233 Securities Analyst jobs in South Africa

Securities Services Analyst

Johannesburg, Gauteng ManpowerGroup SA

Posted 19 days ago

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Job Description

Job Reference: KEY001066-DP-1

Johannesburg - Our client in the Finance Industry is urgently looking to employ a Securities Services Analyst on a Fixed Term 12-month contract.

The successful candidate will take responsibility for client account maintenance, creation of client communications, and service to custody clients, supporting SSH South Africa in administrative functions relating to business management.

Duties & Responsibilities

Responsibilities:

  • Responsible for client account maintenance which comprises of account opening, closure, as well as amendments.
  • Creation of Market and Service watches for clients.
  • Assist SSH and Product Manager (PM) with the maintenance and improvements of the Market Profile, Service Profile, Risk Map, Holiday calendar, etc., for clients.
  • Help SSH and PM with administrative tasks that aid in revenue and cost management.
  • Assist PM with client requests.
  • Assist SSH and PM with audit queries.
  • Alert SSH and PM of events that may create or increase risk.
Requirements
  • 1-2 years practical work experience in Securities Services.
  • University degree.
  • Excellent written and communication skills with the ability to communicate at all levels.
  • Strong interpersonal skills.
  • Ability to manage multiple tasks simultaneously.
  • Effectiveness under pressure / stress management.

Please note only shortlisted candidates will be contacted.

Package & Remuneration

R 217 - R 218 - Hourly

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Analyst, Equity Research (Mining and Metals)

Johannesburg, Gauteng Standard Bank of South Africa Limited

Posted 13 days ago

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Job Description

Analyst, Equity Research (Mining and Metals)

Job Overview

Business Segment: Corporate & Investment Banking

Location: ZA, GP, Johannesburg, Baker Street 30

SBG Securities is a wholly owned subsidiary of Standard Bank Group, assisting institutional and retail clients in research and trading across 17 African markets. We are a top-rated Research Team since 2016. Standard Bank is an Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals.

JOB PURPOSE

To join a leading, top ranked, high-energy Equity Research Franchise in a junior analyst role, assisting the lead analyst in the sectors of PGMs, Gold and Oil and Gas. Develop sector coverage over time with the opportunity to develop into a lead role within the bank.

The ideal candidate must have very strong numeracy skills, be highly analytical, self-starting, creative and good at developing and presenting a view. Strong excel skills and attention to detail are critical. Being able to cope in a high-pressure environment will be essential.

A successful execution of the job steers client trade and a commission stream via the dealing platform of the broker. This advisory function is fulfilled through regular publication of investment ideas, company and sector updates, marketing of ideas and the organization of conferences and other corporate access activities. In addition, we anticipate that an analyst builds a network of executive contacts and, within the global regulatory framework, generates observations and ideas that may assist the primary capital teams of the bank.

Essential Functions

  1. The role will include responsibility for the broader bank’s PGM commodity forecasts, requiring global supply & demand modelling and PGM commodity pricing estimates.
  2. Assisting the Sector Head in conducting new and innovative research, assisting in publication of regular product and new thematic reports, updating and maintenance of existing models including sourcing new data sets.
  3. Attend roadshows alongside Sector Head including attendance to company results, corporate meetings and site visits.
  4. Complete and respond to ‘bespoke’ and ad-hoc client requests.
  5. Oversee the day-to-day activities of the research department, ensuring accuracy of work and that research content is marketable and actionable.
  6. Regularly and timeously write insightful and impactful research that results in a product suite that encompasses sector and company notes, thematic and periodical publications, comments on news-flow and its impact of share valuations.
  7. Develop skills and knowledge base to a point where the analyst can initiate coverage of relevant and commercial number of stocks in the allocated sectors.
  8. Market the investment ideas to domestic and offshore based global investors. Marketing consists of face-to-face road show meetings, conference calls, tele-marketing, etc.
  9. A combination of the above is expected to result in a measurable progression of an Analyst franchise (= own and broker/bank brand combined) with institutional investors as measured in the customary broker performance reviews and external broker surveys.
  10. Inform and work with Sales and Trading, within compliance framework, to optimise the marketing and execution of investment ideas.
  11. Pro-actively pass interesting and commercial ideas on the counterparts in CIB for instance in ECM, DCM, M&A and broader corporate finance functions.
  12. Develop a sector coverage and product strategy to effect, establish and grow a leading research franchise.
  13. Oversee coverage of relevant commercial stocks in the allocated / targeted sectors and companies to maintain up-to-date market data, knowledge of current events and to identify key developments.
  14. Oversee the development of commercial and differentiated research reports / publications, and monitor the process of analysis and recommendations to ensure consistent quality deliverables.
  15. Oversee the distribution of research product/ commercial ideas to counterparts in Corporate Investment Banking (CIB) e.g. ECM, M&A and Coverage and broader corporate finance functions to generate leads.
  16. Oversee the organising of conferencing and corporate access calendars in order to provide corporate access to link executives of corporations and other decision- and opinion-makers to investment managers.
  17. Plan, direct and present analysis to demonstrate and enhance the value of CIB Equity Research ideas to existing and prospective clients.

