South Africa: Ca(Sa) Investment Analyst

Date	2024-11-03
Job Title	Ca(Sa) Investment Analyst
Employer	More Information
Salary	R1080 000 p/a slightly neg
Category	Accounting Finance
Location	ZA / South Africa

Job Summary

This is an excellent opportunity to join a leading global asset/investment management entity. This position will provide a considerable career opportunity to the successful applicant and is an in office role based in the southern suburbs, Cape Town. As an Investment Analyst, you will work closely with the Portfolio Managers and Investment Committee to evaluate investment opportunities, conduct due diligence on potential investments and monitor the performance of existing portfolios. You will also be responsible for conducting research and analysis to support investment decisions.

Responsibilities:

Investment Analysis and Research Conduct detailed financial analysis of target companies, including cash flow projections, financial statement analysis, and scenario modelling. Perform in-depth market research and industry analysis to assess trends, competitive landscapes, and sectoral risks for both private debt and private equity investments. Develop and maintain detailed investment models for private debt and private equity transactions, including sensitivity analyses and valuation assessments. Deal Structuring and Execution Support the investment team in structuring private debt transactions, including senior and subordinated debt, asset-backed loans, and hybrid structures. Assist in the preparation and review of investment memorandums for presentation to the investment committee. Conduct thorough due diligence, including financial, legal, operational, and commercial aspects, coordinating with internal and external advisors as needed. Portfolio Monitoring Monitor financial and operational performance of portfolio companies on an ongoing basis, identifying risks and reporting any material changes to the investment committee. Track and analyze key financial metrics to support the evaluation of portfolio performance and assess adherence to investment covenants. Prepare regular portfolio reviews and update the team on emerging risks and opportunities. Stakeholder and Client Communication Develop and maintain relationships with key stakeholders, including portfolio company management teams, service providers, and internal investment committee members. Provide ongoing support to the investment team by contributing to investor reports and presentations. Requirements Chartered Accountant (SA) professional qualification 5 years relevant work experience within the financial services industry (after completing articles, ideally in corporate finance/private debt/banking/private equity.) Strong financial modelling and analytical skills, with proven experience in private debt or private equity. In-depth knowledge of financial statements, corporate valuation methodologies, and investment principles. Familiarity with transaction due diligence, credit assessment, and risk analysis. Advanced proficiency in MS Excel, PowerPoint, and financial modelling software.

View Job South Africa: Bookkeeper (South Africa)

Ca(Sa) Investment Analyst position available in ZA, South Africa. This job position was posted by . The job has been posted on 2024-11-03 in the Accounting Finance category

Click Go Apply to apply online!

You might also like to look at the available jobs in the same area.

Select one of the buttons below to browse for more available jobs.

Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.

Here are some more related positions

Cape Town: Investment Fund Operations Associate (6-Month Ftc) – Newly Qualified Ca(Sa) posted by Rory Mackie & Associates

The Fund Operations team supports the business by facilitating flows into and out of the funds.Fund Operations owns the relationship with the Transfer Agent and is responsible for the oversightof their processes. As a Fund Operations Finance Associate you

View Job
Investment Fund Operations Associate (6-Month Ftc) – Newly Qualified Ca(Sa)