Investment Portfolio Specialist, Private Equity & Hedge Funds

findojobs-za; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A boutique investment management firm in Cape Town seeks an Investment Portfolio Specialist with expertise in private equity and hedge funds. The role involves supporting investment lifecycle stages, conducting due diligence, and managing portfolio analytics. Candidates should have a degree in Finance or Economics, with at least 5 years of related experience and proficiency in financial modeling tools. This opportunity offers a competitive salary and a dynamic work environment.

Qualifications

• Minimum 5 years of experience in portfolio management, private equity, hedge funds, or asset management.
• Proven ability to build and interpret financial models.
• Strong understanding of hedge fund strategies and private capital structures.

Responsibilities

• Support the origination, structuring, and execution of private equity transactions.
• Build, maintain, and interpret complex financial models.
• Conduct comprehensive due diligence and market research.
• Prepare investment committee reports and updates.

Skills

Financial modeling

Analytical thinking

Communication

Portfolio management

Education

Bachelor's degree in Finance, Economics, or Investments

Tools

Excel

Bloomberg

Morningstar Direct

Job description

Investment Portfolio Specialist, Private Equity & Hedge Funds Join a cross-border investment team driving private equity and hedge fund growth across global markets Cape Town | 8am to 5pm | Competitive market-related package

About Our Client Our client is a boutique investment management firm specialising in private equity, hedge funds, and multi-asset portfolios across international markets.

With a strong focus on innovation, rigorous analysis, and performance excellence, they partner with institutional and private investors to deliver superior, risk‑adjusted returns.

Their culture values intellectual curiosity, collaboration, and the pursuit of long‑term impact through disciplined investing.

The Role

Investment Portfolio Specialist, Private Equity & Hedge Funds This role is ideal for an experienced investment professional with a strong analytical foundation and deep exposure to private equity, hedge funds, and portfolio oversight.

You'll support the full investment lifecycle from deal execution to fund reporting, working closely with deal teams, portfolio companies, and investors.

The position combines technical financial analysis with strategic engagement across multiple asset classes and jurisdictions.

Key Responsibilities

• Support the origination, structuring, and execution of private equity transactions across various sectors.
• Build, maintain, and interpret complex financial models for valuation and performance analysis.
• Conduct comprehensive due diligence, market research, and competitive benchmarking.
• Prepare investment committee reports, board materials, and investor updates.
• Evaluate and monitor hedge fund structures, strategies, and risk‑return performance.
• Oversee portfolio monitoring, analytics, and reporting using tools such as Excel, Bloomberg, and Morningstar Direct.
• Manage fund administration, compliance, and regulatory reporting (ASISA, FSCA standards).
• Liaise with investors, fund administrators, and advisory teams to ensure effective communication and alignment.
• Contribute to fundraising, investor relations, and capital deployment strategies.

About You

Bachelor's degree in Finance, Economics, or Investments (Honours or CFA Level II preferred).

Minimum 5 years of experience in portfolio management, private equity, hedge funds, or asset management.

Proven ability to build and interpret financial models and valuation frameworks.

Strong understanding of hedge fund strategies and private capital structures.

Proficiency in Excel, Bloomberg, Morningstar Direct, or equivalent analytics tools.

Excellent attention to detail and analytical accuracy.

Skilled communicator, able to present complex information clearly to stakeholders.

Self-driven, adaptable, and able to thrive in a fast‑paced, collaborative investment environment.