Investment Analyst

5 days ago


Cape Town, Western Cape, South Africa Boardroom Appointments Full time R600 000 - R1 200 000 per year


Investment Analyst

Minimum Requirements:

  • Matric [Grade 12]
  • BCom Degree in Finance or related field. MBA advantage 
  • Work experience from 3 to 6 years in an investment bank, private equity or venture capital fund, Big3 or Big4 (valuation, due diligence, strategy), investment divisions of financial and industrial groups
  • Good knowledge of corporate finance and extensive experience in financial modeling (DCF)
  • CFA/ACCA/CPA certificates are welcome
  • Advanced Excel and PowerPoint skills
  • Strong analytical skills and ability to solve non-standard problems
  • Developed communication skills and focus on results
  • Independent multitasking skills

Responsibilities: 

  • Conduct industry analysis and search for investment opportunities
  • Conduct a comprehensive analysis of investment cases
  • Develop financial models to assess the value of projects and companies
  • Participate in structuring investment projects and negotiating the terms of the transaction
  • Prepare presentations, memoranda, and other materials
  • Coordinate due diligence with the involvement of external consultants
  • Coordinate the preparation of legally binding documentation by the agreed terms
  • Prepare clear, concise, regular reports
  • Maintain trusting relationships and direct contact with partners, consultants, and other stakeholders
  • Provide planning support and participate in events


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