Investment Analyst

3 days ago


Randburg, Gauteng, South Africa National Empowerment Fund Full time
Job title : Investment Analyst

Job Location : Gauteng, Johannesburg
Deadline : April 07, 2025

Job Description

Assessment of Applications (Pre-screening) and Report writing
  • Collect all relevant information from applicants;
  • Evaluate new deals from Pre-Investment;
  • Perform high level desktop financial and commercial assessment and provide recommendations and comments to Investment Associates;
  • Analyse, compile and report on market information on a deal-by-deal basis;
  • Prepare the early review report and make recommendation for ratification by deal committee within guidelines;
  • Draft recommendation letters.
Financial modelling and preparing of financial analysis
  • Build financial models according to NEF financial modelling methodologies standards models;
  • Provide comprehensive financial analysis, using approved financial modelling tools, to the Deal Team on transactions presented to the NEF;
  • Apply standard investment analysis (under the advice / assistance of senior team members) on deal structuring techniques, market analysis and valuation principles;
  • Manage and influence internal decision–making and project process to obtain investment approval;
Research, analysis and preparing research reports
  • Conduct research and gathering data using reliable sources of information;
  • Assist teams with due diligence exercise;
  • Analyse and prepare reports on findings and make recommendations.
Minimum Requirements
Qualification Requirements
  • Bachelor of Commerce degree in Accounting / Economics / Finance or equivalent;
  • Postgraduate qualification and/or CFA are an added advantage.
Experience / Skills Required
  • Minimum of 2 years similar experience in the corporate finance/ Banking/ DFI environment;
  • At least 2 years of financial modelling and deal assessment experience;
  • A generalist in small and medium enterprises (SMEs), franchise, procurement and entrepreneurship finance area;
  • Understanding of 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 financial modelling methodologies;
  • Ability to apply NEF processes with ability to move beyond the standard process with help to produce highly insightful diagnoses;
  • Able to identify important issues and highlight same to team for consideration;
  • Good at knowledge gathering finds additional relevant information from unusual sources;
  • Possesses analytical skills;
  • Can develop good, actionable recommendations and is a strong contributor in discussions on investment implications;
  • Structures own work and meet all commitments and targets and also exceeds agreed upon work;
  • Participation in team problem solving;
  • Contributions to team effectiveness;
  • Willingness to travel.
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