Qualifications

Type of Qualification: Bachelors Degree, preferably in the engineering or mathematical sciences
Field of Study: Mathematical Sciences, mining

Experience Required

  • Role based in Cape Town or Johannesburg offices
  • Mining and Metals industry analysis experience preferred

Macro Generic
Global Markets Equity Research
1-2 years
Strong Microsoft Excel skills with seasoned / strong financial modelling and analysis skills

3-4 years
Experience as a covering or lead analyst on individual equities, with the ability to develop strong client relationships

4-6 years
Seasoned asset management and sector experience expertise into assessing investment opportunities within a specific sector universe

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Analyst, equity research (mining and metals)

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted today

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Job Description

permanent
Analyst, Equity Research (Mining and Metals) Job Overview Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Baker Street 30 SBG Securities is a wholly owned subsidiary of Standard Bank Group, assisting institutional and retail clients in research and trading across 17 African markets. We are a top-rated Research Team since 2016. Standard Bank is an Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. JOB PURPOSE To join a leading, top ranked, high-energy Equity Research Franchise in a junior analyst role, assisting the lead analyst in the sectors of PGMs, Gold and Oil and Gas. Develop sector coverage over time with the opportunity to develop into a lead role within the bank. The ideal candidate must have very strong numeracy skills, be highly analytical, self-starting, creative and good at developing and presenting a view. Strong excel skills and attention to detail are critical. Being able to cope in a high-pressure environment will be essential. A successful execution of the job steers client trade and a commission stream via the dealing platform of the broker. This advisory function is fulfilled through regular publication of investment ideas, company and sector updates, marketing of ideas and the organization of conferences and other corporate access activities. In addition, we anticipate that an analyst builds a network of executive contacts and, within the global regulatory framework, generates observations and ideas that may assist the primary capital teams of the bank. Essential Functions The role will include responsibility for the broader bank’s PGM commodity forecasts, requiring global supply & demand modelling and PGM commodity pricing estimates. Assisting the Sector Head in conducting new and innovative research, assisting in publication of regular product and new thematic reports, updating and maintenance of existing models including sourcing new data sets. Attend roadshows alongside Sector Head including attendance to company results, corporate meetings and site visits. Complete and respond to ‘bespoke’ and ad-hoc client requests. Oversee the day-to-day activities of the research department, ensuring accuracy of work and that research content is marketable and actionable. Regularly and timeously write insightful and impactful research that results in a product suite that encompasses sector and company notes, thematic and periodical publications, comments on news-flow and its impact of share valuations. Develop skills and knowledge base to a point where the analyst can initiate coverage of relevant and commercial number of stocks in the allocated sectors. Market the investment ideas to domestic and offshore based global investors. Marketing consists of face-to-face road show meetings, conference calls, tele-marketing, etc. A combination of the above is expected to result in a measurable progression of an Analyst franchise (= own and broker/bank brand combined) with institutional investors as measured in the customary broker performance reviews and external broker surveys. Inform and work with Sales and Trading, within compliance framework, to optimise the marketing and execution of investment ideas. Pro-actively pass interesting and commercial ideas on the counterparts in CIB for instance in ECM, DCM, M&A and broader corporate finance functions. Develop a sector coverage and product strategy to effect, establish and grow a leading research franchise. Oversee coverage of relevant commercial stocks in the allocated / targeted sectors and companies to maintain up-to-date market data, knowledge of current events and to identify key developments. Oversee the development of commercial and differentiated research reports / publications, and monitor the process of analysis and recommendations to ensure consistent quality deliverables. Oversee the distribution of research product/ commercial ideas to counterparts in Corporate Investment Banking (CIB) e.g. ECM, M&A and Coverage and broader corporate finance functions to generate leads. Oversee the organising of conferencing and corporate access calendars in order to provide corporate access to link executives of corporations and other decision- and opinion-makers to investment managers. Plan, direct and present analysis to demonstrate and enhance the value of CIB Equity Research ideas to existing and prospective clients. Qualifications Type of Qualification: Bachelors Degree, preferably in the engineering or mathematical sciencesField of Study: Mathematical Sciences, mining Experience Required Role based in Cape Town or Johannesburg offices Mining and Metals industry analysis experience preferred Macro Generic Global Markets Equity Research1-2 yearsStrong Microsoft Excel skills with seasoned / strong financial modelling and analysis skills3-4 yearsExperience as a covering or lead analyst on individual equities, with the ability to develop strong client relationships4-6 yearsSeasoned asset management and sector experience expertise into assessing investment opportunities within a specific sector universe #J-18808-Ljbffr
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Regulatory Analyst - Debt and Specialist Securities

