Private Equity Financial Analyst

Executiveplacements.Com - The Job Portal; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A reputable Private Equity firm in Cape Town is looking for a Private Equity Financial Analyst to drive financial analysis and investment advice. Candidates should have a post-graduate degree and 3-5+ years of relevant experience, particularly in financial modelling and data analysis. The role involves market research, financial modelling, and collaboration with the investment team to develop strategy. Competitive salary and full-time employment offered.

Qualifications

• 3-5+ years experience in financial analysis, valuation, or data analysis.
• Experience in growth equity or private equity fund is highly advantageous.
• Proficiency in accounting treatment and tax.

Responsibilities

• Deliver high-quality analysis on financial models and investment advice.
• Conduct market research and provide reliable datasets for the investment team.
• Prepare investment documentation and presentations.

Skills

Analytical skills

Financial modelling in MS Excel

Data analysis

Creative problem-solving

Strong communication skills

Education

Post-graduate degree (MBA, CFA, CA (SA), Masters in Finance)

Tools

MS Excel

MS PowerPoint

MS Word

MS Teams

Job description

Job Overview

PRIVATE EQUITY FINANCIAL ANALYST – Claremont / Newlands, Western Cape, SA. Salary: market related. Highly competitive package.

Recruiter: HR Genie. Job Ref: PE Analyst. Date posted: Friday, May 23. Location: Cape Town, South Africa.

About the Client & Role

Our Client, a highly reputable and established Private Equity firm, is currently in search of a self‑motivated Private Equity Financial Analyst who thrives in a high‑growth, non‑bureaucratic environment. You are entrepreneurial in nature and have a solutions‑oriented, "can‑do" persona.

One would describe you as an extremely innovative, resourceful, analytical and collaborative team player who is very much a self‑starter. You have a strong interest / passion in the technology and the energy and resource efficiency markets as well as data management and financial modelling.

Main Purpose of the Role

The Private Equity Financial Analyst requires analytical and technical skill‑set to drive high‑quality, timely and comprehensive research, datasets and financial modelling and valuations, that provide the investment team with reliable information on which to base its investment advice. Being part of the investment deal team, there will be an opportunity to gain an in‑depth and high‑level overview of a specific sector and the technologies deployed therein.

With experience, there is a growth opportunity to have greater influence on the firm’s investment advisory leadership through rigorous technical financial analysis and market expertise. Day‑to‑day responsibilities will entail market research and analysis, origination of fund‑fit deals, financial modelling in MS Excel, investment and fund valuations as well as assisting with the negotiation, execution, monitoring, and value creation and exit of portfolio investments.

The core role requires skills such as report writing, drafting of deal papers and investment memoranda, MS Excel financial modelling and doing valuations for energy infrastructure project finance and growth equity or expansion capital companies.

Key Responsibilities

• Maintain and deliver reliable information to the deal team with the ongoing goal of improving the accuracy, completeness and coverage of financial analysis and sector datasets.
• Deliver accurate, high‑quality analysis on prospective and post‑investment financial models whilst applying problem‑solving skills to identify innovative financing solutions.
• Work with a range of proprietary, industry‑standard, and open‑source data stores to assemble, organise and analyse data.
• Develop research ideas, prototypes and proofs of concept both in cooperation with other data analysts / deal team members and as an individual.
• Liaise with investment team to contribute to the future development and strategic direction of the company.
• Continually expand existing technical knowledge in addition to new technologies and tools through training programmes and available resources.
• Take ownership and be proactive with key areas of responsibility.

Technical Requirements & Qualifications

• A post‑graduate degree (MBA, CFA, CA (SA), Masters in Finance or similar).
• 3‑5+ years experience in areas combining at minimum two of the following: financial analysis, financial valuation, data analysis, energy sector and/or project finance modelling and analysis.
• Growth equity experience (vs infrastructure) and/or experience at a PE fund (vs advisory) will be highly advantageous.
• Advanced financial modelling in MS Excel (project modelling, forecasting/budgeting, financial structuring, valuation methodologies, refinancing and M&A modelling, sensitivity and scenario analysis), including but not limited to renewable energy infrastructure project finance and growth equity or expansion capital investments.
• In addition to advanced Excel (ideally experience with macros and VBA), strong PowerPoint, MS Word and MS Teams skills.
• Preparation skills in presentation including inputs to deal teasers, investment documentation and presentations, deal pipeline, and other supporting documentation and analysis.
• Proven data analytical skills and experience in extraction, data management, data visualisation, data modelling, data science, business analysis, project management.
• Proficiency in accounting treatment and tax.
• Willingness to travel within the African region as well as abroad to international destinations for deal meetings, conferences and investor meetings.

Characteristics & Attitude

• The ability to prioritise, multi‑task, and deliver to deadlines.
• Creative problem‑solving skills and strategic / analytical thinking.
• Fluency in English with excellent written and verbal communication skills (other languages like French are an advantage).
• Committed, driven, hardworking ethic.

How to Apply

To apply to this role, please forward an updated and detailed copy of your CV.

Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Finance and Sales.