Investment Analyst

Rozendal Partners; Cape Town; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

Rozendal Partners is seeking an Investment Analyst to conduct fundamental research on equities globally and in South Africa, supporting portfolio managers in a dynamic asset management environment.

You will build financial models, generate investment ideas, and monitor holdings, engaging with management and other market participants to defend investment theses and identify mispriced assets.

Qualifications

• 3–7 years of equity research experience, preferably with global exposure.
• Strong analytical and financial modelling skills.
• Excellent communication, written and verbal.

Responsibilities

• Conduct in-depth fundamental research, primarily on listed equities, with potential cross-asset opportunities.
• Build and maintain financial models and valuations.
• Generate differentiated investment ideas and actionable recommendations.
• Monitor portfolio holdings and update investment theses.
• Analyse company results, industry trends, and macro developments.
• Engage with company management, other investors and analysts, and industry experts.

Skills

Integrity

Analytical skills

Communication

Teamwork

Financial markets

Investment view

Job description

Location: Kloof Street office, Cape Town

Hours: Flexible

Availability: Immediately, but no later than first quarter 2027.

Reporting to: Co-Founders / Portfolio Managers

Company Overview

Rozendal Partners was founded by Wilhelm Hertzog and Paul Whitburn in 2017. We established Rozendal Partners to manage our own capital, as well as that of family, friends and other like-minded investors. Our aim is to compound capital at high rates over long periods of time while limiting the risk of loss to prudent levels.

Purpose of the Role

The Investment Analyst will conduct fundamental research and generate investment ideas to support portfolio managers within an active asset management environment. Investment idea generation will be focused on equities, both globally and in South Africa and both long and short, but may extend across other asset classes and may include special situations and arbitrage opportunities.

Key areas of responsibility:

• Conduct in-depth fundamental research, primarily on listed equities, but also on other investment opportunities.
• Build and maintain financial models and valuations.
• Generate differentiated investment ideas and actionable recommendations
• Monitor portfolio holdings and update investment theses
• Analyse company results, industry trends, and relevant macro developments
• Engage with company management, other investors and analysts, and industry experts.

Required skills:

• Unimpeachable integrity and an unwavering commitment to placing the interests of clients first.
• Creativity of thought combined with intellectual rigour.
• Strong technical and analytical skills
• Excellent communication skills (verbal and written)
• Ability to work alone or as part of the team
• A passion for financial markets and identifying mispriced assets
• Ability to clearly articulate and defend an investment view
• Resilient, adaptable, and results-driven.

Minimum qualifications and experience:

• 3 to 7 years of equity research experience, preferably with global exposure