CA(SA) Investment Analyst

4 weeks ago

Cape Town, South Africa The Recruiters Full time

This is an excellent opportunity to join a leading global asset/investment management entity. This position will provide a considerable career opportunity to the successful applicant and is an in office role based in the southern suburbs, Cape Town.

As an Investment Analyst, you will work closely with the Portfolio Managers and Investment Committee to evaluate investment opportunities, conduct due diligence on potential investments and monitor the performance of existing portfolios. You will also be responsible for conducting research and analysis to support investment decisions.

Responsibilities:
Investment Analysis and Research
Conduct detailed financial analysis of target companies, including cash flow projections, financial statement analysis, and scenario modelling.
Perform in-depth market research and industry analysis to assess trends, competitive landscapes, and sectoral risks for both private debt and private equity investments.
Develop and maintain detailed investment models for private debt and private equity transactions, including sensitivity analyses and valuation assessments.

Deal Structuring and Execution
Support the investment team in structuring private debt transactions, including senior and subordinated debt, asset-backed loans, and hybrid structures.
Assist in the preparation and review of investment memorandums for presentation to the investment committee.
Conduct thorough due diligence, including financial, legal, operational, and commercial aspects, coordinating with internal and external advisors as needed.

Portfolio Monitoring
Monitor financial and operational performance of portfolio companies on an ongoing basis, identifying risks and reporting any material changes to the investment committee.
Track and analyze key financial metrics to support the evaluation of portfolio performance and assess adherence to investment covenants.
Prepare regular portfolio reviews and update the team on emerging risks and opportunities.

Stakeholder and Client Communication
Develop and maintain relationships with key stakeholders, including portfolio company management teams, service providers, and internal investment committee members.
Provide ongoing support to the investment team by contributing to investor reports and presentations.

Requirements
Chartered Accountant (SA) professional qualification
5+ years relevant work experience within the financial services industry (after completing articles, ideally in corporate finance/private debt/banking/private equity.)
Strong financial modelling and analytical skills, with proven experience in private debt or private equity.
In-depth knowledge of financial statements, corporate valuation methodologies, and investment principles.
Familiarity with transaction due diligence, credit assessment, and risk analysis.
Advanced proficiency in MS Excel, PowerPoint, and financial modelling software.

  • Financial Investment Analyst

    6 months ago

    Cape Town, South Africa CA Financial Appointments Full time

    Our client is seeking a Financial Investment Analyst for a 12 month contract. The ideal individual will be responsible for investments and investment related data, at an operational level for the business, preparation of management reports, provision of interpretation of financial data and predictive results. If you are a qualified CA(SA) with at least 2...

  • Investment Analyst

    1 month ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Top Investment OpportunityCA Financial Appointments is seeking a talented young finance professional to join our award-winning investment boutique as an Investment Analyst. This role offers a unique opportunity to work with both South African and global markets, providing a broad scope for exposure and growth.Key Responsibilities:Conduct in-depth industry...

  • Investment Analyst

    6 months ago

    Cape Town, South Africa CA Financial Appointments Full time

    Top performing young finance professional sought for an incredible opportunity to join an award-winning investment boutique as an Investment Analyst. This team service both South Africa and global markets, so offer a fantastic scope for exposure. If a future as an investment analyst is what you're looking for, then we want to hear from you! Our client is...

  • Investment Analyst

    6 months ago

    Cape Town, South Africa CA Financial Appointments Full time

    Top performing young finance professional sought for an incredible opportunity to join an award-winning investment boutique as an Investment Analyst. This team service both South Africa and global markets, so offer a fantastic scope for exposure. If a future as an investment analyst is what you're looking for, then we want to hear from you! Our client is...

  • Investment Analyst

    4 months ago

    Cape Town, South Africa Set Consulting Full time

    Investment AnalystAttractive market related packageCape TownHighly successful boutique investment firm have an excellent opportunity for an Investment Analyst. Join this high performing team and be responsible for research and analysis of listed securities both in SA and globally.Key performance areas:Prepare individual company forecasts and valuationsReview...

  • Investment Analyst

    4 months ago

    Cape Town, South Africa SET Recruitment Consultants Full time

    Investment AnalystAttractive market related packageCape TownHighly successful boutique investment firm have an excellent opportunity for an Investment Analyst. Join this high performing team and be responsible for research and analysis of listed securities both in SA and globally.Key performance areas:Prepare individual company forecasts and valuationsReview...

  • Investment Manager CA

    2 months ago

    Cape Town, South Africa Human Value Full time

    This is an incredible opportunity for a CA (SA) with 4 – 6 years PQE to join a strong team of professionals in Cape Town, providing venture debt and loans to innovative and growing SMEs.This is a Cape Town based role serving international clients - mainly UK, EU and US presence.You will have deep financial analysis expertise and pride yourself on creating...

