Investment Analyst X3
Listing reference: nef_000208
Listing status: Online
Apply by: 12 November 2026
Position summary
Industry: Financial Services
Job category: Other: Banking, Finance, Insurance, Stockbroking
Location: Sandton
Contract: Fixed Term Contract
Remuneration: Market Related
EE position: Yes
Introduction
To provide support function to Investment Associates on all areas of transaction execution.
Job description
2.1 Application screening and preliminary assessment
- Conduct structured screening of applications within defined thresholds (e.g. deal size, complexity, sector, programme criteria)
- Assess completeness, internal consistency, and basic mandate alignment
- Identify missing information, inconsistencies, or red flags early in the process
- Apply standardised screening checklists to support objective and consistent assessments
- Recommend initial outcomes: Proceed for further assessment / Request information / Decline (subject to review)
2.2 Financial modelling support and analysis
- Develop indicative financial models to test the plausibility of key assumptions
- Analyse revenue drivers and cost structure credibility
- Analyse basic profitability and break-even levels
- Analyse working capital requirements
- Analyse cash flow sustainability at a high level
- Perform sensitivity checks on key assumptions (e.g. pricing, volumes, input costs)
- Highlight financial risks and areas requiring deeper interrogation by the Investment Associate
2.3 Financial and Data validation
- Analyse historical financial information (where available) to identify:
- Trends in revenue, costs and profitability
- Liquidity and basic solvency indicators
- Validate internal consistency between:
- Business plan
- Financial projections
- Supporting documents (e.g. contracts, quotes, LOIs)
- Flag anomalies, unsupported assumptions, or gaps requiring clarification
2.4 Market and Commercial support analysis
- Conduct targeted research to support screening, including:
- Industry overview and basic demand dynamics
- Competitive landscape (high-level)
- Verify existence of market support: LOIs, offtake agreements, contracts
- Highlight key commercial risks (e.g. concentration, pricing assumptions, lack of market validation)
2.5 Risk identification (preliminary)
- Identify early-stage risks including:
- Financial risks
- Operational risks
- Market risks
- Escalate material risks requiring deeper assessment
- Support documentation of risks for inclusion in screening outputs
2.6 Information structuring and screening outputs
- Structure and synthesise application information as part of screening
- Prepare concise screening reports and working papers
- Maintain accurate and auditable records on the CRM system
- Ensure traceability of inputs used in forming screening views
2.7 Pipeline support and continuous improvement
- Contribute to consistency and quality of screening outcomes across the pipeline
- Provide feedback on recurring application gaps to improve screening frameworks
- Support data capture and reporting for pipeline tracking (in collaboration with admin/system roles)
2.8 Process improvement and knowledge management
- Contribute to improving application screening templates and financial models
- Assist in standardising analytical tools and methodologies used in the Pre-Investment Unit
- Maintain structured documentation of analytical methodologies and sector insights
Minimum requirements
Experience / Skills Required
Minimum 2 - 4 years relevant experience in:
- Development finance institutions (DFIs)
- Private equity
- Venture capital
- Corporate finance
- Investment banking
- Structured lending environments.
Experience should include exposure to:
- Screening and preliminary assessment of investment or funding applications;
- Financial modelling, including building and reviewing integrated financial models (income statement, balance sheet and cash flow projections);
- Commercial and financial viability analysis of business plans and investment proposals;
- Investment analysis and deal assessment, including identifying key financial, operational and market risks;
- Financial statement analysis, including revenue modelling, cost structures, profitability analysis and cash flow sustainability;
- Market and industry analysis to assess demand, competitive positioning and growth prospects;
- Preparation of investment memoranda, screening reports or analytical deal assessments;
- Assessment of funding requirements and capital structures, including working capital and funding gaps;
- Evaluation of business plans and feasibility studies;
- Exposure to transaction or credit approval processes within an investment or lending environment.
Qualification Requirements
- Bachelor’s Degree in: Finance, Accounting, Economics, Business Management, Engineering, Investment Management or related field.
Advantageous qualifications
- Honours or postgraduate qualification in Finance, Economics, or Investment Management.
- CFA Level I or II (advantageous).
Personal Attributes/Behaviours/Attitudes
- High ethical standards and integrity
- Strong work ethic and results orientation
- Resilience and ability to work under pressure
- Strong time management and organisational skills