550 Investment Portfolios jobs in South Africa

Overview

Location: Sandton, Johannesburg
Salary: R35,000 - R50,000 Per Month

Company Overview :

Our client is a major player in the investment banking industry, providing financial advisory services and managing portfolios for high-net-worth clients.

Position Overview :

The company is seeking an experienced Financial Analyst to support their investment team. The successful candidate will be responsible for analyzing financial data, preparing reports, and assisting with investment strategies.

Key Responsibilities :

• Analyze financial data and market trends to provide recommendations.
• Prepare financial reports, budgets, and forecasts.
• Collaborate with senior analysts on investment strategies.
• Monitor and evaluate financial performance metrics.

Qualifications :

• Bachelor’s degree in Finance or Accounting.
• 3-5 years of experience in financial analysis or investment banking.
• Proficient in financial modeling and data analysis tools.

Overview

All the benefits and perks you need for you and your family:

• Benefits from Day One
• Paid Days Off from Day One
• Student Loan Repayment Program
• Career Development
• Whole Person Wellbeing Resources
• Mental Health Resources and Support

Our promise to you:

Joining AdventHealth is about being part of something bigger. Its about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. AdventHealth is a place where you can thrive professionally, and grow spiritually, by Extending the Healing Ministry of Christ. Where you will be valued for who you are and the unique experiences you bring to our purpose-minded team. All while understanding that together we are even better.

Schedule: Full-time

Shift : Days

Location: 1395 S Pinellas Avenue, Tarpon Springs, Florida 34689

The community you'll be caring for: AdventHealth North Pinellas

The role you'll contribute:

The Financial Analyst may interact with hospital administrators, internal finance/accounting teams and department directors to provide relevant, accurate, and timely information. Performs research, collects data, and skillfully organizes and presents the analysis to management in written or oral format. Demonstrates the ability to exercise objective, independent judgment in developing financial recommendations for management. Serves as a liaison to department directors in financial matters. Actively participates in outstanding customer service and accepts responsibility in maintaining relationships that are equally respectful to all.

The value you'll bring to the team:

• Provides strategic financial information for the organization through the maintenance of a financial management program. Collaborates with leadership to provide relevant analysis, information and support to identify and present opportunities that improve overall financial performance and the competitive position of the organization.
• Establishes data accuracy and validity derived from a variety of systems. Performs data analysis using statistical techniques. Assists in the preparation and delivery of decision support reports to both internal and external customers.
• Identifies opportunities to enhance efficiency, reduce cost, improve customer service, increase capacity and improve throughput. Assists in reviewing/documenting operational procedures.
• Prepare Service-line Reports for distribution and to evaluate the reimbursement of hospital programs to determine the profitability of service lines.
• Run routine audits to ensure data integrity in all reports

Qualifications

• The expertise and experiences you'll need to succeed

• Bachelor's in Finance, Accounting or related field Required
• 1 year of related experience

This facility is an equal opportunity employer and complies with federal, state and local anti-discrimination laws, regulations and ordinances. The salary range reflects the anticipated base pay range for this position. Individual compensation is determined based on skills, experience and other relevant factors within this pay range. The minimums and maximums for each position may vary based on geographical location.

Category: Accounting/Finance

Organization: AdventHealth North Pinellas

Schedule: Full-time

Shift: 1 - Day

Req ID:

We are an equal opportunity employer and do not tolerate discrimination based on race, color, creed, religion, national origin, sex, marital status, age or disability/handicap with respect to recruitment, selection, placement, promotion, wages, benefits and other terms and conditions of employment.

Tshwane, South Africa | Posted on 11/09/2025

The Financial Analyst is responsible for analysing corporate financials, appraising investment proposals, and monitoring the Jobs Fund portfolio to ensure investments contribute to sustainable employment creation in South Africa.

Review and align Jobs Fund policies with accounting standards.

Provide guidance on laws, rules, auditing regulations, and procedures.

Conduct financial due diligence and appraisal of new investment proposals.

Develop and review financial models, forecasts, and risk assessments.

Prepare appraisal reports, contracts, and disbursement requests.

Monitor investment performance, compliance, and risk mitigation.

Analyse financial data, trends, and project outcomes to recommend improvements.

Support knowledge management, stakeholder engagement, and reporting.

Contribute to policy development, process improvement, and financial governance.

Qualifications

Degree (NQF 7) in Finance, Project Finance, Economics, or related field.

Postgraduate qualification in Finance will be an advantage.

