Group Finance Investment Asset Reporting Intern at Momentum

Group Finance Investment Asset Reporting Intern

The Group Finance Investment Asset Reporting Intern position at Momentum Group Limited offers a unique opportunity to gain practical experience in financial services. This temporary role is located in Cape Town and/or Centurion, Pretoria, Gauteng, South Africa, and has a closing date for applications on November 14, 2026.

About Momentum Group Limited

Momentum Group Limited is a prominent South African financial services organization, significantly impacting life insurance and integrated financial services. As a proud Level 1 B-BBEE contributor, we are dedicated to supporting individuals, families, and businesses in achieving and protecting their financial dreams.

Our extensive portfolio of retail and specialist brands, including Momentum, Metropolitan, Guardrisk, and Eris Property Group, positions us to deliver innovative solutions that cater to our clients’ evolving needs. At Momentum Group, we prioritize a human-centric approach in every interaction with clients, stakeholders, communities, and society.

Role Purpose

The aim of this internship is to assist experienced Group Finance professionals with a focus on Investment Assets Reporting within a Life Insurance company. Interns will gain hands-on exposure to:

• Financial markets
• Investment instruments
• Regulatory reporting processes

This role is designed to provide an impactful experience in a dynamic corporate environment.

Requirements

To qualify for this internship, candidates should have:

• Proficiency in Microsoft Office Suite
• A basic understanding of financial markets and instruments, including bonds, equities, derivatives, and alternative investments
• A BCom or related degree (Finance, Accounting, Economics, Investment Management, or similar)

Duties & Responsibilities

Interns will be expected to contribute to various internal and client processes, including:

Internal Processes

• Assisting in the preparation and analysis of investment asset reports for both internal and external stakeholders
• Supporting monthly, quarterly, and annual reporting cycles, ensuring accuracy and compliance with regulatory requirements
• Performing reconciliations between investment systems
• Collaborating with finance and investment teams to gather and validate data
• Contributing to process improvements and automation initiatives within reporting workflows

Client Processes

• Building and maintaining relationships with internal and external stakeholders
• Delivering on service level agreements made with clients and stakeholders to manage expectations effectively
• Participating in initiatives that enhance rewarding relationships and exceptional client service
• Contributing to a culture that promotes productivity, service delivery, and quality management
• Taking ownership of personal career development

Competencies

The ideal candidate will demonstrate the following competencies:

• Strong analytical and numerical skills with great attention to detail
• Proficiency in Microsoft Excel
• A basic understanding of accounting principles and financial instruments
• Project management skills
• Ability to interpret and present data clearly
• Strong problem-solving skills
• Analytical and critical thinking abilities
• Collaboration and teamwork capabilities

Application Process

As an applicant, please verify the legitimacy of this job advert on our company career page before applying.

How to Apply

Applications close on 14 November 2026. Apply before the closing date to avoid missing this opportunity.