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.
