980 Junior Investment Analyst jobs in South Africa

Reference: NFR -Abi-1

Your career is our Interest!

Job & Company Description:
Although investing is generally described as putting money into financial schemes, shares, or a commercial venture with the expectation of achieving a profit – We believe that investing into your Future has more than a compound effect attached to it!

I specialise in placing professionals in the investment space! CFAs, Analysts, Chief Investment Officers, and other Investment professionals – Contact us today to grab your Opportunity!

Job Experience and Skills We Seek to Place:

• BCom Accounting/Investment Management/Financial Sciences or related degrees.
• Corporate Finance institute Certifications are a plus.
• SAICA articles/CFA levels completed.
• Strong academic records, awards, and work achievements.
• Financial Modelling Exposure is an advantage!

If you are interested in an opportunity, allow us to represent you in the job market!

600,000.00 - 850,000.00 - Annually

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If you are interested in our opportunities, please apply directly.

Overview

Our client, a respected player in the venture capital space, is looking for an ambitious Investment Analyst to join their dynamic team in Cape Town. This is a unique opportunity to work closely with high-growth technology businesses shaping the future of Africa and beyond.

This firm specialises in early-stage investments across Africa's rapidly expanding tech sector. With a strong track record and a values-driven culture, they combine capital with strategic and operational support to help startups scale sustainably and successfully.

As an Investment Analyst, you'll become a core part of the investment team, working directly on deals, financial analysis, portfolio management, and reporting. You'll gain exposure across the full investment lifecycle, from due diligence to exits.

• Conduct financial due diligence, modelling, and valuation of investment opportunities
• Prepare investment papers and industry analyses for internal decision-making
• Support portfolio companies through performance tracking and reporting
• Monitor key performance and impact metrics across investments
• Assist with fund-related activities and investment execution
• Attend industry events and represent the firm within the tech ecosystem

• CA(SA) or CFA qualification
• 1-3 years of experience in finance, consulting, or a similar analytical role
• Strong Excel skills and experience in non-listed equity valuations (advantageous)
• Excellent communication skills and analytical thinking
• Self-starter with a high level of accountability and team orientation

• Join a mission-driven, high-performance investment team
• Exposure to leading African startups and VC partners
• Cape Town-based role with flexible work culture (not fully remote)
• Competitive package including potential for performance incentives and equity

Please note that this description does not guarantee employment. Candidates are encouraged to apply and follow us online for suitable opportunities.

Job category: Banking, Finance, Insurance. Stockbroking

Location: Durban

Contract: Fixed Term Contract

Remuneration: Market Related

EE position: Yes

We are currently hiring an Investment Analyst to join the KZN Regional Office team on a 12 months fixed-term contract. In this role, the Analyst will perform financial and commercial assessments as well as provide recommendations and comments to Investment Associates and the Regional Manager on all areas of transaction execution.

Research, Analysis, and Preparing Research Reports

• Conduct research and gather data using reliable sources of information.
• Analyse and prepare reports on findings and make recommendations.
• 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.

Report Writing

• Evaluation of new deals from Pre-Investment for potential investment and prepare the early review report or decline within.
• Perform desktop financial and commercial assessments and provide recommendations and comments to Investment Associates.
• Analyse, compile, and report on market information on a deal-by-deal basis.

Financial Modelling and Preparing Financial Analysis

• Building financial models according to NEF financial modelling methodologies standard models.
• Provide comprehensive financial analysis through the use of approved financial modelling for existing portfolio companies.
• 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.
• 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/appropriate finance and legal structures for each investment deal ensuring long-term sustainability/viability of the project to the benefit of the client and the NEF.
• Analyse equity valuations of portfolio companies semi-annually.
• Conduct annual site visits to investee portfolio companies.
• Early identification/flagging of potential areas of defaulting clients.

