Investment Analyst / Associate

Hc Recruit; Cape Town; On-site; ZAR 650,000 - 1,000,000; Full time

Job summary

Hc Recruit is seeking an Investment Analyst/Associate for the CPT Southern Suburbs, Western Cape. The role reports to the Head of Investments and involves active participation in all stages of the investment lifecycle within private equity, infrastructure investment, or corporate finance/M&A teams.

The ideal candidate has 4+ years post-articles experience or 6 years relevant experience, with strong financial modelling and due diligence capabilities, ideally with renewable energy exposure.

Qualifications

• A degree in Engineering, Mathematics, Commerce, Finance, Accounting or a related field.
• Minimum 4 years of post-articles experience, or at least 6 years of relevant professional experience in lieu of completed articles.
• Proven track record in corporate finance, private equity, M&A, infrastructure, project finance, or renewable energy.
• Advanced financial modelling, valuation, forecasting, and quantitative analysis capabilities.
• Demonstrated experience supporting deal processes, including due diligence, condition precedent (CP) management, stakeholder engagement, and financial closing.
• Strong understanding of corporate law, commercial agreements, and investment structures.
• Prior exposure to the renewable energy sector is highly advantageous but not mandatory.
• Assessing and originating utility-scale solar PV and renewable energy investment opportunities.
• Constructing robust financial models, long-term forecasts, asset valuations, and comprehensive investment cases.
• Evaluating project economics, equity returns, debt capacity, sensitivities, and downside risk scenarios.
• Reviewing plant technical performance, generation forecasts, and operational assumptions.
• Formulating non-binding offers (NBOs) and complex commercial proposals for offtakers and strategic counterparties.
• Leading the transaction life cycle from initial screening and business case evaluation through to financial close.
• Execution of critical workstreams, including timeline governance, conditions precedent (CP) fulfilment, data room management, and investor queries.
• Championing commercial and financial negotiations with offtakers, developers, lenders, and key project counterparties.
• Partnering with legal counsel to draft and negotiate Power Purchase Agreements (PPAs), loan, O&M, and partnership agreements.
• Conducting technical, financial, and credit risk due diligence on target projects and institutional offtakers.
• Authoring institutional-grade presentations and investment committee papers for Board-level and investor review.
• Driving operational portfolio value through targeted financial, commercial, and strategic analysis.
• Facilitating debt advisory and capital raising processes, including lender engagement and information memorandum preparation.
• Contributing to the formulation and execution of long-term corporate strategy and market positioning.
• Analytical: Strong numeracy and financial modelling skills.
• Driven: Self-starter who owns complex workstreams.
• Action-oriented: Practical, results-driven problem solver.
• Strategic: Commercially minded with long-term perspective.
• Versatile: Synthesises financial, legal, and technical data.
• Collaborative: Strong team player and articulate communicator

Responsibilities

• Participate in all stages of the investment lifecycle from initial screening to financial close.
• Lead transaction workstreams including CP fulfilment, data room management, and investor queries.
• Draft and negotiate investment proposals, PPAs, loans, and O&M/partnership agreements.
• Conduct due diligence, risk analysis, and financial modelling for investment cases.
• Support deal processes with stakeholders and external advisors, including lenders and offtakers.
• Contribute to long-term corporate strategy and market positioning for sustainable investments.

Skills

Advanced financial modelling

Valuation

Forecasting

Quantitative analysis

Deal support

Due diligence

Conditions precedent management

PPAs and agreements

Financial closing

Corporate law understanding

Renewable energy awareness

Originating investment opportunities

Project finance

Lender engagement

Education

Engineering, Mathematics, Commerce, Finance, or Accounting degree

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

• A degree in Engineering, Mathematics, Commerce, Finance, Accounting or a related field.
• Minimum 4 years of post-articles experience, or at least 6 years of relevant professional experience in lieu of completed articles.
• Proven track record in corporate finance, private equity, M&A, infrastructure, project finance, or renewable energy.
• Advanced financial modelling, valuation, forecasting, and quantitative analysis capabilities.
• Demonstrated experience supporting deal processes, including due diligence, condition precedent (CP) management, stakeholder engagement, and financial closing.
• Strong understanding of corporate law, commercial agreements, and investment structures.
• Prior exposure to the renewable energy sector is highly advantageous but not mandatory.
• Assessing and originating utility-scale solar PV and renewable energy investment opportunities.
• Constructing robust financial models, long-term forecasts, asset valuations, and comprehensive investment cases.
• Evaluating project economics, equity returns, debt capacity, sensitivities, and downside risk scenarios.
• Reviewing plant technical performance, generation forecasts, and operational assumptions.
• Formulating non-binding offers (NBOs) and complex commercial proposals for offtakers and strategic counterparties.
• Leading the transaction life cycle from initial screening and business case evaluation through to financial close.
• Execution of critical workstreams, including timeline governance, conditions precedent (CP) fulfilment, data room management, and investor queries.
• Championing commercial and financial negotiations with offtakers, developers, lenders, and key project counterparties.
• Partnering with legal counsel to draft and negotiate Power Purchase Agreements (PPAs), loan, O&M, and partnership agreements.
• Conducting technical, financial, and credit risk due diligence on target projects and institutional offtakers.
• Authoring institutional-grade presentations and investment committee papers for Board-level and investor review.
• Driving operational portfolio value through targeted financial, commercial, and strategic analysis.
• Facilitating debt advisory and capital raising processes, including lender engagement and information memorandum preparation.
• Contributing to the formulation and execution of long-term corporate strategy and market positioning.
• Analytical: Strong numeracy and financial modelling skills.
• Driven: Self-starter who owns complex workstreams.
• Action-oriented: Practical, results-driven problem solver.
• Strategic: Commercially minded with long-term perspective.
• Versatile: Synthesises financial, legal, and technical data.
• 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.

Investment Analyst / Associate • CPT - Southern Suburbs, Western Cape, ZA