Sandton, Gauteng JSE Limited

Posted 13 days ago

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Job Description

Regulatory Analyst - Debt and Specialist Securities

Listing reference: jse_000626

Listing status: Under Review

Apply by: 23 April 2025

Position summary

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Permanent

Remuneration: Market Related

EE position: Yes

About our company

WHY JOIN THE JSE? The JSE recognises that its success and strength depend on the quality of its employees. We are committed to fostering a culture of continuous learning and high standards of performance. Our employee wellness programme is designed to encourage work-life balance for employees. We naturally seek to empower staff and encourage diversity and opportunities for all.

Introduction

To ensure that listed debt and specialist security companies and all other regulated and semi-regulated parties comply with the JSE Listings Requirements and JSE Debt Listings Requirements to enable the JSE to mitigate financial and reputational risk to the JSE as the regulator and the stock exchange.

Protect and grow core business – Process Management

· Review, analyse and interpret the information submitted and perform needed assessments to identify if the instruments that will be listed is one or more of the following: vanilla debt, convertible bonds, credit-linked notes, index-linked notes, structured notes/products, exchange traded notes, exchange traded funds, actively managed certificates, actively managed exchange traded funds, warrants, securitisations, asset-backed securities, preference shares, project bonds, sustainability securities and potential debt or specialist securities that may come to market (e.g. crypto assets, carbon credits, etc.)

· Once the instrument type/s have been identified, assess which specific requirements or if multiple sets of requirements would be applicable when reviewing documentation. Liaise internally to confirm the type/s of security being listed and the applicable set/s of requirements

· Subject instrument types to in-depth analysis to determine if future assets / securities / indices would be utilised in the relevant instrument type/s and identify the relevant requirements that would be applicable to those underlying assets / securities / indices and assist corporate actions with the classifications of Issuers and segments

· Maintain consistency in review process when ensuring compliance with the requirements in order to mitigate risks. Respond to queries timeously. Attend daily catch-up meetings to present rulings, issues of non-compliance, clarity on in-principle approval requests and complex matters with the aim of providing guidance and feedback to sponsors, debt sponsors and designated persons. Consult with management in decision making process where necessary. Ensure that the submission process stays within time limits and standards

· Assist listed companies or sponsors with issues pertaining to compliance to the listing requirements by outlining requirements or providing suitable alternatives

· Ensure that Issuer Regulation Page on the website is up to date with all continuously updating documents on the website

· Review, analyse and interpret the information submitted and perform needed assessments to identify if the instruments that will be listed is one or more of the following: vanilla debt, convertible bonds, credit-linked notes, index-linked notes, structured notes/products, exchange traded notes, exchange traded funds, actively managed certificates, actively managed exchange traded funds, warrants, securitisations, asset-backed securities, preference shares, project bonds, sustainability securities and potential debt or specialist securities that may come to market (e.g. crypto assets, carbon credits, etc.)

