Investment Analyst

Old Mutual South Africa; Cape Town; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading investment firm in Cape Town is seeking an individual to support its SADC Investment team. The position focuses on financial analysis, overseeing the investment process, and managing portfolio performance. Candidates should have an Honours Financial degree and up to 3 years of experience in investment environments. This role entails significant responsibilities, including preparing investment documentation and engaging with portfolio management teams.

Qualifications

• 0–3 years' experience within an Investment environment.
• Proficiency in financial modeling and company valuations.
• Ability to conduct thorough research and prepare documents.

Responsibilities

• Review and analyze financial statements.
• Manage due diligence processes and coordinate transaction advisors.
• Support portfolio companies in value-enhancing initiatives.
• Prepare investment papers and conduct company research.
• Support senior team in deal identification.

Skills

Financial analysis

VBA macros

Risk analysis

Negotiation skills

Market research

Education

Honours Financial degree or equivalent

Job description

Overview Company and Opportunity African Infrastructure Investment Managers (AIIM) is one of the pre-eminent private equity infrastructure managers in Africa, with over USD 4.2 billion raised in capital in the last two decades.

AIIM operates across 5 offices on the continent, has invested in more than 21 African countries, and represents over 75 investments in the Power, Digital infrastructure, Transportation and Midstream sectors.

AIIM is a wholly owned subsidiary of Old Mutual Alternative Investments (OMAI), which has USD 7.9 billion in assets under management and manages private equity, impact funds, and infrastructure funds.

Our investment approach is described as "Beyond the Obvious," aiming to deliver superior risk-adjusted returns and positive social impact across Africa.

AIIM seeks a talented individual to support the SADC Investment team and contribute to Africa's development.

Responsibilities Financial analysis – Review and analyse financial statements; build, review, run, modify, and interpret financial models (including VBA macros); perform comprehensive company valuations; review and analyse potential financing structures.

Investment process and transaction execution – Perform risk analysis; manage due diligence processes and coordinate transaction advisors; support senior team members in negotiating transaction and project documents; compile bid documents in tender submissions.

Investment papers and marketing materials – Prepare investment papers; conduct company and market research.

Asset management – Track asset performance against original projections; support portfolio companies in value‑enhancing initiatives; engage with portfolio company management.

Deal identification and origination – Support senior team in deal identification; travel for projects and site visits as well as short- to medium‑term assignments across AIIM offices on the continent.

Experience and Core Competencies Required An Honours Financial degree or equivalent 0–3 years' experience within an Investment