Experience

Minimum of 4 years post-training/internship experience.

Experience in the public sector is advantageous.

Financial analysis and modelling

Development and public finance economics

Grant management and internal controls/audit

South African economic development and labour markets

Project management principles and tools

Knowledge of PFMA, NT regulations, and government processes

Overview

The future of mobility is changing. Volkswagen produces vehicles in 14 countries and delivers them to customers in more than 150 markets worldwide. Electromobility, smart mobility and digital transformation are our core topics for the future. Become part of it and help develop new solutions with your curiosity and ideas. You can expect a diverse team that supports you and with whom you can grow together and develop your potential.

Applications are invited from suitably qualified and experienced candidates to fill the Financial Analyst position in the NSO Controlling Department (Sandton).

As part of the NSO Controlling team based in Sandton, the Financial Analyst role is responsible for effective planning, co-ordination, analysis and interpretation of strategic and financial inputs received from the Brands within the National Sales Organisation (NSO). It supports the achievement of local and international reporting deadlines and NSO Finance Controlling objectives.

• Perform financial feasibility studies for all potential locally manufactured vehicles and FBU imports
• Ensure new products are accurately priced and support to secure approval of pricing following agreed international & local processes
• Monitor the accuracy and interpretation of vehicle price indices
• Prepare product cost information for incorporation in the corporate budgets and medium-term planning
• Keep record of the Business Model, ensuring Headquarters (HQ) system is timeously and accurately updated
• Evaluate cost accuracy on an ongoing basis (forecast vs actual) and implement corrective action steps
• Establishment/implementation of Vehicle and Option pricing and the effect on turnover/profitability
• Evaluation/implementation of special package/options pricing (ad hoc)
• Evaluation/implementation of ad hoc Rental & Government pricing requests
• Dealer/Rental/Government incentives evaluation, reporting and reconciliations
• Monitoring of Inflationary Price movements
• Preparation of Tenders (RT57) and quarterly RT57 pricing
• Preparation of Rental Company Proposals and submission of pricing (RT57/Rental/Ad hoc & Incentives)
• Preparation of Vorlagen for Quarterly Pricing meetings and Rental & State Tender Pricing meetings
• Manage the incentive budget/actuals relating to dealer performance and tactical programs
• Manage the provisions for vehicle related incentives, overheads, and fixed costs

• A formal 3-year National Diploma or Bachelor's degree in Financial Management / Accounting / equivalent from a recognised tertiary institution
• A post-graduate qualification / Honours degree in Finance/ Accounting/ Business Management would be advantageous

• Minimum of 3 - 5 Years financial experience in motor or related industry

• Sound Business Acumen and understanding of financial principles
• Proficiency with comprehensive knowledge of Microsoft Excel and PowerPoint
• Analytically minded with the ability and inclination to work accurately with financial detail
• Ability to listen and communicate effectively at all levels
• Well-developed interpersonal skills to handle Cross Functional Teams and work effectively under pressure to meet deadlines
• Innovative, resourceful and action oriented
• Work independently and take accountability for own actions
• A team player yet be able to work and manage own output independently to meet high quality standards

Please ensure that you upload a certified copy of your ID and Qualifications to be considered for this position.

At Volkswagen, we value an inclusive and diverse culture. We offer a trustworthy environment because we live up to our corporate values, Respect/Integrity/Excellence/One Team.

Applications must be submitted via the online system by no later than 16 September 2024.

All queries can be raised with Bahieya Dolley, Ext 4565 or e-mail

Volkswagen Group Africa is committed to developing all its employees, and to provide equal opportunity to those with disabilities or from previously disadvantaged groups, in line with our Transformation goals and Employment Equity Plan.

Job ID: 17411

Company: Volkswagen Group South Africa (Pty) Ltd

#Hiring

RPO Recruitment's Client is looking for candidates to join their team in Port Elizabeth, Eastern Cape. This position is Financial Analyst, you will oversee the daily financial analysis of management accounts, ensuring the maintenance and production of accurate financial information for all stakeholders. This role combines technical financial modelling skills with strategic thinking, working directly with a wide network of global colleagues to deliver valuable insights and recommendations for strategic and operational decision-making.

