Investment Analyst

1 week ago


Pretoria, Gauteng, South Africa Symotree Global Full time R900 000 - R1 200 000 per year

Symotree is searching for high-performing Investment Analyst for our client to fulfil the role outlined below.

Role:
Investment Analyst

Location:
South Africa (Hybrid)

Type:
Full-time | Private Investment Firm

About The Hiring Organisation

The organisation is a privately held investment company (BVI domiciled) built on a simple design —
one ship, two engines, one destination.

  • Engine 1:
    A cash-generative mining operation in South Africa.
  • Engine 2:
    A Contrarian Commodity Desk focused on cycle opportunities.
  • The Vault (Sea-Change Portfolio):
    Our compounding equity portfolio, dedicated to identifying durable compounders while avoiding growth and value traps.

We are building a
modern, enduring investment house
rooted in rationality, deep research, and quiet excellence.

The Role

The analyst will help construct and monitor the
Sea-Change Portfolio
- a long-term vault of businesses with moats, sound capital allocation, and compounding cash flows.

The role combines classical financial analysis with modern, AI-enabled research methods to surface insight from vast public data.

Key Responsibilities

  • Analyse
    S&P 500 constituents and 13F filings
    to identify potential compounders.
  • Perform
    financial statement analysis
    to assess business models, moats, competition, and capital intensity.
  • Maintain a structured
    scorecard
    of companies and sector insights.
  • Use
    AI tools intelligently
    to synthesise filings and automate research summaries.
  • Prepare
    investment memos
    that present facts, logic, risks, and valuation ranges.
  • Work closely with the
    Chairman
    on allocation decisions.

Who You Are

We are intentionally looking for a rare intellectual archetype, not a conventional job-seeker.

Please read carefully and apply only if this genuinely describes you.

  • Naturally
    introverted and analytical
    : draws energy from independent thinking, not networking.
  • Truth-seeking
    and precise: numbers before narratives, facts before noise.
  • Detail-driven but panoramic:
    can live in footnotes and still see industry structure.
  • AI-native
    : enjoys using modern tools to work faster and cleaner, while verifying sources.
  • Calm, patient, and independent
    : thinks in decades, not quarters.
  • Prefers a private, owner-led setting to corporate bureaucracy.

Academic & Technical Qualifications

  • Bachelor's or Master's in
    Finance, Economics, or Accounting
    (preferred). Quant-rigorous degrees (Engineering / Applied Math) considered with proven financial literacy.
  • Academic excellence
    : First Class/Distinction, top decile, or GPA ≥ 3.6 equivalent.
  • CFA Level II (passed)
    or
    active Level III candidate strongly preferred
    ; Level I considered for exceptional academic performers.
  • 2–4 years of financial analysis, audit, or investment research experience.
  • Skilled in
    financial modelling and valuation:
    FCF & DCF analysis, ROIC, unit economics, sensible multiples, and scenario testing.
  • Comfortable reading
    SEC filings (10-K, 10-Q, 20-F)
    and tracking
    13F disclosures.
  • Proficient in
    Excel / Google Sheets
    ; strong presentation and analytical writing skills.
  • Naturally adopts
    AI tools
    to enhance speed, clarity, and data synthesis without blindly trusting them.

Company Culture

The organisation operates like a
private research lab, not a corporate floor
. No noise, no politics, no dashboards.

Every analyst is expected to think like an owner and work with intellectual honesty and discipline.


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