Investment Analyst
$55,000–$65,000 year
On-siteRondebosch, Western Cape, South Africa
Job Summary
Build and improve equity models and frameworks for South African and global companies, preparing comprehensive presentations and reports for financial advisors and the Investment Council. Maintain local and offshore model-portfolio reporting, support performance/risk/attribution reporting, and assist with day-to-day client-portfolio administration. Contribute creative ideas for model portfolios, participate in investment strategy discussions, and help integrate practical AI tools into the research process. Requires a relevant degree in investments or financial analysis with 3+ years of experience in equity research, corporate finance, or audit, plus advanced Excel skills and a driver's license.
Required Qualifications
- A relevant degree such as a B Bus Sci, B Com (Hons) in Investments / Financial Analysis, or a similar quantitative qualification
- A minimum of 3+ years of relevant experience in equity research, corporate finance, or audit
- demonstrable track record of skills in equity research, corporate finance, or audit
- Working knowledge of market-data platforms (e.g., Bloomberg, FactSet, Refinitiv, Iress)
- Advanced Excel skills
- confidence in building professional slide packs in PowerPoint
- Valid, unendorsed driver's license
- own reliable vehicle
- Clean credit checks
- Clean criminal checks
Desired Qualifications
- CA(SA) designation
- CFA charter holder status
- progress made towards completing the CFA
- A strong background in mathematics
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