Senior Financial Analyst (Private Equity) - 17010

Somewhere; Remote; ZAR 1 507 000 - 2 011 000; Full time

Job summary

A private equity firm is seeking a highly skilled Senior Financial Analyst to support M&A activities and portfolio management. This role involves reviewing investment opportunities, building financial models, and performing financial diligence. The ideal candidate should have a Bachelor's degree in Finance or Accounting, 5-10 years of experience in financial analysis, and strong abilities in Excel. Proficiency in English communication is essential for client interaction. This is a full-time remote position with the opportunity to influence key investment decisions.

Qualifications

• 5-10 years of experience in financial analysis, preferably in private equity, investment banking, or M&A.
• Strong experience with financial modeling and analysis from scratch.
• Solid knowledge of the insurance sector, including key players and industry dynamics.
• Advanced proficiency in Excel and data analysis tools.

Responsibilities

• Review investment opportunities and build financial models.
• Perform financial diligence and data analysis.
• Support ongoing financial analysis for portfolio companies.
• Execute proprietary deal sourcing outreach.
• Assist in streamlining deal review processes.

Skills

Financial modeling

Client-facing work

Data analysis

English communication skills

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Excel

Job description

Senior Financial Analyst - Private Equity / M&A (Insurance Sector)

Location: Remote (EST timezone)

Type: Full-time (40 hours/week)

Certifications: CFA preferred

Company Overview

The company is a deal‑by‑deal private equity firm focused on the insurance sector. Due to high deal flow and growing portfolio responsibilities, the firm is seeking a highly skilled Financial Analyst to support M&A activities, portfolio management, and deal sourcing efforts.

Position Summary

The Financial Analyst will be responsible for reviewing investment opportunities, building financial models, performing diligence, managing portfolio analysis, and supporting the leadership team in executing transactions. The ideal candidate is CFA‑qualified, client‑ready, and experienced in the insurance sector.

Key Responsibilities

Deal Analysis & Execution

• Review CIMs/SIMs and investment materials.
• Build and maintain complex financial models from scratch.
• Perform financial diligence, research, and data analysis.
• Prepare investment memos, reports, and presentations for internal decision‑making.

Portfolio Management

• Support ongoing financial analysis for portfolio companies.
• Monitor key performance metrics and assist with reporting.

Deal Sourcing Support

• Execute proprietary deal sourcing outreach via email, LinkedIn, and one‑pages.
• Coordinate meetings and assist in outreach scheduling.

Process Improvement & Organization

• Structure and organize 100+ unreviewed SIMs from the past 18 months.
• Assist in streamlining deal review processes and documentation.

Required Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 5‑10 years of experience in financial analysis, preferably in private equity, investment banking, or M&A.
• Strong experience with financial modeling and analysis from scratch.
• Solid knowledge of the insurance sector, including key players and industry dynamics.
• FP&A experience a plus.
• Advanced proficiency in Excel and data analysis tools.
• Excellent written and verbal English communication skills.
• Ability to work independently and support a small, fast‑moving team.
• Comfortable engaging in client‑facing work.

Preferred Qualifications

• CFA or CPA certification.
• VP‑/Executive‑level experience.
• Experience working with insurance‑specific data and systems.
• Familiarity with deal sourcing and business development activities.

Why This Role Matters

This is a high‑level Financial Analyst role supporting private equity deal flow and portfolio management. The successful candidate will directly influence investment decisions and provide critical analytical support to the leadership team. Strong English communication skills are essential for client interaction.