Sector Specialist: Financial Services & Financial Inclusion

Purpose of the role: As part of the Research and Innovation team the candidate will support both the Listed and Unlisted teams with the generation of well researched investment ideas, industry leading sector knowledge, strategic initiatives and contribute to growth in assets under management. Duties: Produce industry leading proprietary research that generates investment views and ideas in the Financial Services and Financial Inclusion sectors. Identify investment opportunities across the unlisted Financial Services / Inclusion sectors. Research and analyse impact of current as well as evolving macro themes and trends in Financial Services/ financial inclusion sector. Develop industry leading knowledge on sectorial key value creation drivers and response to various macro environments. Identify and generate sector, intra-sector and cross sector investable opportunities. Develop, analyse and update valuation models for private companies. Estimate sector returns. Remain up-to-date on developments in global financial markets and economics. Assist deal teams understanding the key risks and opportunities during the due diligence process, when potential investments are being evaluated. Assist with deal origination for Project Development Partnership Fund. Prepare speaking and briefing notes for executive and non-executive directors on various topics. Requirements: Post graduate Degree in Commerce, Finance or equivalent qualification. Master’s degree/MBA/CFA would be advantageous. At least 5 - 8 years relevant experience independently covering financial services research and analysis (banks, insurers, asset managers, micro lenders, etc.). Experience in undertaking sector research with implications for the economy, financial markets and investments is key. Experience of implementing research views on investment portfolios FAIS RE5 Certificate or it must be obtained within 6 months of employment Competencies and skills: Company and Sector analysis Financial modelling skills Excellent writing and communication skills Excellent presentation skills Ability to work alone and in a team Time management Performance and result oriented Ability to deal with pressure/stress Stay abreast with latest trends in the economy Problem solving skills Ability to evaluate market intelligence Customer service orientated Management skills Analytical thinker Good understanding of Risk Experience in working on Bloomberg (preferred)

Location: Pretoria, ZA

Posted Date: 8/28/2025