· Once the instrument type/s have been identified, assess which specific requirements or if multiple sets of requirements would be applicable when reviewing documentation. Liaise internally to confirm the type/s of security being listed and the applicable set/s of requirements

· Subject instrument types to in-depth analysis to determine if future assets / securities / indices would be utilised in the relevant instrument type/s and identify the relevant requirements that would be applicable to those underlying assets / securities / indices and assist corporate actions with the classifications of Issuers and segments

· Maintain consistency in review process when ensuring compliance with the requirements in order to mitigate risks. Respond to queries timeously. Attend daily catch-up meetings to present rulings, issues of non-compliance, clarity on in-principle approval requests and complex matters with the aim of providing guidance and feedback to sponsors, debt sponsors and designated persons. Consult with management in decision making process where necessary. Ensure that the submission process stays within time limits and standards

· Assist listed companies or sponsors with issues pertaining to compliance to the listing requirements by outlining requirements or providing suitable alternatives

· Ensure that Issuer Regulation Page on the website is up to date with all continuously updating documents on the website

· Utilise JSE systems, internal data and market data to regulate companies, identify trends and issues with listed companies to ensure that we proactively react to any issues that could result in a non-compliance or breach of requirements by a listed entity

Protect and grow core business – Business and Financial Results Management

· Apply cost effectiveness principles in planning and delivery to contribute to achievement of divisional financial targets

· Regulate the issuers of debt and specialist securities by ensuring their adherence to the Listings Requirements and Debt Listings Requirements

· Documents to be vetted to ensure full compliance with the Listings Requirements and Debt Listings Requirements, within the required timelines

· Provide advice and guidance to prospective and existing applicant issuers (including their relevant agents such as debt sponsors, legal advisors, etc.) by answering general queries and interpreting the listings and debt listings requirements and considering their requirements on the various types of debt and specialist securities

· Identify opportunities to improve on existing procedures and processes in order to ensure most efficient and effective usage thereo

· Provide input on systems, products or projects to improve client/JSE service

Protect and grow core business – Stakeholder relationship management

· Understand and meet clients' needs by continuous and clear communication with sponsors, debt sponsors and designated persons on the document review process

· Build sponsor, debt sponsor and designated person relationships by communicating in a professional manner and by addressing any issues that arise

· Maintain consistency in interaction with all clients

· Build networks and relationships with all clients, internal JSE teams and external stakeholders

· Interact with others in a way that promotes openness and trust and gives them confidence in one’s intentions, speak confidently and in a professional demeanour

· Engage in quarterly meetings with the key debt sponsors, sponsors and designated persons to maintain good relationships between the JSE and its regulated parties

Protect and grow core business – Self-Management

· Manage own delivery against agreed delivery plan and set timelines, identify obstacles to delivery and take appropriate action where required

· Improve personal capability and professional growth by discussing development needs with management and attending relevant training courses

· Keep abreast of changes in securities, legislation or standards relevant to debt and specialist securities

· Epitomise living the JSE values and display professional conduct

Protect and grow core business – Transformation and Innovation Contribution

· Implement improvements and/or innovative ideas that add value to the JSE

Preferred Qualification

  • Degree in Finance / Financial markets / Law / Accounting / Analytics
Preferred Experience
  • 4 years’ experience in the debt and/or specialist securities market
  • Advising on the JSE listings requirements relating to debt and/or specialist securities preferable

Knowledge and Skills preferred

Knowledge

· Knowledge of the basic mechanics behind the various types of debt and specialist securities

· Knowledge of listings requirements applicable to debt and specialist securities preferable

· Basic software applications (e.g., Outlook, Word, Excel, PowerPoint, Internet, Email)

· Knowledge on cyber security and agile methodology preferable

· Understanding of the Protection of Personal Information Act

· Knowledge on sustainability principles, guidelines or regulation would be advantageous

Skills

· Establishing and maintaining collaborative relationships with peers / manager

· Building and maintaining effective relationships with internal and external stakeholders

· Analytical and critical thinking skills (problem-solving)

· Time management and good organisation and planning

· Good communication skills (written and verbal)

· Completing tasks under time constraints

· Artificial Intelligence skills would be advantageous

· Project management skills would be advantageous

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Regulatory analyst - debt and specialist securities