Experience / Skills Required

• Minimum of 1 - 2 years in financial analysis or similar experience in the corporate finance/Banking/DFI environment.
• Experience in deals assessment and ability to apply financial modelling methodologies.
• A generalist in small and medium enterprises (SMEs), franchise, procurement, and entrepreneurship finance areas.
• Understanding of the NEF mandate and investment guidelines.
• Possess good analytical and modelling skills.
• An expert analyst demonstrating high command of the abilities required to perform the role.
• Ability to apply NEF processes with the ability to move beyond the standard process with help to produce highly insightful diagnoses.
• Able to identify important issues and highlight them to the team for consideration.
• Good at knowledge gathering, finding additional relevant information from unusual sources.
• Can develop good, actionable recommendations and a strong contributor in discussions on investment implications.
• Structures own work and meets/exceeds all commitments and targets.
• Participation in team problem-solving and contribute to team effectiveness.
• Willingness to travel.

Qualification Requirements

• Bachelor of Commerce degree in Accounting/Economics/Finance or equivalent.

Personal Attributes/Behaviours/Attitudes

• Analytical thinker and Attention to Detail.
• Business Report writing.
• Strong team contributor.
• Integrity beyond reproach.
• Maintains high levels of work standards.
• Drive and Result Orientation.
• Decisiveness & Action Orientation.
• Ethical Judgement.
• Resilience and Stress Management.
• Building Relationships.
• Customer Service Orientation.
• Interpersonal Agility.
• Teamwork.

Our client, a respected player in the venture capital space, is looking for an ambitious Investment Analyst to join their dynamic team in Cape Town. This is a unique opportunity to work closely with high-growth technology businesses shaping the future of Africa and beyond.

About the Company

This firm specialises in early-stage investments across Africa's rapidly expanding tech sector. With a strong track record and a values-driven culture, they combine capital with strategic and operational support to help startups scale sustainably and successfully.

The Role

As an Investment Analyst, you'll become a core part of the investment team, working directly on deals, financial analysis, portfolio management, and reporting. You'll gain exposure across the full investment lifecycle, from due diligence to exits.

Key Responsibilities:

• Conduct financial due diligence, modelling, and valuation of investment opportunities
• Prepare investment papers and industry analyses for internal decision-making
• Support portfolio companies through performance tracking and reporting
• Monitor key performance and impact metrics across investments
• Assist with fund-related activities and investment execution
• Attend industry events and represent the firm within the tech ecosystem

What We're Looking For:

• CA(SA) or CFA qualification
• 1-3 years of experience in finance, consulting, or a similar analytical role
• Strong Excel skills and experience in non-listed equity valuations (advantageous)
• Excellent communication skills and analytical thinking
• Self-starter with a high level of accountability and team orientation

What's On Offer:

• Join a mission-driven, high-performance investment team
• Exposure to leading African startups and VC partners
• Cape Town-based role with flexible work culture (not fully remote)
• Competitive package including potential for performance incentives and equity

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

Introduction

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Play a key role in supporting the investment decision-making process through market and economic research, quantitative and qualitative analysis, as well as interpretation of asset classes, investment vehicles and financial instruments. The analyst will also contribute to client portfolio analysis in portfolio construction and monitoring, helping to ensure alignment with investment objectives, risk parameters, and market conditions.

Requirements

• Investments related degree (Investments Management, Finance etc.).

• Multi Asset Management experience.

• Post graduate qualification (preferred).

• 3-6 years investment / research analysis experience.

• Experience with Portfolio Management systems will be an advantage, including MSCI Barra Portfolio Manager and Performance Analys

• Stakeholder management, analytical and influencing skills.

Duties & Responsibilities

Provide investment research and analysis to support the investment process

• Keep abreast of the external environment in which the segment operates in.

• Complete competitor analysis to assess the strengths and weaknesses of current and potential competitors.

• Analyse investment portfolios and financial instruments based on the outcomes and requirements of the mandate and business requirements.

• Provide research, analysis, and insight to recommend approaches on the construction and management of portfolios.

