Investment Analyst

Investment Analyst

Location: Kloof Street office, Cape Town

Hours: Flexible

Availability: Immediately, but no later than first quarter 2027.

Reporting to: Co-Founders / Portfolio Managers

Company Overview

Rozendal Partners was founded by Wilhelm Hertzog and Paul Whitburn in 2017. We established Rozendal Partners to manage our own capital, as well as that of family, friends and other like-minded investors. Our aim is to compound capital at high rates over long periods of time while limiting the risk of loss to prudent levels.

Purpose of the Role

The Investment Analyst will conduct fundamental research and generate investment ideas to support portfolio managers within an active asset management environment. Investment idea generation will be focused on equities, both globally and in South Africa and both long and short, but may extend across other asset classes and may include special situations and arbitrage opportunities.

Key areas of responsibility

· Conduct in-depth fundamental research, primarily on listed equities, but also on other investment opportunities.

· Build and maintain financial models and valuations.

· Generate differentiated investment ideas and actionable recommendations

· Monitor portfolio holdings and update investment theses

· Analyse company results, industry trends, and relevant macro developments

· Engage with company management, other investors and analysts, and industry experts.

Required skills

· Unimpeachable integrity and an unwavering commitment to placing the interests of clients first.

· Insatiable curiosity

· Creativity of thought combined with intellectual rigour.

· Strong technical and analytical skills

· Attention to detail

· Excellent communication skills (verbal and written)

· Ability to work alone or as part of the team

· A passion for financial markets and identifying mispriced assets

· Ability to clearly articulate and defend an investment view

· Resilient, adaptable, and results-driven.

Minimum qualifications and experience

· 3 to 7 years of equity research experience, preferably with global exposure

· Post-graduate degree

· Sensible use of AI