Sandton, Gauteng JSE Limited

Posted today

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Job Description

permanent
Regulatory Analyst - Debt and Specialist Securities Listing reference: jse_000626 Listing status: Under Review Apply by: 23 April 2025 Position summary Job category: Banking, Finance, Insurance. Stockbroking Contract: Permanent Remuneration: Market Related EE position: Yes About our company WHY JOIN THE JSE? The JSE recognises that its success and strength depend on the quality of its employees. We are committed to fostering a culture of continuous learning and high standards of performance. Our employee wellness programme is designed to encourage work-life balance for employees. We naturally seek to empower staff and encourage diversity and opportunities for all. Introduction To ensure that listed debt and specialist security companies and all other regulated and semi-regulated parties comply with the JSE Listings Requirements and JSE Debt Listings Requirements to enable the JSE to mitigate financial and reputational risk to the JSE as the regulator and the stock exchange. Protect and grow core business – Process Management · Review, analyse and interpret the information submitted and perform needed assessments to identify if the instruments that will be listed is one or more of the following: vanilla debt, convertible bonds, credit-linked notes, index-linked notes, structured notes/products, exchange traded notes, exchange traded funds, actively managed certificates, actively managed exchange traded funds, warrants, securitisations, asset-backed securities, preference shares, project bonds, sustainability securities and potential debt or specialist securities that may come to market (e.g. crypto assets, carbon credits, etc.) · Once the instrument type/s have been identified, assess which specific requirements or if multiple sets of requirements would be applicable when reviewing documentation. Liaise internally to confirm the type/s of security being listed and the applicable set/s of requirements · Subject instrument types to in-depth analysis to determine if future assets / securities / indices would be utilised in the relevant instrument type/s and identify the relevant requirements that would be applicable to those underlying assets / securities / indices and assist corporate actions with the classifications of Issuers and segments · Maintain consistency in review process when ensuring compliance with the requirements in order to mitigate risks. Respond to queries timeously. Attend daily catch-up meetings to present rulings, issues of non-compliance, clarity on in-principle approval requests and complex matters with the aim of providing guidance and feedback to sponsors, debt sponsors and designated persons. Consult with management in decision making process where necessary. Ensure that the submission process stays within time limits and standards · Assist listed companies or sponsors with issues pertaining to compliance to the listing requirements by outlining requirements or providing suitable alternatives · Ensure that Issuer Regulation Page on the website is up to date with all continuously updating documents on the website · Review, analyse and interpret the information submitted and perform needed assessments to identify if the instruments that will be listed is one or more of the following: vanilla debt, convertible bonds, credit-linked notes, index-linked notes, structured notes/products, exchange traded notes, exchange traded funds, actively managed certificates, actively managed exchange traded funds, warrants, securitisations, asset-backed securities, preference shares, project bonds, sustainability securities and potential debt or specialist securities that may come to market (e.g. crypto assets, carbon credits, etc.) · Once the instrument type/s have been identified, assess which specific requirements or if multiple sets of requirements would be applicable when reviewing documentation. Liaise internally to confirm the type/s of security being listed and the applicable set/s of requirements · Subject instrument types to in-depth analysis to determine if future assets / securities / indices would be utilised in the relevant instrument type/s and identify the relevant requirements that would be applicable to those underlying assets / securities / indices and assist corporate actions with the classifications of Issuers and segments · Maintain consistency in review process when ensuring compliance with the requirements in order to mitigate risks. Respond to queries timeously. Attend daily catch-up meetings to present rulings, issues of non-compliance, clarity on in-principle approval requests and complex matters with the aim of providing guidance and feedback to sponsors, debt sponsors and designated persons. Consult with management in decision making process where necessary. Ensure that the submission process stays within time limits and standards · Assist listed companies or sponsors with issues pertaining to compliance to the listing requirements by outlining requirements or providing suitable alternatives · Ensure that Issuer Regulation Page on the website is up to date with all continuously updating documents on the website · Utilise JSE systems, internal data and market data to regulate companies, identify trends and issues with listed companies to ensure that we proactively react to any issues that could result in a non-compliance or breach of requirements by a listed entity Protect and grow core business – Business and Financial Results Management · Apply cost effectiveness principles in planning and delivery to contribute to achievement of divisional financial targets · Regulate the issuers of debt and specialist securities by ensuring their adherence to the Listings Requirements and Debt Listings Requirements · Documents to be vetted to ensure full compliance with the Listings Requirements and Debt Listings Requirements, within the required timelines · Provide advice and guidance to prospective and existing applicant issuers (including their relevant agents such as debt sponsors, legal advisors, etc.) by answering general queries and interpreting the listings and debt listings requirements and considering their requirements on the various types of debt and specialist securities · Identify opportunities to improve on existing procedures and processes in order to ensure most efficient and effective usage thereo · Provide input on systems, products or projects to improve client/JSE service Protect and grow core business – Stakeholder relationship management · Understand and meet clients' needs by continuous and clear communication with sponsors, debt sponsors and designated persons on the document review process · Build sponsor, debt sponsor and designated person relationships by communicating in a professional manner and by addressing any issues that arise · Maintain consistency in interaction with all clients · Build networks and relationships with all clients, internal JSE teams and external stakeholders · Interact with others in a way that promotes openness and trust and gives them confidence in one’s intentions, speak confidently and in a professional demeanour · Engage in quarterly meetings with the key debt sponsors, sponsors and designated persons to maintain good relationships between the JSE and its regulated parties Protect and grow core business – Self-Management · Manage own delivery against agreed delivery plan and set timelines, identify obstacles to delivery and take appropriate action where required · Improve personal capability and professional growth by discussing development needs with management and attending relevant training courses · Keep abreast of changes in securities, legislation or standards relevant to debt and specialist securities · Epitomise living the JSE values and display professional conduct Protect and grow core business – Transformation and Innovation Contribution · Implement improvements and/or innovative ideas that add value to the JSE Preferred Qualification Degree in Finance / Financial markets / Law / Accounting / Analytics Preferred Experience 4 years’ experience in the debt and/or specialist securities market Advising on the JSE listings requirements relating to debt and/or specialist securities preferable Knowledge and Skills preferred Knowledge · Knowledge of the basic mechanics behind the various types of debt and specialist securities · Knowledge of listings requirements applicable to debt and specialist securities preferable · Basic software applications (e.g., Outlook, Word, Excel, Power Point, Internet, Email) · Knowledge on cyber security and agile methodology preferable · Understanding of the Protection of Personal Information Act · Knowledge on sustainability principles, guidelines or regulation would be advantageous Skills · Establishing and maintaining collaborative relationships with peers / manager · Building and maintaining effective relationships with internal and external stakeholders · Analytical and critical thinking skills (problem-solving) · Time management and good organisation and planning · Good communication skills (written and verbal) · Completing tasks under time constraints · Artificial Intelligence skills would be advantageous · Project management skills would be advantageous #J-18808-Ljbffr
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Investment Analyst

