Investment Analyst - Guateng at National Empowerment Fund

Introduction

• The NEF is hiring Investment Analyst (X2) for a 12 months fixed-term contracts. To provide support function to Investment Associates on all areas of transaction execution.

Job description

Assessment of Applications (Pre-screening) and Report writing

• Collect all relevant information from applicants;
• Evaluate new deals from Pre-Investment;
• Perform high level desktop financial and commercial assessment and provide recommendations and comments to Investment Associates;
• Analyse, compile and report on market information on a deal-by-deal basis;
• Prepare the early review report and make recommendation for ratification by deal committee within guidelines;
• Draft recommendation letters. 

Financial modelling and preparing of financial analysis

• Build financial models according to NEF financial modelling methodologies standards models;
• Provide comprehensive financial analysis, using approved financial modelling tools, to the Deal Team on transactions presented to the NEF;
• Apply standard investment analysis (under the advice / assistance of senior team members) on deal structuring techniques, market analysis and valuation principles;
• Manage and influence internal decision–making and project process to obtain investment approval; 

Research, analysis and preparing research reports

• Conduct research and gathering data using reliable sources of information;
• Assist teams with due diligence exercise;
• Analyse and prepare reports on findings and make recommendations.

Minimum requirements

Experience / Skills Required

• Minimum of 2 years similar experience in the corporate finance/ Banking/ DFI environment
• At least 2 years of financial modelling and deal assessment experience
• A generalist in small and medium enterprises (SMEs), franchise, procurement and entrepreneurship finance area
• Understanding of NEF mandate and investment guidelines
• Possess good analytical and modelling skills
• An expert analyst demonstrating high command of the abilities required to perform the role
• Ability to apply financial modelling methodologies
• Ability to apply NEF processes with ability to move beyond the standard process with help to produce highly insightful diagnoses
• Able to identify important issues and highlight same to team for consideration
• Good at knowledge gathering finds additional relevant information from unusual sources
• Possesses analytical skills
• Can develop good, actionable recommendations and is a strong contributor in discussions on investment implications
• Structures own work and meet all commitments and targets and also exceeds agreed upon work
• Participation in team problem solving
• Contributions to team effectiveness
• Willingness to travel.

Qualification Requirements

• Bachelor of Commerce degree in Accounting / Economics / Finance or equivalent;
• Postgraduate qualification and/or CFA are an added advantage.

Personal Attributes/Behaviours/Attitudes

• Analytical thinker and Attention to Detail
• Strong entrepreneurial understanding
• Assertive disposition
• Business Report writing
• Strong team contributor
• Exceptional time management quantities
• Integrity beyond reproach
• Maintains high levels of work standards 

Intrapersonal competencies:

• Drive and Result Orientation
• Decisiveness & Action Orientation
• Ethical Judgement
• Resilience and Stress Management 

Interpersonal competencies:

• Building Relationships
• Customer Service Orientation
• Interpersonal Agility
• Teamwork 

Communication competencies:

• Influencing & Impact (incl. Negotiation)
• Presentation and Facilitation 

Functional competencies:

• Anticipating and Managing Change
• Business insight and Risk Awareness
• Commercial and Financial Acumen
• Research Competencies

Apply by: 15 October 2025