Group Finance Investment Asset Reporting Intern Position — E

Group Finance Investment Asset Reporting Intern

Closing Date: 2026/11/14

Reference Number: MMH261105-12

Position Type: Temporary

Role Family: Operations

Cluster: Group Finance

Remote Opportunity: None of the time

Location: Gauteng, South Africa

City: Parc du Cap (Cape Town) or Centurion (Pretoria)

Introduction

Momentum Group Limited (Momentum Group) is a leading South African financial services organization and a significant player in the life insurance and integrated financial services sectors. As a proud Level 1 B-BBEE contributor, we are dedicated to helping individuals, families, and businesses build and protect their financial dreams.

Our diverse portfolio of client-facing retail and specialist brands, including Momentum, Metropolitan, Guardrisk, and Eris Property Group, enables us to deliver innovative solutions that meet the evolving needs of our clients. At Momentum Group, we strive to rehumanise every interaction with our clients, stakeholders, communities, and society, positioning genuine care, empathy, and human connection at the core of our operations.

This commitment drives us to create lasting value and meaningful impact for the people and communities we serve.

Role Purpose

The purpose of this internship is to gain practical skills and experience by assisting experienced Group Finance professionals, particularly in the area of Investment Assets Reporting within a Life Insurance company. This role provides hands-on exposure to financial markets, investment instruments, and regulatory reporting processes in a dynamic corporate environment.

Requirements

• Proficient in Microsoft Office Suite.
• Basic understanding of financial markets and instruments, including bonds, equities, derivatives, and alternative investments.
• BCom or similar degree (Finance, Accounting, Economics, Investment Management, or a related field).

Duties & Responsibilities

Internal Process

• Assist in the preparation and analysis of investment asset reports for internal and external stakeholders.
• Support monthly, quarterly, and annual reporting cycles, ensuring accuracy and compliance with regulatory requirements.
• Perform reconciliations between investment systems.
• Collaborate with finance and investment teams to gather and validate data.
• Contribute to process improvements and automation initiatives within reporting workflows.

Client Process

• Build and maintain relationships with internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
• Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Participate and contribute to a culture of work-centric thinking, productivity, service delivery, and quality management.
• Take ownership of driving career development.

Competencies

• Strong analytical and numerical skills with attention to detail.
• Proficiency in Microsoft Excel.
• Basic understanding of accounting principles and financial instruments.
• Project Management skills.
• Ability to interpret and present data clearly.
• Problem-Solving capabilities.
• Analytical and Critical thinking.
• Collaboration and Teamwork skills.

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

How to Apply

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