Investment Analyst, pre investment, Johannesburg

INVESTMENT ANALYST (Pre-Investment)

JOHANNESBURG

12 MONTHS FIXED-TERM CONTRACT

OUTLINE

DEADLINE – 11 NOVEMBER 2026

Department – Pre-Investment Unit

Reports to – Head Pre-Investment

About the Position:

To provide support function to Investment Associates on all areas of transaction execution.

Responsibilities:

Application screening and preliminary assessment

• Conduct structured screening of applications within defined thresholds (e.g. deal size, complexity, sector, programme criteria)

• Assess completeness, internal consistency, and basic mandate alignment

• Identify missing information, inconsistencies, or red flags early in the process

• Apply standardised screening checklists to support objective and consistent assessments

• Recommend initial outcomes: Proceed for further assessment / Request information / Decline (subject to review)

Financial modelling support and analysis

• Develop indicative financial models to test the plausibility of key assumptions

• Analyse revenue drivers and cost structure credibility

• Analyse basic profitability and break-even levels

• Analyse working capital requirements

• Analyse cash flow sustainability at a high level

• Perform sensitivity checks on key assumptions (e.g. pricing, volumes, input costs)

• Highlight financial risks and areas requiring deeper interrogation by the Investment Associate

Financial and Data validation

Analyse historical financial information (where available) to identify:

• Trends in revenue, costs and profitability

• Liquidity and basic solvency indicators

Validate internal consistency between:

• Business plan

• Financial projections

• Supporting documents (e.g. contracts, quotes, LOIs)

• Flag anomalies, unsupported assumptions, or gaps requiring clarification

Market and Commercial support analysis

Conduct targeted research to support screening, including:

• Industry overview and basic demand dynamics

• Competitive landscape (high-level)

Verify existence of market support:

• LOIs, offtake agreements, contracts

• Highlight key commercial risks (e.g. concentration, pricing assumptions, lack of market validation)

Risk identification (preliminary)

• Identify early-stage risks including:

• Financial risks

• Operational risks

• Market risks

• Escalate material risks requiring deeper assessment

• Support documentation of risks for inclusion in screening outputs

Information structuring and screening outputs

• Structure and synthesise application information as part of screening

• Prepare concise screening reports and working papers

• Maintain accurate and auditable records on the CRM system

• Ensure traceability of inputs used in forming screening views

Pipeline support and continuous improvement

• Contribute to consistency and quality of screening outcomes across the pipeline

• Provide feedback on recurring application gaps to improve screening frameworks

• Support data capture and reporting for pipeline tracking (in collaboration with admin/system roles)

Process improvement and knowledge management

• Contribute to improving application screening templates and financial models

• Assist in standardising analytical tools and methodologies used in the Pre-Investment Unit

• Maintain structured documentation of analytical methodologies and sector insights

Minimum Requirements

Experience/Skills Required:

Minimum 2 – 4 years relevant experience in:

• Development finance institutions (DFIs)

• Private equity

• Venture capital

• Corporate finance

• Investment banking

• Structured lending environments.

Experience should include exposure to:

• Screening and preliminary assessment of investment or funding applications,

• Financial modelling, including building and reviewing integrated financial models (income statement, balance sheet and cash flow projections),

• Commercial and financial viability analysis of business plans and investment proposals,

• Investment analysis and deal assessment, including identifying key financial, operational and market risks,

• Financial statement analysis, including revenue modelling, cost structures, profitability analysis and cash flow sustainability,

• Market and industry analysis to assess demand, competitive positioning and growth prospects,

• Preparation of investment memoranda, screening reports or analytical deal assessments,

• Assessment of funding requirements and capital structures, including working capital and funding gaps,

• Evaluation of business plans and feasibility studies,

• Exposure to transaction or credit approval processes within an investment or lending environment.

Qualification Requirements:

• Bachelor’s Degree in: Finance, Accounting, Economics, Business Management, Engineering, Investment Management or related field.

Advantageous qualifications

• Honours or postgraduate qualifications in Finance, Economics, or Investment Management.

• CFA Level I or II (advantageous).

Personal Attributes:

• High ethical standards and integrity

• Strong work ethic and results orientation

• Resilience and ability to work under pressure

• Strong time management and organisational skills

Please Note: Should you not receive feedback within 3 months, please consider your application as unsuccessful.