Senior PE & Hedge Funds Portfolio Specialist

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

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.