Senior Investment Analyst - Strategic & Enterprise Investments
Date: 11 May 2026
Location: Stellenbosch, ZA
Company: Capitec Bank Ltd
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