79 Junior Investment Analyst jobs in South Africa

Symotree is searching for high-performing Investment Analyst for our client to fulfil the role outlined below.

Role:
Investment Analyst

Location:
South Africa (Hybrid)

Type:
Full-time | Private Investment Firm

About The Hiring Organisation

The organisation is a privately held investment company (BVI domiciled) built on a simple design —
one ship, two engines, one destination.

• Engine 1:
  A cash-generative mining operation in South Africa.
• Engine 2:
  A Contrarian Commodity Desk focused on cycle opportunities.
• The Vault (Sea-Change Portfolio):
  Our compounding equity portfolio, dedicated to identifying durable compounders while avoiding growth and value traps.

We are building a
modern, enduring investment house
rooted in rationality, deep research, and quiet excellence.

The Role

The analyst will help construct and monitor the
Sea-Change Portfolio
- a long-term vault of businesses with moats, sound capital allocation, and compounding cash flows.

The role combines classical financial analysis with modern, AI-enabled research methods to surface insight from vast public data.

Key Responsibilities

• Analyse
  S&P 500 constituents and 13F filings
  to identify potential compounders.
• Perform
  financial statement analysis
  to assess business models, moats, competition, and capital intensity.
• Maintain a structured
  scorecard
  of companies and sector insights.
• Use
  AI tools intelligently
  to synthesise filings and automate research summaries.
• Prepare
  investment memos
  that present facts, logic, risks, and valuation ranges.
• Work closely with the
  Chairman
  on allocation decisions.

Who You Are

We are intentionally looking for a rare intellectual archetype, not a conventional job-seeker.

Please read carefully and apply only if this genuinely describes you.

• Naturally
  introverted and analytical
  : draws energy from independent thinking, not networking.
• Truth-seeking
  and precise: numbers before narratives, facts before noise.
• Detail-driven but panoramic:
  can live in footnotes and still see industry structure.
• AI-native
  : enjoys using modern tools to work faster and cleaner, while verifying sources.
• Calm, patient, and independent
  : thinks in decades, not quarters.
• Prefers a private, owner-led setting to corporate bureaucracy.

Academic & Technical Qualifications

• Bachelor's or Master's in
  Finance, Economics, or Accounting
  (preferred). Quant-rigorous degrees (Engineering / Applied Math) considered with proven financial literacy.
• Academic excellence
  : First Class/Distinction, top decile, or GPA ≥ 3.6 equivalent.
• CFA Level II (passed)
  or
  active Level III candidate strongly preferred
  ; Level I considered for exceptional academic performers.
• 2–4 years of financial analysis, audit, or investment research experience.
• Skilled in
  financial modelling and valuation:
  FCF & DCF analysis, ROIC, unit economics, sensible multiples, and scenario testing.
• Comfortable reading
  SEC filings (10-K, 10-Q, 20-F)
  and tracking
  13F disclosures.
• Proficient in
  Excel / Google Sheets
  ; strong presentation and analytical writing skills.
• Naturally adopts
  AI tools
  to enhance speed, clarity, and data synthesis without blindly trusting them.

Company Culture

The organisation operates like a
private research lab, not a corporate floor
. No noise, no politics, no dashboards.

Every analyst is expected to think like an owner and work with intellectual honesty and discipline.

Job Title:

Investment Analyst (3 – 5 years' experience)

Overview:

We are seeking an Investment Analyst with 3 – 5 years' relevant experience to join our investment team. You will be responsible for the analysis and valuation of local and global listed equities within a value-investing framework. You will contribute to investment decisions and support other members of the investment team, as needed. The applicant should be hard-working, have a keen interest in financial markets, and a desire to grow with the company.

Key responsibilities:

• Perform fundamental analysis and valuation of local and global listed equities using a value-investment approach.

• Build and maintain financial models (DCF, DDM, multiples, and relative sector analysis).

• Produce clear, actionable investment research notes and presentation materials for the investment team.

• Contribute to the idea-generation process.

• Monitor company fundamentals, industry trends, and key risk factors.

• Present research findings to the investment team and assist in client/investor reporting, where required.

• Support and mentor junior analysts on research tasks.

Requirements:

• Relevant finance degree (Honours preferred).

• CFA Charterholder preferred; candidates studying towards the CFA charter or willing to obtain the CFA designation will also be considered.

• 3 – 5 years' work experience in equity research, asset management, or a closely related role.

• Strong financial modelling and valuation skills.

• Excellent written and verbal communication skills; able to distil complex analysis into concise investment recommendations.

• Attention to detail, a disciplined analytical approach, and a genuine interest in equity investing.

