Assistant Director: Investment Analysis at National Treasury

Purpose of the Role

• To assist the National Treasury in the monitoring and evaluation of financial performances of SOCs and commend on appropriate responses for implementation.

Qualification/s Requirements

• A Grade 12 is required, coupled with a minimum National Diploma (equivalent to NQF 6) or Bachelor’s degree (equivalent to NQF 7) in Finance or Accounting or Financial Economics,
• A minimum 3 years’ experience obtained a corporate, financial investment or banking environment,
• Knowledge of enabling recommendations on the benefits and risks of financial transactions,
• Knowledge and experience of analysing financial statements.

Key Performance Areas
Promote allocation and utilisation of financial resources: 

• Analyse SOCs/WBs Corporate plans and Annual Reports,
• Prepare a dashboard summary of corporate plan and annual report findings,
• Provide recommendations on the financial analysis and findings,
• Analyse tariff submission by Water boards (WBs) and prepare letters on tariff determinations.

 Monitor Infrastructure spending of SOCs: 

• Collect and disseminate infrastructure figures from SOCs/WBs, Analyse infrastructure spending trends of SOCs/WBs and compile a report on findings and recommendations for implementation,
• Engage external stakeholders regarding their infrastructure plans and prepare presentations on spending trends.

  SOC reforms: 

• Assist with valuation analysis of SOCs/WBs,
• Assess entities’ business cases, considering prospects for privatisation, appropriate funding models and make recommendations,
• Assist with the review of developmental mandates and appropriate funding mechanisms.

 Corporate Governance in SOCs: 

• Assist with the improvement of stakeholder relations by escalating relevant info to stakeholders promptly,
• Provide financial inputs into section 54 applications and MTEC process,
• Provide financial input into the budget review and MTBPS process, where required, 
• Promote compliance of the PFMA determinations within SOCs,
• Assist with the compilation of recommendations on the funding requests of SOCs/WBs and perform site visits.

Closing Date: 10 November 2025