Post Investment Analyst

Palesa Mbali Group; East London; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A growing investment firm based in East London is looking for a Post Investment Analyst to monitor and analyze portfolio performance. This role combines financial analysis and auditing to ensure optimal investment value. Ideal candidates will have a Bachelor's degree in Finance or related fields and some experience in audit or investment analysis. Strong proficiency in Excel and communication skills are essential.

Benefits

Structured professional development plan

Mentorship from experienced professionals

Career progression opportunities

Qualifications

• Strong proficiency in Excel for financial modeling.
• Experience with financial statements and investment metrics.
• Prior exposure to audit and investment analysis is advantageous.

Responsibilities

• Conduct regular financial performance reviews of portfolio companies.
• Assist in financial and operational audits for invested businesses.
• Identify growth opportunities and participate in strategic projects.

Skills

Financial analysis

Auditing

Business development

Financial modeling

Analytical skills

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or Enterprise Development

Honours degree or Postgraduate Diploma in Accounting/Finance

Tools

Excel

SAP

Sage

Xero

Job description

Post Investment Analyst

Department: Finance, Audit & Enterprise Development
Reports To: COO
Location: East London (Travel along N2 corridor East London to Mthatha)
Duration: 12–24 months

Purpose of the Role

The Post Investment Analyst plays a key role in monitoring, analysing, and enhancing the performance of invested portfolio companies. The role combines financial analysis, auditing, and business development to ensure that investments deliver sustained value and that financial and operational risks are well managed.

This position is ideal for a driven and analytical graduate with a strong foundation in finance, accounting, or enterprise development who wants to build a career at the intersection of audit, investment, and strategic business growth in the retail sector.

Key Responsibilities

Post-Investment Monitoring & Analysis

• Conduct regular financial performance reviews of portfolio companies to track profitability, liquidity, and efficiency ratios.
• Assess adherence to investment covenants, key performance indicators (KPIs), and risk thresholds.
• Identify variances between actual and forecasted performance and provide insights or corrective recommendations.
• Support post-investment due diligence and prepare reports summarizing portfolio health and return on investment.

Audit & Compliance Oversight

• Assist in conducting financial and operational audits for invested businesses.
• Evaluate internal control systems to ensure compliance with governance and regulatory standards.
• Contribute to audit findings and recommend process improvements to strengthen risk management.

Business Development & Value Creation

• Collaborate with portfolio management teams to identify growth opportunities, cost optimization, and efficiency initiatives.
• Support strategic projects aimed at scaling or improving the performance of portfolio businesses.
• Participate in financial modeling and scenario planning to assess potential reinvestment or exit strategies.

Reporting & Communication

• Prepare dashboards and management reports summarizing key post-investment insights.
• Communicate findings and recommendations clearly to senior management and stakeholders.
• Contribute to investor updates and board pack preparations when required.

Candidate Profile

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or Enterprise Development.

Preferred Qualifications

• Honours degree, Postgraduate Diploma in Accounting or Finance, or any Commercial related degree

Experience

• Prior exposure to audit, investment analysis, corporate finance, or enterprise development is a strong advantage.
• Experience with financial modeling, due diligence, or valuation techniques will be beneficial.

Technical Skills

• Strong proficiency in Excel and financial modelling.
• Working knowledge of financial statements, investment metrics, and audit procedures.
• Familiarity with accounting or ERP systems (e.g., SAP, Sage, or Xero).
• Analytical capability to interpret complex data and translate it into actionable insights.

Behavioral Competencies

• High levels of curiosity, initiative, and commercial awareness.
• Excellent problem-solving and investigative ability.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Integrity, accountability, and commitment to professional excellence.

Growth & Development

• Exposure to the entire investment lifecycle – from financial due diligence to post-investment monitoring and performance optimization.
• Mentorship from experienced auditors, investment analysts, and finance executives.
• Structured professional development plan including financial modeling, portfolio analysis, and strategic reporting.
• Opportunity for career progression into Investment Analyst, Audit Specialist, or Portfolio Manager roles.