Investment Analyst
2 weeks ago
Who are we?
Sanlam Investments
We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth.
Sanlam Investments (SI) is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger institutions. Our comprehensive investment offerings include active solutions (equities, fixed interest, balanced and absolute), indexation solutions (index tracking and factor-based solutions), alternatives (private equity, private debt, infrastructure and direct property) and multi-managed products. Private Equity
Making a difference in the economies in which we operate
Private Equity is part of the Sanlam Investments Alternatives business, the private equity team is one of the most established private equity teams in the country, with a 25-year track record in the South African private equity space and R4.5 billion in assets under management. We are one of the few black fund managers in the true mid-market private equity space in South Africa, uniquely positioned to identify and support growing businesses.
We have a dedicated team of experienced investments individuals with in-depth private equity knowledge and a strong track record of partnering with owner-managed, entrepreneurially-run, mid-sized companies.
Private equity is considered to be a major driver of economic growth and job creation in South Africa, while also generating attractive returns for investors. This is an opportunity to be part of a passionate team that loves what we do, and that makes a measurable difference to people, communities, and the planet. We are always looking for like-minded individuals to join us to give our best, to make an impact, and forge a long-term career. What will you do?
**Role Overview**:
The Investment Analyst role offers vital support to senior members of the investment team, playing a pivotal role in facilitating well-informed investment decisions for the company. This position involves assisting in both pre
- and post-investment procedures, as well as providing essential support for the operational aspects of the investment process.
Key responsibilities
The primary role is to provide support to more experienced team members throughout the investment process.
Executing in-depth financial modelling and financial analysis under supervision of the Associate or Principal.
Conducting industry and market research on investment targets.
Assisting in preparing of Discussion Papers and Transaction Proposals.
Attending external meetings with senior members of the team as necessary.
Supporting the senior members in ensuring compliance with all regulatory requirements for each investment.
Post-investment monitoring and analysis of management accounts and financial results.
Performing general administration tasks for the investment process, including minute taking, preparation and keeping updated folders and files for potential targets and investee companies, preparation of weekly screens, monitoring of performance of portfolio against pre-set benchmarks, and preparation of weekly, monthly, or quarterly performance reports.
Performing additional task that may be assigned by senior members of the investment team.
What will make you successful in this role?
Functional Competencies
Demonstrates a foundational understanding of the SPE investment philosophy and criteria.
Exhibit a strong understanding of the private equity investment philosophy and can effectively illustrate how it is applied to SPE portfolio companies.
Ability to conduct comprehensive desktop analysis of potential investment targets, adept at identifying key opportunities and risks, and skilled in formulating strategies to address them.
Inquisitive and committed to continuous self-development.
Proficiency at constructing financial and valuation models.
A self-starter who proactively responds and assist senior members of the team response to portfolio company value unlock opportunities.
Ability to prioritise commitments and communicate effectively with team as well as clients.
Display a high level of emotional intelligence to be able to establish trusting relationships with team members and the client.
Ability to perform the portfolio maintenance and compliance functions effectively.
A dedicated team player consistently prioritising the business over individual interests.
**Qualification and Experience**:
Bachelor’s degree in Finance, Economics, Business, or a related field.
Proven track record of at least 1 - 3 years of experience in investment banking preferably.
Core Competencies
Cultivates Innovation - Creating new and better ways for the organisation to be successful
Client focus - building strong client relationships and delivering client centric solutions
Drives results - consistently seizing opportunities and achieving results even under tough circumstances
Collaborates - building partnerships and work
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