Job Description

Closing Date 2026/01/18
Reference Number MMH260107-13
Job Title Group Finance Investment Asset Reporting Intern
Position Type Temporary
Role Family Operations
Cluster Group Finance
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Bellville Cape Town
Introduction
Are you a finance or investment graduate eager to apply your academic knowledge in a real-world investment reporting environment? This internship offers hands-on exposure within Group Investment Services, supporting investment asset reporting in a life insurance context. You will work alongside experienced finance professionals, gain insight into financial markets and regulatory reporting, and contribute to accurate, high-quality investment reporting in a dynamic and collaborative environment
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
To gain practical skill and experience by assisting experienced Group Finance professionals by focusing on Investment Assets Reporting within a Life Insurance company. This role offers hands-on exposure to financial markets, investment instruments, and regulatory reporting processes in a dynamic corporate environment
Requirements
KNOWLEDGE:

• Microsoft Office Suite
• Basic understanding of financial markets and instruments, including bonds, equities, derivatives, and alternative investments

MINIMUM QUALIFICATIONS:

• BCom or similar degree (Finance, Accounting, Economics, Investment Management, or a related field)

MINIMUM EXPERIENCE:

• No work experience required

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
• Ability to interpret and present data clearly.
• Problem-Solving
• Analytical and Critical thinking
• Collaboration and Teamwork

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Skills Required