Investment Analyst

Xrecruiter; Cape Town; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Xrecruiter is seeking an Investment Analyst/Associate in the CPT Southern Suburbs to join private equity, infrastructure or corporate finance teams. You will participate in all stages of the investment lifecycle, reporting to the Head of Investments.

The role requires strong financial modelling, due diligence, and deal execution skills, with exposure to renewable energy opportunities and complex commercial negotiations.

Qualifications

• Degree in Engineering, Mathematics, Commerce, Finance, Accounting or related field.
• 4+ years post-articles experience or 6+ years relevant experience.
• Proven track record in corporate finance, PE, M&A, infra, or renewables.
• Advanced financial modelling, valuation, forecasting and analysis.
• Experience supporting deal processes, due diligence and financial closing.
• Understanding of corporate law, agreements and investment structures.
• Renewables exposure is advantageous but not mandatory.

Responsibilities

• Originating and assessing utility-scale solar PV and renewable energy opportunities.
• Constructing robust financial models, long-term forecasts and valuations.
• Evaluating project economics, equity returns, debt capacity and risks.
• Reviewing plant performance, forecasts and operating assumptions.
• Preparing non-binding offers and complex commercial proposals.
• Leading transaction life cycle from screening to financial close.
• Managing CP fulfilment, data room and investor queries.
• Negotiating with offtakers, developers, lenders and counterparties.
• Drafting and negotiating PPAs, loan, O&M and partnership agreements.
• Conducting due diligence and credit risk assessments.
• Authoring board papers and investment committee materials.
• Contributing to long-term corporate strategy and market positioning.

Skills

Financial modelling

Valuation

Forecasting

Due diligence

CP management

Stakeholder engagement

Commercial negotiations

Investment committee prep

Education

Engineering, Mathematics, Commerce, Finance or related field

Job description

DBN000316 - Investment Analyst/Associate - CPT Southern Suburbs

Purpose of the job:

This position aligns with an Analyst or Associate-level role within private equity, infrastructure investment, or corporate finance/M&A teams. Reporting directly to the Head of Investments, the successful candidate will actively participate in all stages of the investment lifecycle.

Required Qualifications

1. A degree in Engineering, Mathematics, Commerce, Finance, Accounting or a related field.
2. Minimum 4 years of post-articles experience, or at least 6 years of relevant professional experience in lieu of completed articles.
3. Proven track record in corporate finance, private equity, M&A, infrastructure, project finance, or renewable energy.
4. Advanced financial modelling, valuation, forecasting, and quantitative analysis capabilities.
5. Demonstrated experience supporting deal processes, including due diligence, condition precedent (CP) management, stakeholder engagement, and financial closing.
6. Strong understanding of corporate law, commercial agreements, and investment structures.
7. Prior exposure to the renewable energy sector is highly advantageous but not mandatory.

Technical Competencies & Experience:

1. Assessing and originating utility-scale solar PV and renewable energy investment opportunities.
2. Constructing robust financial models, long-term forecasts, asset valuations, and comprehensive investment cases.
3. Evaluating project economics, equity returns, debt capacity, sensitivities, and downside risk scenarios.
4. Reviewing plant technical performance, generation forecasts, and operational assumptions.
5. Formulating non-binding offers (NBOs) and complex commercial proposals for offtakers and strategic counterparties.
6. Leading the transaction life cycle from initial screening and business case evaluation through to financial close.
7. Execution of critical workstreams, including timeline governance, conditions precedent (CP) fulfilment, data room management, and investor queries.
8. Championing commercial and financial negotiations with offtakers, developers, lenders, and key project counterparties.
9. Partnering with legal counsel to draft and negotiate Power Purchase Agreements (PPAs), loan, O&M, and partnership agreements.
10. Conducting technical, financial, and credit risk due diligence on target projects and institutional offtakers.
11. Authoring institutional-grade presentations and investment committee papers for Board-level and investor review.
12. Driving operational portfolio value through targeted financial, commercial, and strategic analysis.
13. Facilitating debt advisory and capital raising processes, including lender engagement and information memorandum preparation.
14. Contributing to the formulation and execution of long-term corporate strategy and market positioning.

Behavioural Competencies:

1. Analytical: Strong numeracy and financial modelling skills.
2. Driven: Self-starter who owns complex workstreams.
3. Action-oriented: Practical, results-driven problem solver.
4. Strategic: Commercially minded with long-term perspective.
5. Adaptable: Thrives in entrepreneurial investment environments.
6. Versatile: Synthesises financial, legal, and technical data.
7. Collaborative: Strong team player and articulate communicator

Please Note - Should you not hear back from us within the next 2 weeks, please consider your application as unsuccessful.