORTING ACCOUNTANT (Private Equity) - Claremont/Newlands, Western Cape, SA

Highly Competitive Package on Offer!

Our Client, a leading global Private Equity Investment Advisory firm invested in sustainable infrastructure and climate finance across Africa is currently in search of hands-on, innovative, strategically minded and highly organised Senior Financial Reporting Accountant to support the financial operations and reporting requirements of their expanding portfolio.

You have excellent analytical, organizational, and problem-solving abilities accompanied by natural leadership skills and the ability to engage and influence stakeholders at all levels.

You are especially passionate about improving universal energy access, in particular across Sub-Saharan Africa, through the investing in decentralised renewable energy (DRE).

Main Purpose of the Role:

Play a key role in providing dedicated financial leadership to ensure robust compliance, reporting accuracy, and operational efficiency through the overseeing of financial reporting, controls, legal and tax compliance within their Mauritius's financial services framework, while supporting the financial performance of the group and its funds under management.

The role will involve direct engagement with investors, auditors, and regulatory bodies, as well as provide strategic financial leadership across the fund's portfolio.

Roles and Responsibilities:

• Assistance with all aspects of financial reporting, control and tax compliance.
• Prepare and review annual financial statements in accordance with International Financial Reporting Standards (IFRS).
• Preparation and/or review quarterly management accounts for group companies.
• Preparation and/or review of various deliverables required for quarterly reporting to investors and responding to investor queries.
• Prepare audit information and manage the audit process of the various entities within the deadlines which include various Fund entities.
• Ensure compliance from a finance perspective with the various legal agreements which include the LPA, Investor side letters, Advisory agreements and with the Financial Services Commission (FSC) regulations and other relevant Mauritian legislation (e.g., Securities Act 2005, Financial Services Act 2007).
• Manage fund accounting, including capital calls, distributions, performance reporting, and Net Asset Value (NAV) calculations.
• Manage tax and regulatory compliance across various entities and jurisdictions.
• Manage cash flow and liquidity across complex investment structures, including oversight of treasury functions.
• Work closely with professional service providers including outsourced administrators, various auditors, outsourced accountants and other ad-hoc professional providers including tax and legal advisors.
• Prepare and oversee financial reporting and controls for regional offices in South Africa, Nairobi, Abidjan and Mauritius.
• Manage the flow of financial information and assist with financial reporting, where required, at portfolio company level.
• Support the deal team with portfolio transaction structuring, tax efficiency, tax and legal compliance, treasury issues and valuations.
• Providing guidance, coaching, and support to fellow team members.

Qualification, Skills and Experience required:

• Chartered Accountant (SA) advantageous and / or related FCCA, CPA, ICAEW or equivalent professional qualification.
• Bachelor's or Master's degree in Finance, Accounting , or a related field.
• Minimum 7-10 years of relevant financial accounting and financial reporting experience gained within the fund management or fund accounting or asset management arena and ideally within private equity
• 3 Years of the above experience is required to be in a senior finance or fund accounting role
• Demonstrated expertise in financial control, fund accounting, and asset management within a private equity environment
• Working knowledge and a strong understanding of the Mauritian regulatory environment for funds and / or experience working with the FSC, Bank of Mauritius, Mauritius Revenue Authority or similar regulators is highly advantageous!
• Fund administration experience would be beneficial.
• Experience working with a Technical Assistance Facility would be beneficial.

Skills:

• Advanced proficiency in financial reporting, cashflow forecasting, and fund performance analysis.
• Strong knowledge of fund structures, capital calls, distributions, and investor reporting.
• Advanced proficiency in financial systems and tools (e.g., Xero, QuickBooks, Excel , Investran, or similar fund accounting software).
• Outstanding communication skills, both written and verbal, with a high level of attention to detail.

Travel:

• Ability and willingness to travel to regional offices.

To apply to this role, please forward an updated and detailed copy of your CV together with a short motivational paragraph of