Investment Analyst

New Road Capital (Pty) Ltd; Pretoria; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A financial services firm in Pretoria is seeking an experienced Investment Analyst. The role involves conducting detailed financial analysis, building models, and providing insights to support investment decisions. Candidates should have strong quantitative skills, coding capabilities, and 2-4 years’ relevant industry experience. The position offers a dynamic work environment where collaboration and fresh thinking are key.

Qualifications

• 2–4 years’ experience in investment research or financial services.
• Strong quantitative skills and issue resolution capabilities.
• Ability to work independently and as part of a team.

Responsibilities

• Perform financial analysis on securities.
• Conduct macroeconomic and company-specific research.
• Build and maintain financial models.
• Monitor portfolio performance and risk.
• Prepare investment reports for the committee.

Skills

Financial modeling

Valuation skills

Coding (Python, R, SQL)

Excel proficiency

Analytical skills

Communication skills

Education

Bachelor’s degree

Postgraduate degree/CFA progress

Job description

Company Description

At New Road Capital, we’re excited to be expanding our team as we continue to grow and innovate. This is a great opportunity to join a dynamic environment where collaboration, fresh thinking, and excellence drive everything we do.

Role Overview

The Investment Analyst will be responsible for conducting detailed financial analysis, building models, and providing data-driven insights to support investment decision-making. The role requires strong quantitative skills, coding capabilities, and prior industry experience to evaluate potential investment opportunities, monitor portfolio performance, and enhance internal research processes.

Key Responsibilities

• Perform in-depth financial and valuation analysis on listed and unlisted securities.
• Conduct macroeconomic, industry, and company-specific research to support investment recommendations.
• Build, enhance, and maintain financial models to assess investment opportunities.
• Leverage coding and data science tools to automate workflows, process large datasets, and develop proprietary research tools.
• Assist with portfolio monitoring, risk assessment, and performance attribution.
• Prepare detailed investment reports, presentations, and recommendations for the investment committee.
• Collaborate with the investment team to support investment strategies.

Requirements

• Bachelor’s degree (postgraduate degree/CFA progress advantageous).
• 2–4 years’ relevant experience in investment research, asset management, or financial services.
• Strong financial modeling and valuation skills.
• Proficiency in coding (Python, R, SQL, or similar) with proven application in investment/financial analysis.
• Advanced Excel skills with ability to integrate automation and analytical tools.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent written and verbal communication abilities.
• Self-starter with ability to work independently and in a team environment.