Portfolio Analyst

A leading venture capital firm is seeking a Portfolio Analyst to join their Cape Town-based team, offering you the opportunity to play a pivotal role in shaping investment and operating decisions across a diverse portfolio of high-growth, technology-enabled businesses. This position is ideal for someone who thrives on transforming complex, imperfect company information into actionable insights that drive value creation and strategic support.

What you'll do:

As a Portfolio Analyst, you will immerse yourself in the world of venture capital analytics by turning messy company information into clear investment recommendations.

• Analyse portfolio company financials, KPIs, board packs, budgets, and strategic plans to surface key quantitative and strategic implications for decision-making.
• Prepare concise decision briefs for portfolio reviews, partner conversations, valuation discussions, reserve planning, and capital allocation decisions that inform leadership.
• Build and maintain robust financial models supporting portfolio reviews, valuation discussions, follow-on investment analysis, reserve planning, and performance assessments.
• Contribute quantitative inputs to follow-on and valuation discussions by organising evidence, stress-testing assumptions, and clarifying trade-offs for optimal outcomes.
• Identify recurring themes across the portfolio such as growth bottlenecks, cash pressure points, margin quality issues, execution risks, and operating constraints.
• Support portfolio company growth conversations by providing research and insight into potential markets, new trends, business models, competitive dynamics, and benchmarks.
• Conduct company, market, and industry analysis relevant to portfolio company strategy, growth planning or follow-on investment decisions.
• Operate and manage AI-driven intelligence platforms including bots and automated workflows that support reporting systems and portfolio monitoring.
• Design and maintain automated workflows that reduce manual data work while increasing speed, accuracy, and reliability of portfolio insights.
• Convert recurring portfolio analysis tasks into repeatable systems such as templates, trackers, dashboards or AI-supported workflows.

What you bring:

• Degree in Mathematics, Statistics, Economics, Engineering, Computer Science, Finance, Business Science, or a related quantitative field.
• CFA, CA(SA), or a postgraduate finance qualification would be advantageous.
• 3-8 years' experience in investment management, corporate finance, private equity, venture capital, consulting, data analytics, or a similar analytical environment.
• Strong financial modelling skills, with the ability to build, analyse, and stress-test models from first principles.
• Experience conducting company, market, industry, or investment analysis, with exposure to AI tools, automation, and data platforms.
• Interest in early-stage businesses, technology-driven companies, or African venture markets is beneficial.
• Ability to work with complex or incomplete datasets and derive meaningful insights.
• Strong written and verbal communication skills, with the ability to present complex findings clearly.
• Collaborative approach with the ability to work effectively across multiple stakeholders and workstreams.
• Passion for technology, innovation, entrepreneurship, and impact-driven investing.

What sets this company apart:

This organisation stands out as a trusted partner backing exceptional founders who are building high-growth technology-enabled businesses across South Africa and East Africa. Their unique approach goes far beyond providing capital, they actively collaborate with founders to sharpen operating decisions understand value creation identify risks allocate resources strategically offer ongoing support throughout each stage of growth.

What's next:

If you are ready to use your analytical talents to make a real difference in the startup landscape apply now!

Apply today by completing the application form via the provided link; applications are reviewed on a rolling basis so don’t miss your chance!