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Senior Investment Analyst - Strategic & Enterprise Investments (Stellenbosch, ZA) @ Capitec Bank Ltd

Stellenbosch, ZAOnsiteFull-time
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<div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">About The Role</H2> </div><div><div>You can read a set of financials, build a five-year forecast and tell us exactly what a business is worth. You understand valuation methodologies – free cash flow to the firm, free cash flow to equity, PE multiples, revenue multiples, payback period – and, critically, when to use each one. A CA or CFA qualification backs your thinking. If this is you, we want to hear from you. </div> <div> </div> <div>Your role is to play a pivotal role in supporting strategic decision-making related to equity investments, monitoring and reporting on investment performance, ensuring good corporate governance and driving enterprise development initiatives. </div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">What You&apos;ll Do</H2> </div><div><div> <div><strong>Enterprise and Supplier Development (ESD)</strong></div> <ul> <li>Oversee our ESD portfolio – track financial and impact metrics through quarterly reviews</li> <li>Evaluate SMME investment opportunities in line with our investment mandate</li> <li>Develop and implement investment criteria as our ESD vehicle grows</li> <li>Administer grant programs that align with B-BBEE requirements and our strategic goals</li> <li>Identify new mechanisms and partnerships that grow our ESD impact</li> <li>Keep all investment and grant documentation audit-ready</li> <li>Ensure full compliance with B-BBEE scorecard requirements and ESD regulations</li> <li>Schedule compliance checks and internal audits at least twice a year</li> </ul> <div><strong>Strategic Investments</strong></div> <ul> <li>Build financial models – forecast income statements, balance sheets and cash flows across sectors (FinTech, banking, insurance, SMMEs and beyond)</li> <li>Apply the right valuation methodology to each investment decision</li> <li>Value businesses we want to buy or sell, and support negotiations with a clear, defensible number</li> <li>Monitor and report on strategic investment performance – deliver a real-time portfolio dashboard</li> <li>Provide recommendations to senior management on portfolio adjustments and strategic direction</li> <li>Develop scenario analyses that support faster, smarter decisions</li> <li>Use data to spot trends and recommend portfolio changes</li> </ul> <div><strong>Stakeholder Engagement</strong></div> <ul> <li>Build and maintain strong relationships with incubators, accelerators and industry bodies in the SMME space</li> <li>Develop a stakeholder communication plan to keep partners informed and aligned</li> <li>Represent us at industry events and forums</li> </ul> </div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:14.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>What You Need</b></H2> </div><div><ul> <li>5–10 years of experience in corporate finance, investment analysis, enterprise development, or related fields.</li> <li>Proven track record in evaluating investment opportunities and managing portfolios.</li> <li>Experience working independently and collaboratively in a fast-paced environment.</li> <li>Stakeholder engagement and relationship-building to achieve objectives. </li> </ul> <p><strong>Ideal:</strong></p> <ul> <li>Exposure to managing investment portfolios, impact investing SME development or B-BBEE-compliant vehicles.</li> <li>Evaluating and executing investments in SMMEs.</li> <li>Designing and administering grant funding programs.</li> <li>Building partnerships with incubators, accelerators and industry bodies.</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:14.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Qualifications (Minimum)</b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Bachelor&apos;s Degree in Finance or Economics </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:14.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Qualifications (Ideal or Preferred)</b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Qualified Chartered Accountant (CA) </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:14.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Knowledge</b></H2> </div><div><ul> <li>Deep understanding of B-BBEE legislation and ESD frameworks.</li> <li>Investment analysis or portfolio management knowledge<br>Financial modelling, valuation techniques and investment analysis.</li> <li>Corporate Finance Principles: Capital structure, cost of capital, working capital management, and capital budgeting.</li> <li>South African SMME ecosystem and enterprise development trends.</li> <li>Regulatory environment affecting ESD and strategic investments.</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:14.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Skills</b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Commercial Thinking Skills </li><li>Communications Skills </li><li>Problem solving skills </li><li>Project Management Skills (Methodolgy Specific) </li><li>Researching skills </li><li>Strategic Thinking Skills </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:14.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Conditions of Employment</b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Clear criminal and credit record </li></ul></div></div>

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