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Financial Analyst

Outsourced

Pretoria

On-site

ZAR 200 000 - 300 000

Full time

9 days ago

Job summary

A leading outsourcing firm based in South Africa is looking for a candidate to support the CFO/COO with financial analysis and investment operations. Responsibilities include preparing performance reports, drafting investment memorandums, and managing communications with investors. The ideal candidate will have advanced Excel skills and a qualification as a CA/CPA, with experience in investment management highly regarded.

Benefits

Competitive salary
Opportunities for growth and development
Work-life balance

Qualifications

  • Experience in investment management, private equity, or fund operations.
  • Proficiency in financial modelling and data analysis.

Responsibilities

  • Support the CFO/COO on financial and investment operations projects.
  • Prepare and deliver quarterly NAV and performance reports.
  • Assist in drafting Investment Memorandums.
  • Support investor communications with quarterly updates.
  • Develop and maintain financial models for forecasting.

Skills

Advanced skills in Microsoft Excel
Proficiency with HubSpot
Strong analytical and problem-solving skills
Attention to detail
Ability to manage multiple projects and deadlines

Education

Qualified accountant (CA/CPA)

Tools

Microsoft Office Suite
Job description
Overview

Job Description

About Us: Outsourced. ph is a leading ISO-certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1,000 talented professionals

This role works closely with the CFO/COO, supporting a mix of financial analysis and investment operations projects. It combines technical skills in financial modelling and forecasting with responsibilities in investment reporting, investor communications, and project management.

Responsibilities
  • Support the CFO/COO on financial and investment operations projects
  • Prepare and deliver quarterly NAV and performance reports for trustees
  • Assist in drafting Investment Memorandums
  • Support investor communications, including preparation of quarterly updates for Limited Partners
  • Assist in the structuring and setup of new investment vehicles (e.g., VCC, Cayman, other offshore structures)
  • Develop and maintain detailed financial models to support internal forecasting, and decision-making
  • Contribute to project management activities, ensuring deadlines and reporting requirements are met
  • Provide analytical support for business planning, scenario modelling, and ad hoc strategic initiatives
  • Work with external administrators, trustees, and legal advisors to support fund operations and reporting processes
  • Enhance internal reporting processes and help implement best practices across investment operations and financial analysis
Requirements
  • Advanced skills in Microsoft Excel (financial modelling, data analysis)
  • Proficiency with HubSpot and Microsoft Office Suite
  • Strong analytical and problem-solving skills with high attention to detail
  • Ability to manage multiple projects and deadlines effectively
  • Qualified accountant (CA/CPA) highly regarded
  • Experience in investment management, private equity, or fund operations is an
Work Location

Homebased, Monday to Friday, 7AM-4PM

Additional Information

Note: As part of our recruitment process, we conduct a background check on all hired candidates. Please ensure that all required documents are prepared and submitted promptly.

By clicking on the "I'm Interested" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.

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