We’ve partnered with a privately held investment company whose mission is to build a modern, enduring investment house grounded in rationality, research excellence, and disciplined capital deployment. They think long-term, act deliberately, and value quiet excellence over corporate noise.
The Opportunity
We’re looking for an Investment Analyst to support the construction, analysis, and ongoing monitoring of the firm’s investment portfolios, a collection of high-quality global businesses with sustainable competitive advantages and compounding cash flows.
This is a unique opportunity to join a boutique, owner-led firm where ideas matter more than hierarchy.
You’ll work directly with senior leadership to research global markets, assess companies, and contribute to long-term investment decisions. You’ll combine classical financial analysis with modern, AI-driven research tools to surface insight from complex and vast data.
Key Responsibilities
- Research and analyse S&P 500 constituents and 13F filings to identify exceptional long-term compounders.
- Conduct in-depth financial analysis to understand business models, competitive moats, capital intensity, and return profiles.
- Build and maintain a structured scorecard of company metrics, valuation ranges, and sector insights.
- Use AI and data tools intelligently to summarise filings, identify patterns, and enhance research efficiency.
- Prepare investment memos that communicate clear logic, evidence, and valuation outcomes.
- Work closely with senior leadership on portfolio construction and capital allocation decisions.
Academic & Technical Qualifications
- Bachelor’s or Master’s in Finance, Economics, or Accounting (preferred). Quantitative degrees such as Engineering or Applied Mathematics welcome with strong financial literacy.
- Proven academic excellence
- CFA Level II or Level III candidate strongly preferred.
- 2-4 years of experience in financial analysis, audit, or investment research.
- Skilled in financial modelling and valuation (FCF, DCF, ROIC, unit economics, and scenario analysis).
- Proficient in Excel/Google Sheets and analytical writing.
- Comfortable using AI tools to enhance speed, accuracy, and synthesis of information.
To apply:
Send your CV and a short motivation note explaining what attracts you to long-term investing to kim@capitala.co.za