• Using ongoing research, make recommendations regarding the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied.

• Create awareness of the Outcomes based Investments (OBI) philosophy across the Momentum Group to foster greater understanding and buy-in to the philosophy.

• Ensure that the portfolio management and risk management processes are applied.

• Foster effective working relationships and collaborate within the CoE segments and external stakeholders in order to identify opportunities for investments.

• Monitor measure, attribute, and report on the performance of solutions to ensure the product is managed relative to the outcome defined.

Participate and contribute to manager research initiatives and projects, with a view to improve portfolio delivery and risk management.

• Assist with the analysis and explanation of performance variances.

• Ensure asset allocation views are implemented and aligned according to the OBI view.

• Build broad base financial models to support business decision making and determine potential financial consequences of investment decisions.

• Identify and develop independent research techniques to enhance research output.

• Assist portfolio managers in the production of performance presentations and client feedback sessions.

• Assist and support the broader team KPIs and operational objectives.

Adopt client centricity within area of responsibility (Client Services):

• Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.

• Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client services.

• Deliver on agreed deliverables made with clients and stakeholders in order to ensure that client expectations are managed.

• Build and maintain relationships with clients and internal stakeholders.

Self-management and teamwork (People):

• Positively influence and participate in change initiatives.

• Continuously develop own expertise in terms of professional, industry and legislation knowledge.

• Contribute to continuous innovation through the development, sharing and implementation of new ideas.

• Take ownership for driving career development and willingness to pursue investment

• and/or industry related qualifications.

Contribute to financial controls and planning (Finance):

• Identify opportunities to enhance cost effectiveness and increase operational efficiency.

• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies

• Strategic thinking

• Collaboration

• Client/ Stakeholder Commitment

• Impact and Influence

We are seeking a highly motivated and detail-oriented
Investment Analyst
to join our investment team. This role is critical in conducting in-depth research and analysis to support long-term investment decisions that protect and grow client portfolios. The ideal candidate will have strong skills in fundamental equity analysis, financial modelling, and valuation, and thrive in a high-accountability environment.

Key Responsibilities

• Conduct detailed due diligence and comprehensive fundamental analysis of listed and unlisted companies.
• Take full ownership of assigned sectors and companies, including regular updates and execution of approved investment ideas.
• Develop forward-looking investment forecasts and valuations using robust financial models and ratio analysis.
• Prepare high-quality investment reports and recommendations for review by the Investment Committee.
• Attend and contribute to daily and quarterly investment meetings, offering insights from market research, management interactions, and financial results.
• Analyze macroeconomic, sectoral, and geopolitical developments and their impact on investments.
• Evaluate corporate actions and proxy votes in line with ESG policies and governance frameworks.
• Maintain and update financial models, systems, and documentation to support the investment process.
• Generate original investment ideas supported by rigorous analysis and due diligence.
• Collaborate closely with senior analysts and company management to gain insights and enhance research quality.

Requirements

• Associate degree in Finance/Investment or Actuarial Science
• CA(SA) or Masters in Investment Finance preferred
• A CFA qualification will be advantageous.
• Strong analytical skills with experience in equity valuation, financial statement analysis, and forecasting.
• Proficiency in financial tools such as Bloomberg, Reuters, Inet, and Excel modelling.
• Excellent communication skills and the ability to present complex ideas clearly.
• High attention to detail and a disciplined approach to process and reporting.
• Ability to work independently while contributing to a collaborative team environment.

Competencies

• Good report writing skills.
• Strong analytical ability.
• Excellent communication skills, both written and verbal.
• Ability to work in highly automated environment.
• Well read and has good general knowledge base.
• Ability to handle pressure.
• Creative and logical thinker.
• Inquisitive.
• Ability to view the bigger picture while still focusing on the details.

This is an exciting opportunity for an individual passionate about investment research and long-term value creation to make a meaningful impact in a professional investment environment.