JUNIOR INVESTMENT ANALYST - SOUTHERN SUBURBS, CPT
JUNIOR INVESTMENT ANALYST - SOUTHERN SUBURBS, CPT
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2years
40000 - 45000
1 Vacancy
Job Description
This role is ideal for someone with strong commercial instincts attention to detail and a hunger to grow into a full deal originator over time. You ll gain exposure to origination analysis due diligence and portfolio monitoring working closely with experienced investment professionals in a fast-paced entrepreneurial environment where ownership speed and sharp thinking are valued.
If you re ready to accelerate your career in deal-making and contribute to meaningful transactions this is the opportunity to step in and make your mark.
- Competitive salary package
- Performance rewards
- Grow with a fast scaling and dedicated leadership team
- Excellence is a core value for this organisation
Origination Support
- Analyse industry trends and identify new prospects
- Contribute to drafting investment proposals briefing notes and term sheets.
- Arrange and manage engagements with all stakeholders
Transaction Analysis
- Develop and maintain financial models
- Perform initial feasibility reviews including projections and sales absorption assumptions.
- Prepare credit screening notes investment papers and financial analyses for internal consideration.
- Support Investment Analysts in gathering and consolidating due diligence materials for new and ongoing deals.
Due Diligence & Execution
- Collect and structure information from clients such as budgets plans approvals and market data.
- Work with third parties including valuers legal advisors and technical consultants to obtain required documentation.
- Monitor and update the conditions precedent (CP) register ensuring timely resolution of outstanding items.
- Record and distribute minutes from key meetings.
Post-Close Monitoring
- Partner with Investment Analysts to track project drawdowns milestones and compliance obligations.
- Gather required documents promptly when processing drawdowns.
- Keep transaction files current with reports financials and ongoing correspondence.
General Support
- Maintain pipeline trackers and CRM systems to ensure accurate deal flow visibility.
- Prepare periodic reports for the Credit Committee and senior management.
Core Skills & Competencies
- Advanced analytical and numerical ability with strong Excel skills.
- Solid grounding in development concepts.
- Highly organised with a strong eye for detail.
- Clear and professional communicator both written and verbal.
- Effective team player with the ability to operate independently when needed.
- Skilled at handling client queries professionally and efficiently.
- Capable of balancing multiple transactions across different stages of the cycle.
- Able to focus on priority tasks while sustaining momentum on ongoing projects.
- Comfortable working in a demanding fast-paced environment.
Requirements
- Bachelor s degree in Finance Accounting Economics or a related discipline.
- /- 2 years professional experience in a lending investment or corporate finance environment with exposure to transaction execution and analysis.
- Experience with financial modelling credit assessment or feasibility studies will be a strong advantage
- We re looking for someone with experience supporting credit or deal-making teams and an understanding of the stakeholders involved in transactions.
What You Bring
Ambition and drive to grow beyond the status quo
Openness to feedback and eagerness to learn
Composure and focus in high-pressure situations
Clear confident communication skills
Strong judgment in spotting risks and offering solutions
Our Culture
Ownership: We stand by our work and outcomes
Velocity: We move fast and with purpose
Entrepreneurial Spirit: We value commercial thinking and fresh ideas
Benefits
- Competitive salary package
- Performance rewards
- Grow with a fast scaling and dedicated leadership team
- Excellence is a core value for this organisation
Origination Support Analyse industry trends and identify new prospects Contribute to drafting investment proposals, briefing notes, and term sheets. Arrange and manage engagements with all stakeholders Transaction Analysis Develop and maintain financial models Perform initial feasibility reviews, including projections and sales absorption assumptions. Prepare credit screening notes, investment papers, and financial analyses for internal consideration. Support Investment Analysts in gathering and consolidating due diligence materials for new and ongoing deals. Due Diligence & Execution Collect and structure information from clients such as budgets, plans, approvals, and market data. Work with third parties including valuers, legal advisors, and technical consultants to obtain required documentation. Monitor and update the conditions precedent (CP) register, ensuring timely resolution of outstanding items. Record and distribute minutes from key meetings. Post-Close Monitoring Partner with Investment Analysts to track project drawdowns, milestones, and compliance obligations. Gather required documents promptly when processing drawdowns. Keep transaction files current with reports, financials, and ongoing correspondence. General Support Maintain pipeline trackers and CRM systems to ensure accurate deal flow visibility. Prepare periodic reports for the Credit Committee and senior management. ________________________________________ Core Skills & Competencies Advanced analytical and numerical ability, with strong Excel skills. Solid grounding in development concepts. Highly organised with a strong eye for detail. Clear and professional communicator, both written and verbal. Effective team player with the ability to operate independently when needed. Skilled at handling client queries professionally and efficiently. Capable of balancing multiple transactions across different stages of the cycle. Able to focus on priority tasks while sustaining momentum on ongoing projects. Comfortable working in a demanding, fast-paced environment.
Education
Bachelor s degree in Finance, Accounting, Economics, or a related discipline. 2 3 years professional experience in a lending, investment, or corporate finance environment, with exposure to transaction execution and analysis. Experience with financial modelling, credit assessment, or feasibility studies will be a strong advantage.
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
