The Junior Analyst will support the investment and analytics functions through data analysis, financial modelling, research, and reporting. This role is suited to an early-career professional with strong quantitative skills, a solid grounding in financial concepts, and an eagerness to develop hands-on investment and modelling experience.

RESPONSIBILITIES

Investment & Market Support

Assist with research and analysis of listed equities, private equity, or other investment opportunities.
Support monitoring of portfolio performance, benchmarks, and risk metrics.
Track market trends, macro-economic indicators, and sector developments.

Financial Modelling

Build, maintain, and update financial models under guidance from senior analysts (e.g. forecasting models, valuation models, scenario and sensitivity analysis).
Assist with company valuations using methods such as DCF, comparables, and basic transaction analysis.
Support modelling for investment proposals, internal reviews, and presentations.

Data & Reporting

Collect, clean, and validate financial and market data from internal and external sources.
Prepare regular performance, attribution, and analytical reports.
Support the development and maintenance of dashboards and reporting tools (Excel, Power BI).

Analysis & Insights

Analyse financial statements, cash flows, and key performance indicators.
Translate data and model outputs into clear insights and summaries.
Assist with preparing investment memoranda and client-facing materials.

Process & Documentation

Maintain documentation of financial models, assumptions, and methodologies.
Support continuous improvement of analytical tools, templates, and processes.

EXPERIENCE & QUALIFICATIONS

Bachelor's degree in Finance, Economics, Investment Management, Accounting, Business Analytics, or a related quantitative field.
Strong Excel skills, including advanced formulas and basic financial modelling.
Foundational understanding of financial statements, cash flow analysis, and valuation concepts.
Strong analytical ability with attention to detail.
Demonstrated exposure to financial modelling through coursework, internships, or projects.
Familiarity with Power BI, SQL, Python, or similar analytical tools.
Internship or graduate-level experience in finance, investments, or data analysis.
Progress toward or interest in professional qualifications (e.g. CFA).

Desired Skills:

Investments
CFA
Finance
Accounting

Desired Work Experience:

2 to 5 years Financial Analysis

Desired Qualification Level:

Degree

About The Employer:

A specialist investment management firm providing long-term investment solutions across listed markets and private equity in South Africa and the broader African continent. The firm partners with institutional and retail investors to deliver disciplined, research-driven investment outcomes.

Fides Recruitment

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