• Own transport and a valid driver's licence.

How to apply:

Please send your CV and academic transcript to

Application closing date: 31 October 2025.

Applications Close 17 October 2025

Cape Town, South Africa

Investments Manager

Minimum requirement of a bachelor's degree which can be FAIS recognised B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. Open to other tertiary qualifications depending on experience and evidence of quantitative abilities

• 2 to 5 years of relevant experience in investments.
• Will be required to be a FAIS compliant representative or work towards obtaining that status.

RisCura complies with the Employment Equity Act and will fill all roles in accordance with our Employment Equity strategy and to the specification of the business area. Applicants who have not heard back from Human Resources within one month of the closing date should consider their application unsuccessful.

• Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios
• Providing portfolio analytics services in relation to discretionary managed clients
• Monitor and assess incumbent and current managers alongside
• the portfolio managers and investment research teams
• Understands the construction of client portfolios and products
• that target different kinds of investment objectives
• Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
• Analyse and monitor the exposures and risks around these
• portfolios on an ongoing basis.

• Understanding of macroeconomics
• Portfolio construction and manager research experience beneficial
• Pays attention to detail
• Have an understanding of key risk, performance and attribution concepts
• Safeguards integrity of sensitive client data
• Deals with large quantities of portfolio and market data
• Understanding of portfolio and instrument level information
• Quick learner
• Strong passion for investments
• Strong analytical skills
• Good time management, and able to manage deadlines
• Able to work under pressure and multi-task
• Communicates clearly and politely, both verbally and in writing
• Able to work independently but also be a team player
• Uses initiative, is pro-active and possesses problem solving skills
• Willing to put in long hours when needed Problem solving / solutions focused ability and mindset
• Flexibility and adaptability to ensure delivery of outputs and to ensure that a high quality standard is maintained at all times
• Self-driven, determined and motivated
• Professionalism in all interactions
• Positive attitude to learning, growing and getting things done
• The nature of the job means that a high level of resilience and emotional maturity is required
• Commitment to learning and development
• Will embrace and live out RisCura's team culture

• Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
• Data interrogation and analysis
• Develop an understanding of the market, risks and tools as well as systems used.
• Aid in the construction and monitoring of portfolios
• Understanding and regular monitoring of investment managers held in our products
• Develop an understanding of all portfolios they work on
• Client report back presentation generation and checking and working toward presenting to clients
• Communication with clients and responding to report queries
• Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
• Client and internal report generation
• Checking of reports generated by other Analysts
• Interpretation and analysis of report results
• Be able to present internally and externally
• Aid in improving processes including automation efforts to improve efficiencies
• Ad hoc analyses
• Manual recalculation of some statistics

• Global Investment Committee
• Asset Allocation Team
• Manager Research
• Research and Development team
• Analysts responsible for reporting team

Market-related

Empowering Africa's tomorrow, together…one story at a time.
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary
Provide specialist advice and support in the implementation/development of operational planning and associated service delivery processes, methods and techniques.

Job Description
Solutioning & Advisory: Provide ongoing support to senior advisors in driving business development and subsequently business targets through monitoring and identifying opportunities within the portfolio (cross selling and up-selling) | Client Engagement: On a regular basis engage with clients around current product requirements and future product requirements to ensure client expectations are met and ultimately value created for business and client | Risk and Control: Ensure that all risk and control requirements relating to the portfolio are met and/or implemented as required | : | : | : | : | :

Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised

Company Description

At
New Road Capital
, we're excited to be expanding our team as we continue to grow and innovate. This is a great opportunity to join a dynamic environment where collaboration, fresh thinking, and excellence drive everything we do.

Role Overview

The Investment Analyst will be responsible for conducting detailed financial analysis, building models, and providing data-driven insights to support investment decision-making. The role requires strong quantitative skills, coding capabilities, and prior industry experience to evaluate potential investment opportunities, monitor portfolio performance, and enhance internal research processes.

Key Responsibilities

• Perform in-depth financial and valuation analysis on listed and unlisted securities.
• Conduct macroeconomic, industry, and company-specific research to support investment recommendations.
• Build, enhance, and maintain financial models to assess investment opportunities.
• Leverage coding and data science tools to automate workflows, process large datasets, and develop proprietary research tools.
• Assist with portfolio monitoring, risk assessment, and performance attribution.
• Prepare detailed investment reports, presentations, and recommendations for the investment committee.
• Collaborate with the investment team to support investment strategies.