Requirements:

• Qualified Chartered Accountant (CA) SA
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Ability to work collaboratively with cross-functional teams
• Advanced proficiency in Microsoft Excel (formulas, pivot tables, VBA macros, data visualization, etc.)
• Strong knowledge of Microsoft Power Automate, with experience in creating, testing, and maintaining workflows
• Familiarity with other Microsoft tools, such as Power BI, Power Query, and SharePoint is advantageous
• Strong organizational skills and attention to detail
• Ability to manage multiple projects and priorities simultaneously

Finance

Financial Analyst

Permanent

• Matric
• BCOM Accounting, Economics, BSC Finance or studying towards these qualifications
• Experience in billings, collections and / or financial analysis is essential
• 2 years+ relevant experience
• Experience working in financial services industry desirable

• Key financial analysis and metrics e.g. new business cancellations vs existing business cancellations, break even and profitability analysis of campaigns, cost of acquisition, etc.
• Financial modelling when required
• Variances analysis
• Data Analysis: Oncor, Lapse, Churn and Persistency calculations
• Preparing Budgets and assisting with year-end audits
• Responsible for preparation, submission and analysis of each collection/bill run
• Review and preparation of Bordereaux reconciliations to ensure all commission structures are in line with SLAs
• Review weekly refunds from Client Services and prepare payment instructions
• Responsible for the timely resolution of all queries relating to submissions
• Responsible for completeness and accuracy of customer premium collections.
• Pay through the bank stats for Client Services and Sales
• Preparing and forecasting monthly revenue estimates
• Journal entries when required
• Ensuring our databases are in sync with our Policy Administrators
• Effective engagement and contribution with other departments to achieve company goals

• Advance excel
• Financial modelling capabilities
• Report writing skills
• Ability to communicate and engage with all levels of management
• A good understanding of financial concepts and financial reporting methodology
• An understanding of accounting processes / practices and their impact on financial reporting
• Ability to manipulate large volumes of financial data accurately and efficiently
• Ability to see the "big picture" to understand the impact of financial reports provided
• Stress management and the ability to manage and co-ordinate deadlines under pressure
• Excellent time management skills (the ability to plan, prioritize and meet deadlines)

Monday to Friday 8.00 to 17.00 or as per campaign requirements

• Policy
• Writing
• Reconciliations
• Report Writing
• Economics
• Journal
• Metrics
• Financial Services
• Collection
• Financial Reporting
• Time Management
• Financial Analysis
• Forecasting
• Budgets
• Analysis
• Databases
• Excel
• Accounting
• Finance
• Data Analysis
• Sales
• Management

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Permanent

Remuneration: Market Related

EE position: Yes

To provide investment support to Post Investment Associates by analysing deals, ensuring that the financial models are appropriate to facilitate seamless revenue collection.

• Provide comprehensive financial analysis through the use of approved financial modelling for existing portfolio companies;
• Analyse, compile and report on market information on a deal by deal basis;
• Contribute to the development of a business development strategy when required for the portfolio companies;
• Develop a broad knowledge of corporate finance, private equity macro environment, sector, and specific transactions to support the team in identifying and recommending appropriate mitigation measures on key risk issues for portfolio companies;
• For additional funding and/or restructure, partake in due diligence exercises at the request of the team member, using approved processes and principles as outlined in the due diligence scope;
• Provide commentary on innovative, optimum, and appropriate finance and legal structures for each investment deal ensuring long term sustainability and viability of the project to the benefit of the client and the NEF;
• Analyse financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine the commercial viability of portfolio companies;
• Consider the economic implications which might affect the performance of portfolio companies;
• Analyse equity valuations of portfolio companies semi-annually;
• Conduct annual site visits to investee portfolio companies;
• Early identification and flagging of potential areas of defaulting clients.

• Graduate degree – minimum B.Com. (Business and Finance, Accounting).

• A generalist in area of corporate finance with some experience in private equity.
• PC Literacy is essential and knowledge of Excel is important as this role often involves financial modelling and projection work. Strong Project Management and Corporate Finance and/or Venture Capital experience (minimum of 5 years).
• 2 – 5 years Financial Analysis experience.

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Overview

About the job: Financial Analyst – Senior Specialist: Technology CAPEX Controller

Location: Midrand

Duration: 6 months

• We seek a highly skilled CAPEX controller to manage and coordinate the financial requirements.
• This position is responsible for the strategic oversight, monitoring, and reporting of capital investments in accordance with the plans.
• The CAPEX Controller ensures that all capital expenditure projects align with organizational goals, adhere to budgetary constraints, and meet regulatory compliance standards.
• This role requires a high level of attention to detail, the ability to work under tight deadlines and coordinate across teams, manage demands and coordinate submissions upwards and laterally.
• The successful candidate will be an integral part of the Tech finance team and will collaborate with various departments to ensure effective CAPEX reporting, planning and governance processes.

