Investment Portfolio Specialist Private Equity & Hedge Funds

Investment Portfolio Specialist Private Equity & Hedge Funds

Join a cross-border investment team driving private equity and hedge fund growth across global markets

Cape Town 8am to 5pm Competitive market-related package

About Our Client

Our client is a boutique investment management firm specialising in private equity hedge funds and multi-asset portfolios across international markets. With a strong focus on innovation rigorous analysis and performance excellence they partner with institutional and private investors to deliver superior risk-adjusted returns. Their culture values intellectual curiosity collaboration and the pursuit of long-term impact through disciplined investing.

The Role : Investment Portfolio Specialist Private Equity & Hedge Funds

This role is ideal for an experienced investment professional with a strong analytical foundation and deep exposure to private equity hedge funds and portfolio oversight. Youll support the full investment lifecycle from deal execution to fund reporting working closely with deal teams portfolio companies and investors. The position combines technical financial analysis with strategic engagement across multiple asset classes and jurisdictions.

Key Responsibilities

Support the origination structuring and execution of private equity transactions across various sectors.

Build maintain and interpret complex financial models for valuation and performance analysis.

Conduct comprehensive due diligence market research and competitive benchmarking.

Prepare investment committee reports board materials and investor updates.

Evaluate and monitor hedge fund structures strategies and risk-return performance.

Oversee portfolio monitoring analytics and reporting using tools such as Excel Bloomberg and Morningstar Direct.

Manage fund administration compliance and regulatory reporting (ASISA FSCA standards).

Liaise with investors fund administrators and advisory teams to ensure effective communication and alignment.

Contribute to fundraising investor relations and capital deployment strategies.

About You

Bachelors degree in Finance Economics or Investments (Honours or CFA Level II preferred).

Minimum 5 years of experience in portfolio management private equity hedge funds or asset management.

Proven ability to build and interpret financial models and valuation frameworks.

Strong understanding of hedge fund strategies and private capital structures.

Proficiency in Excel Bloomberg Morningstar Direct or equivalent analytics tools.

Excellent attention to detail and analytical accuracy.

Skilled communicator able to present complex information clearly to stakeholders.

Self-driven adaptable and able to thrive in a fast-paced collaborative investment environment.

Key Skills

Active Directory Administration,Financial Services,Benefits & Compensation,Cosmetology,Architecture

Employment Type : Full Time

Experience : years

Vacancy : 1