Investment Analyst

Robert Walters; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A dynamic investment firm in Johannesburg is seeking an Investment Analyst to support deal sourcing and due diligence processes. The ideal candidate will have strong analytical and problem-solving skills, backed by a Fully Qualified CA(SA) designation and advantageous CFA credentials. Responsibilities include researching investment opportunities, conducting due diligence, and preparing financial reports. This role requires adaptability, a self-starter attitude, and the ability to work collaboratively within a team.

Qualifications

• 2 years' experience in a similar role outside of audit.
• Experience in private equity, corporate finance or asset management.
• Exposure to due diligence processes and valuations.

Responsibilities

• Assist in evaluating investment opportunities aligning with strategic objectives.
• Support structuring of new transactions with technical expertise.
• Participate in due diligence, covering financial and legal aspects.
• Research industries relevant to current and future investments.
• Analyze financial data for quarterly reviews and prepare reports.
• Perform internal quarterly valuations of investments.

Skills

Analytical thinking

Problem-solving skills

Building financial models

Proficiency in Microsoft Office

Presentation skills

Education

Fully Qualified CA(SA)

CFA Level I, II or III (advantageous)

Job description

Job title : Investment Analyst

Job Location : Gauteng, Johannesburg

Deadline : January 11, 2026

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• An impact-driven investment holding company is seeking a skilled Investment Analyst to join their growing team in Johannesburg. This is an opportunity to be part of an organisation focused on creating meaningful change through strategic investments.
• As part of the Investment Team, you will support the group’s deal sourcing, due diligence and investment management processes. Your work will contribute directly to identifying and executing high-value opportunities while driving sustainable growth across the portfolio.
• The ideal candidate is confident, articulate and excels at presentations. You should have strong technical expertise, analytical thinking and problem-solving skills, with the ability to work independently and collaborate effectively within a team.

Key qualifications and experience required for the Investment Analyst

• Fully Qualified CA(SA)
• Completed or working towards CFA Level I, II or III would be advantageous
• 2 years’ experience outside of audit in a similar role
• Experience gained in private equity, corporate finance or asset management environments
• Proven expertise in building financial models
• Exposure to due diligence processes and valuations
• Proficiency in Microsoft Office applications

Key duties of the Investment Analyst

• Assist with identifying, researching and evaluating investment opportunities that align with the group’s strategic objectives, ensuring thorough analysis and consideration of all relevant factors.
• Support the structuring of new transactions by contributing technical expertise and collaborating with colleagues across departments.
• Participate in comprehensive due diligence processes on target companies, including financial, legal, commercial and tax aspects, often working alongside external experts when required.
• Scope due diligence assignments effectively to ensure all necessary information is gathered for informed decision‑making.
• Conduct detailed research into industries related to current investee companies as well as those targeted for future investments, providing valuable insights for strategic planning.
• Contribute to quarterly reviews of the group’s investment portfolio by analysing financial data received from investee companies and preparing clear, informative investment reports.
• Assist in performing internal quarterly valuations of investments for inclusion in management accounts, ensuring accuracy and compliance with best practices.
• Provide technical support to the Chief Investment Officer and Investments Team on specific projects as assigned, demonstrating adaptability and willingness to learn new skills.
• Actively participate in activities designed to enhance the brand reputation of the group within the broader market.

Key personal skills

• A self-starter attitude combined with adaptability ensures you can respond positively to changing priorities within a dynamic team setting
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