CA (SA) or CFA Structured Solutions Analyst

Career-seekers Recruitment Solutions; Cape Town; On-site; ZAR 500,000 - 800,000; Full time

Job summary

A leading international Financial Services Group located in Cape Town is urgently seeking a qualified Structured Solutions Analyst, either CA (SA) newly qualified or CFA Level 3. The role requires strong skills in financial statement analysis, modelling, and exceptional communication abilities. Candidates will collaborate closely with internal stakeholders, conduct various analyses, and maintain robust client relationships, contributing to key financial transactions and strategic decision-making.

Qualifications

• Minimum CA (SA) newly qualified or CFA Level 3 required.
• Strong academic results and financial background essential.
• Exceptional written and spoken communication skills required.

Responsibilities

• Collaborate with internal stakeholders for effective transaction communication.
• Conduct credit, financial, and data analysis to support decisions.
• Develop relationships with clients to ensure smooth transaction execution.

Skills

Financial statement analysis

Financial modelling

Stakeholder management

Exceptional communication

Microsoft Excel

Education

CA (SA) or CFA Level 3

Job description

CA (SA) or CFA Structured Solutions Analyst, International Financial Services Group, Cape Town, South Africa.

POSITION INFO :

Our client, a renowned international Financial Services Group providing specialised financial solutions and advisory services to businesses and high net worth individuals in South Africa, is URGENTLY seeking a suitably qualified or CFA Level 3 Structured Solutions Analyst to be based in their Cape Town CBD offices.

PLEASE NOTE :

• A negotiable salary commensurate with experience is on offer.

KEY COMPETENCY REQUIREMENTS :

• At minimum, a CA (SA) newly qualified or CFA Level 3.
• Strong academic results and a financial background (essential).
• Familiarity with financial statement analysis, financial modelling, stakeholder management, and communications (essential).
• Exceptional written and spoken communication skills (essential).
• Proficiency in Microsoft Excel (essential).
• Knowledge of the National Credit Act, JSE listing requirements, securitisation regulations, secured and unsecured borrowing and lending agreements (beneficial).
• Audit experience in a financial institutions team (“FIST”) (beneficial).
• Personal interest in and passion for financial markets (beneficial).

KEY ROLES AND RESPONSIBILITIES :

• Collaborate with internal stakeholders, such as front office teams, risk management, legal, and compliance, to ensure effective communication and coordination throughout the transaction lifecycle.
• Conduct initial credit, financial, and data analysis to support decision-making processes.
• Conduct market research, financial modelling, and feasibility analysis.
• Develop and maintain strong relationships with clients to ensure smooth transaction execution and relationship development.
• Maintain a thorough understanding of industry trends, market conditions, and client dynamics.
• Maintain CRM with details of meetings, relevant opportunities, and action items.
• Participate in cross-functional projects and initiatives to improve operational efficiency.
• Prepare external presentations, internal credit papers, external credit information, data analysis, and financial analysis to support decision-making processes.
• Present transactions to the deal forum and the Merchant West Credit Committee, under the guidance of the Senior Structured Solutions Transactor.
• Provide transaction and middle office support to ensure smooth operations and efficient presentation and execution of debt financing transactions.
• Review and prepare accurate and timely internal reporting, as required.

PLEASE NOTE THE FOLLOWING :

• Willingness to relocate (if not resident in Cape Town environs).
• By applying for this vacancy, you consent to the use of your personal information as per POPIA. Withholding or withdrawing consent before processing may render your application incomplete.
• If you do not receive an invitation for an interview within two weeks of the closing date, consider your application unsuccessful.
• This is an Equal Opportunity role, open to all qualified candidates.
• The client reserves the right not to make an appointment.

SHOULD THIS OPPORTUNITY NOT BE ALIGNED WITH YOUR CAREER ASPIRATIONS, PLEASE FORWARD IT TO A FRIEND.