Investment Analyst, Johannesburg
Finance / Accounting
Johannesburg – Gauteng
Investment Analyst
Johannesburg
Outline
Deadline – 15 May 2026
- Reports to the Fund Manager (Fund)
Overview:
To provide support function to Investment Associates on all areas of transaction execution.
Responsibilities:
Assessment of Applications (Pre-screening) and Report writing
- Collect all relevant information from applicants;
- Evaluate new deals from Pre-Investment for potential;
- 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 recommendations for ratification by deal committee within guidelines;
- Draft recommendation letters.
Financial modeling and preparing of financial analysis
- Build financial models according to financial modeling methodologies standards models;
- Provide comprehensive financial analysis, using approved financial modelling tools, to the Deal Team on transactions presented;
- 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 gather data using reliable sources of information;
- Assist teams with due diligence exercise;
- Analyse and prepare reports on findings and make recommendations.
Minimum Experience/Skills Required:
- Minimum of 2 years of 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 mandates 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 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.
Qualifications Required:
- Bachelor of Commerce degree in Accounting / Economics / Finance or equivalent;
- Postgraduate qualification and/or CFA are an added advantage.
Personal Attributes:
- Analytical Thinker and Attention to Detail
- Strong entrepreneurial understanding
- Assertive disposition
- Business Report writing
- Strong team contributor
- Exceptional time management quantities
- Integrity beyond reproach
- Maintains high levels of work standards
Intrapersonal competencies:
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Resilience and Stress Management
Interpersonal competencies:
- Building Relationships
- Customer Service Orientation
- Interpersonal Agility
- Teamwork
Communication competencies:
Influencing & Impact (incl. Negotiation)
Presentation and Facilitation
Functional competencies:
- Anticipating and Managing Change
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Research Competencies
Please Note: Should you not receive feedback within 3 months, please consider your application as unsuccessful.
