INVESTMENT ANALYST (Pre-Investment)
JOHANNESBURG
12 MONTHS FIXED-TERM CONTRACT
OUTLINE
DEADLINE – 11 NOVEMBER 2026
Department – Pre-Investment Unit
Reports to – Head Pre-Investment
About the Position:
To provide support function to Investment Associates on all areas of transaction execution.
Responsibilities:
Application screening and preliminary assessment
Conduct structured screening of applications within defined thresholds (e.g. deal size, complexity, sector, programme criteria)
Assess completeness, internal consistency, and basic mandate alignment
Identify missing information, inconsistencies, or red flags early in the process
Apply standardised screening checklists to support objective and consistent assessments
Recommend initial outcomes: Proceed for further assessment / Request information / Decline (subject to review)
Financial modelling support and analysis
Develop indicative financial models to test the plausibility of key assumptions
Analyse revenue drivers and cost structure credibility
Analyse basic profitability and break-even levels
Analyse working capital requirements
Analyse cash flow sustainability at a high level
Perform sensitivity checks on key assumptions (e.g. pricing, volumes, input costs)
Highlight financial risks and areas requiring deeper interrogation by the Investment Associate
Financial and Data validation
Analyse historical financial information (where available) to identify:
Trends in revenue, costs and profitability
Liquidity and basic solvency indicators
Validate internal consistency between:
Business plan
Financial projections
Supporting documents (e.g. contracts, quotes, LOIs)
Flag anomalies, unsupported assumptions, or gaps requiring clarification
Market and Commercial support analysis
Conduct targeted research to support screening, including:
Industry overview and basic demand dynamics
Competitive landscape (high-level)
Verify existence of market support:
LOIs, offtake agreements, contracts
Highlight key commercial risks (e.g. concentration, pricing assumptions, lack of market validation)
Risk identification (preliminary)
Identify early-stage risks including:
Financial risks
Operational risks
Market risks
Escalate material risks requiring deeper assessment
Support documentation of risks for inclusion in screening outputs
Information structuring and screening outputs
Structure and synthesise application information as part of screening
Prepare concise screening reports and working papers
Maintain accurate and auditable records on the CRM system
Ensure traceability of inputs used in forming screening views
Pipeline support and continuous improvement
Contribute to consistency and quality of screening outcomes across the pipeline
Provide feedback on recurring application gaps to improve screening frameworks
Support data capture and reporting for pipeline tracking (in collaboration with admin/system roles)
Process improvement and knowledge management
Contribute to improving application screening templates and financial models
Assist in standardising analytical tools and methodologies used in the Pre-Investment Unit
Maintain structured documentation of analytical methodologies and sector insights
Minimum Requirements
Experience/Skills Required:
Minimum 2 - 4 years relevant experience in:
Development finance institutions (DFIs)
Private equity
Venture capital
Corporate finance
Investment banking
Structured lending environments.
Experience should include exposure to:
Screening and preliminary assessment of investment or funding applications,
Financial modelling, including building and reviewing integrated financial models (income statement, balance sheet and cash flow projections),
Commercial and financial viability analysis of business plans and investment proposals,
Investment analysis and deal assessment, including identifying key financial, operational and market risks,
Financial statement analysis, including revenue modelling, cost structures, profitability analysis and cash flow…