Requirements

• Bachelor's degree (postgraduate degree/CFA progress advantageous).
• 2–4 years' relevant experience in investment research, asset management, or financial services.
• Strong financial modeling and valuation skills.
• Proficiency in coding (Python, R, SQL, or similar) with proven application in investment/financial analysis.
• Advanced Excel skills with ability to integrate automation and analytical tools.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent written and verbal communication abilities.
• Self-starter with ability to work independently and in a team environment.

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

About Hillingdale Capital

Hillingdale Capital is a specialist corporate finance advisory firm focused on debt and equity capital raising. With a strong network of institutional investors across Africa and Europe, we connect capital to high-impact opportunities in infrastructure, technology, and many other ESG-aligned sectors. We offer a dynamic environment for young professionals passionate about capital markets, project finance, and strategic investments.

Role Overview

We are looking for a highly motivated and dynamic sell-side Investment Analyst with a strong analytical foundation and a keen interest in capital markets. You will play an integral role in supporting the execution of capital-raising transactions and advisory mandates, with exposure to both equity and debt financings across Europe and Africa.

This is a hands-on, deal-making role ideal for someone eager to contribute to transformative businesses and grow within a fast-paced, deal-driven environment.

Key Responsibilities

• Conduct financial and commercial analysis of projects and companies across various sectors
• Build and maintain detailed financial models and valuation analyses
• Assist in the preparation of investment memoranda, teasers, and presentations for investors
• Support transaction structuring and due diligence processes
• Conduct market research on industry trends, investor appetite, and comparable transactions
• Work closely with senior team members and interact with institutional investors and corporate clients to close transactions.

Qualifications & Skills

Essential

• Bachelor of Commerce (Hons), Business Science, or Actuarial Sciences
• Strong proficiency in Excel, PowerPoint, and Financial modelling
• Clear interest in infrastructure, technology, or sustainability-focused investments

Preferred

• CFA 2 candidate or relevant Master's degree in Finance or Engineering
• Internship or work experience in investment banking, project finance, or corporate finance

Key Competencies

• Analytical mindset with commercial intuition
• Strong attention to detail and professional work ethic
• Clear communicator, both written and verbal
• Passion for solving real-world financing and investment challenges
• Eagerness to learn, take initiative, and work across multiple transactions
• Self-starter with strong deal-making abilities

Why Join Us?

At Hillingdale, you'll gain meaningful exposure to real transactions, work directly with experienced professionals, and be part of a mission-driven team enabling sustainable growth and long-term value creation.

Apply now
to join the Hillingdale Capital team.

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.

About our client:
With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance and innovation. This client is guided by a philosophy of investing with care and seeks out top achievers who are looking to redefine and shape the future of the investment industry. Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers.

What you will be doing:

• Collaborate with senior team members to support the management of a suite of discretionary portfolios, assisting in their construction, ongoing monitoring, and alignment with diverse investment objectives.
• Generate, interpret, and analyse portfolio data and performance metrics; support monthly and quarterly reporting cycles by retrieving, validating, reconciling, and analysing data for both internal and client use.
• Continuously monitor portfolio exposures and risks, ensuring adherence to investment guidelines and timely execution of Portfolio Manager instructions across relevant systems.
• Assist in the assessment and ongoing monitoring of incumbent and current investment managers in collaboration with Portfolio Managers and the investment research team.
• Maintain portfolio accuracy across internal systems, verify manual calculations when needed, and contribute to process improvements and automation initiatives to drive efficiency.
• Contribute to the creation and review of client-facing reports and presentations; respond to client queries and develop the ability to present findings both internally and externally.
• Build an understanding of the market, investment risks, relevant tools, and internal systems while developing in-depth knowledge of the portfolios and products managed.
• Provide ad hoc analysis as required, support colleagues by reviewing reports prepared by others, and contribute meaningfully to team-wide initiatives and improvements.

What our client is looking for:

• A tertiary qualification which can be FAIS recognised (B.Com, B.Bus.Sci, BSc, etc.)
• 2 - 5 years of relevant experience in investments
• Possesses or is developing a solid understanding of macroeconomics, portfolio construction, manager research, portfolio and instrument-level data, as well as key investment concepts such as risk, performance, and attribution.
• Comfortable handling large volumes of portfolio and market data, with strong analytical skills and attention to detail; familiarity with tools like Microsoft Excel is essential, and experience with platforms such as Bloomberg, FactSet, or Morningstar is advantageous.
• Demonstrates a proactive mindset, initiative, and strong problem-solving abilities.
• Exhibits resilience, emotional maturity, and the ability to manage high-pressure situations, tight deadlines, etc.
• Communicates clearly and courteously, both in writing and verbally. Works well independently and as part of a team.
• Displays a strong passion for investments and an eagerness to learn and grow.

Job ID:

• J

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