  • Investment Manager CA

    2 months ago

    Cape Town, South Africa Human Value Full time

    This is an incredible opportunity for a CA (SA) with 4 – 6 years PQE to join a strong team of professionals in Cape Town, providing venture debt and loans to innovative and growing SMEs. This is a Cape Town based role serving international clients - mainly UK, EU and US presence. You will have deep financial analysis expertise and pride yourself on...

  • Investment Manager CA

    2 months ago

    Cape Town, South Africa HumanValue Full time

    This is an incredible opportunity for a CA (SA) with 4 – 6 years PQE to join a strong team of professionals in Cape Town, providing venture debt and loans to innovative and growing SMEs.This is a Cape Town based role serving international clients - mainly UK, EU and US presence.You will have deep financial analysis expertise and pride yourself on creating...

  • Investment Manager CA

    1 month ago

    Cape Town City Centre, South Africa Jobted ZA C2 Full time

    This is an incredible opportunity for a CA (SA) with 4 – 6 years PQE to join a strong team of professionals in Cape Town, providing venture debt and loans to innovative and growing SMEs. This is a Cape Town based role serving international clients - mainly UK, EU and US presence. You will have deep financial analysis expertise and pride yourself on...

  • Senior Financial Analyst

    2 days ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Network Recruitment is seeking a Senior Financial Analyst - CA(SA) to join their team in the northern suburbs of Cape Town. With a competitive salary range estimated at R600,000 - R900,000 per annum, this role offers an exciting opportunity for experienced professionals to take their career to the next level.About the RoleThe successful candidate will be...

  • Senior Investment Professional

    1 week ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Investment Analyst RoleCA Financial Appointments is seeking a highly skilled and ambitious investment professional to join our client's award-winning team as an Investment Analyst.About the Opportunity:The successful candidate will be responsible for conducting in-depth research on industry trends, competitors, and market analysis to provide valuable...

  • Investment Analyst

    6 months ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    **Overview**: Our client is a high-profile Private Equity business, responsible for advising on core long-term strategic holdings and portfolio investments. They are looking to appoint an Investment Analyst, responsible for supporting the investment team and conducting detailed research, analysis, and reporting. This position will work closely with the...

  • Investment Analyst

    2 months ago

    Cape Town, South Africa Consulting and Advisory Business Full time

    NAME OF THE ROLE: INVESTMENT ANALYST/ASSOCIATE (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Analyst/Associate with a respected Consulting and Advisory Business, with the goal of working towards an Investment Consultant position. KEY RESPONSIBILITIES: - Data mining - Revise investment strategies - Interact with various Asset...

  • Investment Analyst

    6 months ago

    Cape Town, South Africa Intsikelelo Holdings Full time

    Our client, a prominent investment management firm operating in Africa, is in search of an Investment Analyst to complement their Infrastructure Debt team. In this position, the primary responsibility is to oversee a diverse portfolio of infrastructure debt investments, involving tasks such as thorough credit risk management, credit analysis, financial...

  • Investment Analyst

    6 months ago

    Cape Town, South Africa Kontak Recruitment SA Full time

    Cape Town, Western Cape - Accounting/Finance - Investment Analyst (JB3849) Cape Town, Western Cape **Salary**: R75,000 per month, negotiable Independent Contractor, until an entity has been established in SA. The company we represent operates as a UK-based clean energy supplier, specializing in localized energy solutions using solar PV technology and...

  • Financial Analyst Position

    3 weeks ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a Financial Analyst to join their team. As a Credit Analyst, you will be responsible for analyzing unlisted businesses, preparing loan submissions, and related agreements.Responsibilities: Ensure all policies and procedures are followed.Prepare documentation and analysis, financial forecast models, and Investment...

  • Financial Reporting Analyst CA(SA) for Cape Town

    2 days ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Network Recruitment is currently looking to fill a challenging role for a Financial Reporting Analyst CA(SA) in the financial team of a company based in the northern suburbs of Cape Town.About the RoleWe are seeking an experienced CA(SA) qualified professional with a minimum of 1-3 years of experience in financial reporting and analysis. The ideal candidate...

  • Senior Credit Analyst

    1 month ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Senior Credit Analyst OpportunityCA Financial Appointments is seeking a highly skilled Senior Credit Analyst to join their investment team. As a key member of the team, you will be responsible for analyzing unlisted businesses, preparing loan submissions, and related agreements.Key Responsibilities:Ensure all policies and procedures are followed to maintain...

  • Credit Analyst

    3 months ago

    Cape Town, South Africa CA Financial Appointments Full time

    An established wealth management company, specializing in funding and investments is seeking the expertise of a Credit Analyst to join their investment team. Responsible for analyzing unlisted businesses, preparing loan submissions and related agreements.Responsibilities: Ensure all policies and procedures are followedPrepare documentation and analysis,...