• Capital Expenditure Planning: Oversee the development and implementation of annual and long-term CAPEX plans, ensuring alignment with corporate strategies and operational objectives.
• Annual coordination and preparation of CAR submission
• Quarterly coordination and preparation of CIRB submission
• Budgeting and Forecasting: Collaborate with departmental heads to prepare CAPEX budgets, monitor spending against forecasts, and provide variance analysis.
• Ensuring alignment to central FP&A on key CAPEX targets and strategic plans
• Coordination with investment planning team to drive CAPEX built in individual Tech teams
• Project Management Support: Coordinate reporting for planning, execution, and completion of CAPEX projects, ensuring projects are delivered within financial requirements, time, and quality requirements per Technology Investment management team review and oversight.
• Fixed Asset Management: Oversee the capitalization, depreciation, and disposal of fixed assets, ensuring accurate and timely recording in financial systems.
• Financial Analysis: Coordinate detailed financial analysis of proposed CAPEX projects, including cost-benefit analysis, ROI calculations, and risk assessment, with the respective Tech FBP EHODs.
• Reporting and Communication: Prepare and present CAPEX reports to senior management, including project status, budget adherence, and forecast updates. Ensure clear communication of CAPEX performance and risks, including cash flow implications.
• Approval Process Management: Manage the CAPEX approval workflow, ensuring all expenditures are properly authorized and documented in compliance with company policies.
• Compliance and Governance: Ensure all CAPEX activities comply with relevant accounting standards, regulatory requirements, and internal controls.
• Process Improvement: Identify and implement continuous improvements in CAPEX controlling processes, leveraging technology and best practices.
• Audit Coordination: Facilitate internal and external audits related to CAPEX projects and fixed asset management, providing necessary documentation and explanations.
• Stakeholder Engagement: Liaise with cross-functional teams, including finance, operations, procurement, and engineering, to support CAPEX-related initiatives.
• Risk Management: Identify, assess, and mitigate financial and operational risks associated with CAPEX projects.
• Minimum of five years experience in financial controlling, project accounting, or capital expenditure management within a medium to large organization
• Proficient in Smartsheets, Excel, Qliksense, HFM, SAP, advantageous
• Strong understanding of accounting principles and cash flow management.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented with a high degree of accuracy.
• Experience in Budgeting and Forecasting
• Experience in financial and business information analysis
• Experience in financial modelling and business partnering

• Bachelors degree in Finance, Accounting, Business Administration, or a related field.

A leading organisation is looking for a Financial Analyst to join their team for an 8-month contract. The organisation is seeking someone to start immediately. The main purpose of the role is to provide financial analysis and cost reporting for the Cape Town Refinery as part of the Finance Team.

Responsibilities:

1. Process monthly opex accruals & ensure monthly account reconciliations are performed on time. Liaise with BU contacts to ensure accrued items are timeously cleared from the accruals account.
2. Produce monthly cost reporting & coordinate cost review meetings with cost centre owners. Leverage financial acumen to influence business decision-making with the goal of meeting opex budgetary targets.
3. Perform monthly variance analysis of actual vs budget on operating expenses (opex) and provide explanations for variances for submission to head office reporting team and other stakeholders (EXCO, ultimate shareholder).
4. Coordinate monthly 24-month rolling forecast for refinery opex – gather inputs from key stakeholders, review for reasonability and accuracy, consolidate, present for business unit leader approval.
5. Coordinate annual opex business planning – gather inputs from key stakeholders, review for reasonability and accuracy, consolidate, present for business unit leader approval.
6. Prepare and present divisional opex financial reports and variance explanations as required by Refinery Leadership Team at monthly governance meeting.

Requirements:

1. Fully qualified CA(SA) or CIMA non-negotiable.
2. 2-5 years of experience post qualification highly preferable, especially experience in cost analysis and reporting.
3. Strong financial, analytical and problem-solving skills.
4. Strong interpersonal and presentation skills, with ability and confidence to work well with a broad spectrum of personnel across the organization and constructively provide guidance within a team environment.
5. SAP experience knowledge would count in candidate’s favour.

EE Disclaimer: Kindly note that all positions will be filled in accordance with the company's Employment Equity plan. We also encourage people with disabilities to apply.

Should you not receive feedback on your application with us within a period of 2 weeks of submission, you may consider your application as being unsuccessful. Please keep an eye on our website and other career sites for future opportunities that may arise.