Investment Portfolio Specialist Private Equity & Hedge Funds

The Legends Agency; Cape Town; On-site; ZAR 700 000 - 1 000 000; Full time

Job summary

A boutique investment management firm seeks an Investment Portfolio Specialist in Cape Town to drive growth in private equity and hedge funds. The role involves supporting the investment lifecycle, conducting market research, and managing fund administration. Ideal candidates will have 5+ years of experience and strong financial modeling skills. This position offers a competitive market-related package.

Qualifications

• 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.

Responsibilities

• Support the origination, structuring, and execution of private equity transactions.
• Build, maintain, and interpret complex financial models for valuation and performance analysis.
• Prepare investment committee reports, board materials, and investor updates.

Skills

Financial modeling

Due diligence

Market research

Communication

Education

Bachelor's degree in Finance, Economics, or Investments

Honours or CFA Level II+

Tools

Excel

Bloomberg

Morningstar Direct

Job description

Overview

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.