Investment Associate

Together Staffing group; Cape Town; On-site; ZAR 450,000 - 650,000; Full time

Job summary

Together Staffing group is seeking an analytical and commercially minded Investment Associate to support investment evaluation, financial analysis, and portfolio monitoring in South Africa. You will build and maintain financial models and prepare investment papers for senior stakeholders.

The role requires strong Excel and PowerPoint skills, a finance-related degree, and excellent analytical and research capabilities.

Qualifications

• Relevant degree in Finance, Accounting, Economics, Investment Management, or related field.
• Experience in investment analysis, corporate finance, private equity, asset management, or similar environment advantageous.
• Strong financial modelling and valuation skills.
• Excellent analytical and research capabilities.
• Strong proficiency in Excel and PowerPoint.

Responsibilities

• Conduct financial and investment analysis on potential opportunities.
• Build and maintain financial models and investment valuation models.
• Perform industry, market, and company research.
• Assist with due diligence and transaction-related processes.
• Prepare investment papers, presentations, and reports for senior stakeholders.
• Analyse financial statements and assess business performance.
• Monitor existing investments and prepare portfolio performance updates.
• Identify key investment risks and opportunities.
• Support transaction execution and related documentation.
• Assist with ad hoc investment and strategic projects.

Skills

Financial modelling

Valuation

Analytical thinking

Research capabilities

Excel

PowerPoint

Education

Bachelor's degree in Finance or related

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Our client is seeking an analytical and commercially minded Investment Associate to support investment evaluation, financial analysis, transaction execution, and portfolio monitoring. This opportunity is suited to a finance professional with strong analytical skills and an interest in investment markets.

Key Responsibilities

• Conduct financial and investment analysis on potential opportunities.
• Build and maintain financial models and investment valuation models.
• Perform industry, market, and company research.
• Assist with due diligence and transaction-related processes.
• Prepare investment papers, presentations, and reports for senior stakeholders.
• Analyse financial statements and assess business performance.
• Monitor existing investments and prepare portfolio performance updates.
• Identify key investment risks and opportunities.
• Support transaction execution and related documentation.
• Assist with ad hoc investment and strategic projects.

Requirements

• Relevant degree in Finance, Accounting, Economics, Investment Management, or a related field.
• Previous experience in investment analysis, corporate finance, private equity, asset management, or a similar environment would be advantageous.
• Strong financial modelling and valuation skills.
• Excellent analytical and research capabilities.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Good understanding of financial statements and investment principles.
• Excellent attention to detail and commercial awareness.
• Strong written and verbal communication skills.