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Senior Investment Analyst - Strategic & Enterprise Investments at Capitec Bank
Capitec Bank
August 31, 2026
Full-time
On-site
About The Role
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.
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.
What You'll Do
Enterprise and Supplier Development (ESD)
Oversee our ESD portfolio - track financial and impact metrics through quarterly reviews
Evaluate SMME investment opportunities in line with our investment mandate
Develop and implement investment criteria as our ESD vehicle grows
Administer grant programs that align with B-BBEE requirements and our strategic goals
Identify new mechanisms and partnerships that grow our ESD impact
Keep all investment and grant documentation audit-ready
Ensure full compliance with B-BBEE scorecard requirements and ESD regulations
Schedule compliance checks and internal audits at least twice a year
Strategic Investments
Build financial models - forecast income statements, balance sheets and cash flows across sectors (FinTech, banking, insurance, SMMEs and beyond)
Apply the right valuation methodology to each investment decision
Value businesses we want to buy or sell, and support negotiations with a clear, defensible number
Monitor and report on strategic investment performance - deliver a real-time portfolio dashboard
Provide recommendations to senior management on portfolio adjustments and strategic direction
Develop scenario analyses that support faster, smarter decisions
Use data to spot trends and recommend portfolio changes
Stakeholder Engagement
Build and maintain strong relationships with incubators, accelerators and industry bodies in the SMME space
Develop a stakeholder communication plan to keep partners informed and aligned
Represent us at industry events and forums
What You Need
5 - 10 years of experience in corporate finance, investment analysis, enterprise development, or related fields.
Proven track record in evaluating investment opportunities and managing portfolios.
Experience working independently and collaboratively in a fast-paced environment.
Stakeholder engagement and relationship-building to achieve objectives.
Ideal:
Exposure to managing investment portfolios, impact investing SME development or B-BBEE-compliant vehicles.
Evaluating and executing investments in SMMEs.
Designing and administering grant funding programs.
Building partnerships with incubators, accelerators and industry bodies.
Qualifications (Minimum)
Bachelor's Degree in Finance or Economics
Qualifications (Ideal or Preferred)
Qualified Chartered Accountant (CA)
Knowledge
Deep understanding of B-BBEE legislation and ESD frameworks.
Investment analysis or portfolio management knowledge
Financial modelling, valuation techniques and investment analysis.
Corporate Finance Principles: Capital structure, cost of capital, working capital management, and capital budgeting.
South African SMME ecosystem and enterprise development trends.
Regulatory environment affecting ESD and strategic investments.
Skills
Commercial Thinking Skills
Communications Skills
Problem solving skills
Project Management Skills (Methodolgy Specific)
Researching skills
Strategic Thinking Skills
Conditions of Employment
Clear criminal and credit record
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.
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.
What You'll Do
Enterprise and Supplier Development (ESD)
Oversee our ESD portfolio - track financial and impact metrics through quarterly reviews
Evaluate SMME investment opportunities in line with our investment mandate
Develop and implement investment criteria as our ESD vehicle grows
Administer grant programs that align with B-BBEE requirements and our strategic goals
Identify new mechanisms and partnerships that grow our ESD impact
Keep all investment and grant documentation audit-ready
Ensure full compliance with B-BBEE scorecard requirements and ESD regulations
Schedule compliance checks and internal audits at least twice a year
Strategic Investments
Build financial models - forecast income statements, balance sheets and cash flows across sectors (FinTech, banking, insurance, SMMEs and beyond)
Apply the right valuation methodology to each investment decision
Value businesses we want to buy or sell, and support negotiations with a clear, defensible number
Monitor and report on strategic investment performance - deliver a real-time portfolio dashboard
Provide recommendations to senior management on portfolio adjustments and strategic direction
Develop scenario analyses that support faster, smarter decisions
Use data to spot trends and recommend portfolio changes
Stakeholder Engagement
Build and maintain strong relationships with incubators, accelerators and industry bodies in the SMME space
Develop a stakeholder communication plan to keep partners informed and aligned
Represent us at industry events and forums
What You Need
5 - 10 years of experience in corporate finance, investment analysis, enterprise development, or related fields.
Proven track record in evaluating investment opportunities and managing portfolios.
Experience working independently and collaboratively in a fast-paced environment.
Stakeholder engagement and relationship-building to achieve objectives.
Ideal:
Exposure to managing investment portfolios, impact investing SME development or B-BBEE-compliant vehicles.
Evaluating and executing investments in SMMEs.
Designing and administering grant funding programs.
Building partnerships with incubators, accelerators and industry bodies.
Qualifications (Minimum)
Bachelor's Degree in Finance or Economics
Qualifications (Ideal or Preferred)
Qualified Chartered Accountant (CA)
Knowledge
Deep understanding of B-BBEE legislation and ESD frameworks.
Investment analysis or portfolio management knowledge
Financial modelling, valuation techniques and investment analysis.
Corporate Finance Principles: Capital structure, cost of capital, working capital management, and capital budgeting.
South African SMME ecosystem and enterprise development trends.
Regulatory environment affecting ESD and strategic investments.
Skills
Commercial Thinking Skills
Communications Skills
Problem solving skills
Project Management Skills (Methodolgy Specific)
Researching skills
Strategic Thinking Skills
Conditions of Employment
Clear criminal and credit record