Investment Analyst

EdUpStairs; Cape Town; Híbrido; ZAR 550.000 - 850.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training under founder/Investors

Competitive base salary + bonus

Hybrid Cape Town office

Descripción de la vacante

EdUpStairs in Cape Town is seeking an Investment Analyst to join a founder-led, international investment firm expanding its Cape Town office. This is a first step into investing, with two to three years of on-the-job training toward a full investing role.

You will work closely with the founder, learn to analyse markets, build financial models, and prepare investment notes. The role is hybrid, with 2–3 days in the office and some travel.

Formación

• CA(SA) or actuary qualification post articles (or final year).
• Strong academic record and first-time pass in exams.
• Evidence of leadership and high achievement outside the classroom.

Responsabilidades

• Find and track companies, follow funding rounds and flag opportunities.
• Speak to founders and write first-pass assessments of the business.
• Analyse financials, build models and write investment notes.
• Maintain pipeline and prepare briefing notes for meetings.
• Use data and AI tools to improve research quality.

Conocimientos

Financial modelling

Data analysis

Stakeholder communication

Leadership

Python

Attention to detail

Educación

CA(SA) or Actuary qualification

Descripción del empleo

Job title: Investment Analyst
Location: Cape Town (hybrid, 2–3 days a week in the office)
Employment type: Full-time, permanent
Department: Investments

About the company

Our client is a founder-led international investment firm that backs early- and growth-stage companies. It is headquartered in London and is opening a Cape Town office. The team is small, senior and fast-moving, and the founder works closely with everyone who joins.

About the role

This is a first step into investing. You will work directly with the founder, starting as a generalist, and over two to three years you’ll be trained into a full investing role. Your responsibility will grow as you prove yourself.

What you’ll do

• Find and track companies, follow funding rounds, map sectors and flag opportunities early
• Speak to founders and write first-pass assessments of the business, its market and its competitors
• Analyse financials, build models and write short investment notes that take a clear view
• Keep the pipeline up to date and prepare briefing notes before meetings and trips
• Use data, AI tools and automation to make research and screening faster and more thorough

What we’re looking for

• A newly qualified CA(SA), ideally trained at a Big 4 firm, or someone finishing articles at the end of 2026. Recently qualified actuaries are equally welcome.
• Strong academics throughout, including matric and university results, and first-time passes in professional exams
• Evidence of sustained excellence outside the classroom: leadership roles (head student, captain, society or committee) and a standout achievement such as provincial or national sport, music or similar
• Someone who has made the most of the opportunities they were given
• Strong data skills and comfort with large datasets and modelling, combined with the people skills to build relationships with founders and hold your own with senior investors
• Hungry, curious, fast, exact and self-directed
• Coding ability (Python or similar) is a plus, not a requirement
• Based in Cape Town with the right to work in South Africa. The role involves some short-notice travel, so dual nationality is an advantage.

What’s on offer

• Training directly under an experienced founder and investor
• A competitive package of base salary, performance bonus and long-term incentive
• A January 2027 start, with flexibility for candidates waiting on articles or APC results
• A hybrid working arrangement in a new Cape Town office