Investment Research Analyst

Gvw Group; Wes-Kaap; On-site; ZAR 40 000 - 80 000; Full time

Job summary

An established industry player is seeking an Investment Research Analyst to join their dynamic team. This role involves conducting comprehensive financial and strategic analysis to support investment decisions across various sectors. The ideal candidate will have a strong background in financial modeling, investment research, and analytical skills. You will work closely with experienced professionals, contributing to a structured research process that drives value creation. If you are passionate about finance and eager to make an impact in a growing company, this opportunity is perfect for you.

Qualifications

• Bachelor's or master's degree in finance, mathematics, or related field.
• 5-8 years of experience in investment research or equity analysis.

Responsibilities

• Conduct in-depth financial analysis of companies targeted for investment.
• Produce clear, structured equity research reports to support investment decisions.

Skills

Financial Analysis

Financial Modeling

Valuation Analysis

Investment Research

Analytical Skills

Written Communication

Attention to Detail

Education

Bachelor's Degree in Finance

Master's Degree in Finance

CFA or CA Qualification

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Position at GVW Group, LLC

GVW Group is a dynamic private investment and industrial holding company dedicated to growing and starting businesses. We take an entrepreneurial approach to building value for our scalable early-stage, high-growth, and mid-sized operating companies by providing strategic expertise and resources.

Our global expansion spans diverse industries including manufacturing, technology, distribution, big data, engineering, and energy efficiency.

Investment Research Analyst

Job Overview: The Investment Research Analyst will support the investment team by conducting in-depth financial, business, strategic, and competitive analysis. They will produce objective research on public, private, and investment companies, build financial models, assess management teams and industry dynamics, support due diligence, and help develop a structured, data-driven research process. Working closely with the Director of Research and Investments, they will deliver insights that inform investment decisions across various sectors.

Essential Job Responsibilities:

1. Conduct in-depth research and financial analysis of companies targeted for investment and/or acquisition.
2. Identify, research, and interpret the investment activity of successful investment firms to spot potential signals or strategic trends.
3. Build and maintain financial models to evaluate historical performance and future projections.
4. Perform valuation analysis within assigned industries, sectors, or asset classes.
5. Assess management team effectiveness and key incentives related to business strategy.
6. Monitor market trends, industry developments, and investor activity impacting target companies.
7. Review financial statements, regulatory filings, and public disclosures for relevant insights.
8. Attend quarterly calls and monitor communications with management and stakeholders.
9. Produce clear, structured, and objective equity research reports to support unbiased investment decisions.
10. Ensure research findings are well-documented and supported by data.
11. Utilize research tools and conduct interviews to gather insights and strategies.

Essential Skills and Experience:

• Bachelor's or master's degree in finance, mathematics, statistics, economics, accounting, or related field. Postgraduate qualification preferred.
• Chartered Financial Analyst (CFA) or Chartered Accountant (CA) qualifications advantageous.
• 5-8 years of experience in investment research, equity analysis, financial modeling, investment banking, or related fields.
• Experience analyzing financial statements, earnings reports, and regulatory filings.
• Strong financial modeling and valuation skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience conducting due diligence interviews and research.
• Attention to detail, analytical skills, and the ability to manage complexity.
• Excellent written communication skills.
• Commitment to objective, unbiased research without personal investment recommendations.

Physical Requirements:

Ability to wear PPE, meet OSHA standards for manual lifting, and stand, sit, or walk for extended periods.

Location and Travel:

The candidate will work from GVW Group's offices in Durbanville, with potential relocation to Chicago or Miami after one year. International travel is infrequent but may be required.

Compensation and Equal Opportunity:

GVW Group offers an attractive compensation package, including salary, bonuses, and benefits. We are an equal opportunity employer, considering all qualified applicants without discrimination.