Sandton, Gauteng Sanlam Limited

Posted 1 day ago

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Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.


The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.


Sanlam Alternative Investments (SAI)
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.

The SME Investment Analyst is responsible for assessing and managing the credit risk of small and medium-sized enterprise (SME) clients. The role involves analyzing financial information, evaluating business risks, and making informed credit recommendations to support sound lending decisions and portfolio growth.

Responsibilities Include:
  • Responsible for researching, analysing and provision of relevant information and recommendations regarding investment attractiveness.
  • Analyses an SME's position within its industry, sales and profit estimates, projected rates of return on capital, total equity, asset utilisation and leverage.
  • Projects short- and long-term cash flows and ability to service and repay debt.
  • Assists with annual reviews, report backs and explain performance variances.
  • Makes recommendations for the initial loan facility, renewals and/or amendments.
  • Responsible for post investment monitoring and liaison with support staff including fund accountants, legal, operations etc.
Qualification and Experience

BCom, CFA, CA with 2 to 3 years related experience.

Knowledge and Skills

Company research and analysis/fixed interest/alternative investments/property

Rank companies within industry

Recommendations and presentation of results

Personal Attributes

Self-development - Contributing independently

Decision quality - Contributing independently

Financial acumen - Contributing independently

Business insight - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embracesdiversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business inSouth Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Investment Analyst

Cape Town, Western Cape Old Mutual Life Assurance Company (SA) Ltd

Posted 3 days ago

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Job Description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

na

A great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within a dynamic team environment. Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

na

A great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within a dynamic team environment. Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.

Key responsibilities will include amongst others:

  • Investment research across asset classes from a top-down perspective.
  • Bottom-up company/stock research on local and global markets.
  • Develop and evaluate financial models on companies.
  • Perform valuation analysis on company shares.
  • Make investment recommendations based on research conducted.
  • Present investment ideas and updates to the investment team and portfolio managers.
  • Involvement in the performance reporting cycle
  • Responsible for monthly and quarterly performance procedure
  • Undertake ad hoc research requests from portfolio managers.
  • Keep abreast of current market and industry developments.
  • Work alongside the compliance team in monitoring portfolio mandates from a compliance perspective.
  • Portfolio performance analysis.
  • Be a member of and contribute to model portfolio sub-committees.
  • Enhance company brand and profile through media contributions that could include commentary on company result updates, written investment-related articles, journalist interviews and webinar presentations etc.

