Investment Analyst
1 week ago
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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