Key Results areas:

  • Researching and presenting investment ideas based on thorough analysis.
  • Presenting emerging investment themes and interesting topics.
  • Portfolio manager support.
  • Developing and maintaining models and screeners
  • Portfolio manager mandate monitoring.
  • Investment performance analysis.
  • Building company profile through publication of research across numerous media platforms.

Qualifications and Experience required:

  • Relevant graduate qualification (BCom, BSc, B.Bus.Sci).
  • Preferably 3 years minimum investment research experience .
  • Strong quantitative skills or programming experience
  • Understanding of financial statements and financial analysis.
  • MS Suite (Excel, Word, Outlook).
  • Critical reasoning skills.
  • Great communication skills and are able to present ideas clearly in English (both written and verbal).
  • A professional approach.
  • Proactive and confident.
  • A team player with strong collaboration skills.
  • Motivated and able to learn new skills and concepts independently .

Skills

Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation

Competencies

Business InsightCollaboratesCommunicates EffectivelyDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages Complexity

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

27 August 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

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Investment Analyst

Sandton, Gauteng Sanlam

Posted 4 days ago

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Who are we?

Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.


The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.


Sanlam Alternative Investments (SAI)
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.

What will you do?

The SME Investment Analyst is responsible for assessing and managing the credit risk of small and medium-sized enterprise (SME) clients. The role involves analyzing financial information, evaluating business risks, and making informed credit recommendations to support sound lending decisions and portfolio growth.

Responsibilities Include:
  • Responsible for researching, analysing and provision of relevant information and recommendations regarding investment attractiveness.
  • Analyses an SME's position within its industry, sales and profit estimates, projected rates of return on capital, total equity, asset utilisation and leverage.
  • Projects short- and long-term cash flows and ability to service and repay debt.
  • Assists with annual reviews, report backs and explain performance variances.
  • Makes recommendations for the initial loan facility, renewals and/or amendments.
  • Responsible for post investment monitoring and liaison with support staff including fund accountants, legal, operations etc.
Qualification and Experience BCom, CFA, CA with 2 to 3 years related experience. Knowledge and Skills Company research and analysis/fixed interest/alternative investments/property Rank companies within industry Recommendations and presentation of results Financial Modelling Personal Attributes Self-development - Contributing independently Decision quality - Contributing independently Financial acumen - Contributing independently Business insight - Contributing independently Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embracesdiversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business inSouth Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Investment Analyst

Snatch | Accounting & Finance Headhunters

Posted 11 days ago

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Job Description

Join to apply for the Investment Analyst role at Snatch | Accounting & Finance Headhunters

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Executive Finance Recruiter | Headhunting for Talent in Finance and Accounting

An established venture capital firm is seeking a motivated Investment Analyst to join their team in Cape Town .

As an Investment Analyst, you will support the investment process by conducting financial due diligence, preparing investment documentation, monitoring portfolio performance, and assisting with fund management activities.

This is an in-office role designated for Employment Equity (EE) candidates.

Key Responsibilities:

  • Conduct financial modelling, valuation, and company and industry analysis to support investment decisions.
  • Prepare investment papers, reports, and presentations for internal and external stakeholders.
  • Monitor portfolio performance, including financial and impact reporting, with detailed valuation work.
  • Support the execution, management, and reporting of investments and interact with portfolio companies and investment partners.
  • Travel nationally and regionally to attend industry events and training as required.

Qualifications and Experience:

  • CA, CFA, or Honours degree in finance or a related field
  • Between 1 to 3 years of relevant experience, preferably in finance, consulting, or a fast-paced analytical setting.
  • Experience with non-listed equity valuation and financial modelling is preferred.
  • R720,000 – R840,000 CTC / year, depending on experience.
  • Remuneration package aligned to experience, potentially including performance and equity incentives.
Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Accounting/Auditing and Finance

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Investment Analyst

Durban, KwaZulu Natal Nefcorp

Posted 13 days ago

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Job Description

Job category: Banking, Finance, Insurance. Stockbroking

Location: Durban

Contract: Fixed Term Contract

Remuneration: Market Related

EE position: Yes

Introduction

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.

Responsibilities

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.
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