YES Learnership Investment Management

At Momentum Investments, we are passionate about helping people achieve their financial goals and aspirations. We believe in building the next generation of talent in the financial services industry and creating opportunities for young professionals to learn, grow, and contribute.

We are looking for ambitious, curious, and driven individuals who are ready to take the first step towards building a successful career. Through our Youth Employment Services (YES) Programme, you'll have the opportunity to gain meaningful workplace experience, develop practical skills, and grow your professional capabilities within Momentum Investments.

Whether your interests lie in investment management, financial markets, financial modelling, data analytics, dashboard development, or process improvement and automation, you'll gain practical experience working on real investment challenges while helping to enhance investment reporting, data quality, and business insights in a dynamic and innovative environment. This is more than just work experience; it's an opportunity to build confidence, expand your professional network, and develop the skills needed to thrive in today's evolving world of work.

If you are currently unemployed, eager to learn, and committed to investing in your future, we invite you to join us on a journey of growth, learning, and career development.

Successful candidates will receive a monthly stipend throughout the 12-month programme while gaining valuable industry experience and establishing a strong foundation for future career success.

Qualifications

Relevant Bachelor's degree in one of the following disciplines:

• Investment Management, Financial Management, Financial Analysis or related field
• Mathematics and Statistics, Data Analytics', Quantitative finance or related field

Advantageous

• An Honours degree
• Knowledge of financial markets, investment instruments, and portfolio management principles
• Advanced Excel and data analysis skills.
• Exposure to Power BI, SQL, Python, VBA, or other data visualisation and automation tools would be advantageous.
• Working towards, or an interest in pursuing, professional qualifications such as:
• CFA Program (Level I or higher)
• FRM
• Postgraduate qualifications in Investments, Financial Markets, Data Science, or Analytics

Knowledge & Experience

• Functional ability to use MS Word, Excel and PowerPoint.
• South African citizens aged between 18 and 25 years.
• Unemployed at the time of application.
• First-time participants in theYouth Employment Services (YES) Programme.

• On-the job training and learning: exposure to both on-the-job training and asynchronous learning opportunities, ultimately building a strong career foundation in financial services.
• Skills Development: gain hands-on experience in the workplace, developing practical skills crucial for future careers. This experience is often tailored to match the learner's interests and career goals.
• Employment Readiness: By engaging in real-world work scenarios, learners become more competitive in the job market. By gaining insights into professional environments, workplace etiquette, and job-specific tasks, which enhances employability.
• Personal Growth: The programme aims to build confidence and self-efficacy in learners. Through mentorship and training, participants are encouraged to set goals, overcome challenges, and achieve personal and professional growth.
• Networking Opportunities: Learners have the chance to connect with leaders and build a network that can be beneficial for future job searches and career advancement.

  What you can expect as an Intern in the Multi-Management Investments Team:

  We are looking for an analytical and detail-oriented Investments Intern to join our Multi-Management Investments team. This role is ideal for someone who is passionate about investments, financial markets, data, and technology, and enjoys working with numbers to solve problems and uncover insights.

  As an intern, you will work closely with Investment Analysts and Portfolio Managers, supporting investment research, manager analysis, client reporting, and market insights. You will help prepare client presentations, build dashboards, perform competitor analysis, and assist with financial modelling.

  You will also have the opportunity to improve data quality, automate manual reports, and help streamline investment reporting and data processes. This role is perfect for someone who enjoys combining investment thinking with data analysis and technology to improve decision-making and reporting.

  We're looking for someone who is curious, proactive, comfortable working with data, and eager to learn about the investment industry while making a meaningful contribution to the team.

We are looking for individuals who demonstrate:

• Analytical skills: the ability to systematically and critically evaluate information, identify patterns, and solve complex problems.
• Business Acumen: the ability to understand and make sound judgments about various aspects of a business.
• Communication Skills: effective verbal and written communication.
• Service Excellence: Committed to excellence and deliver outstanding client service.
• Initiative-driven: Demonstrates ownership by identifying opportunities and taking action.
• Accuracy: strong attention to detail and commitment to quality, delivering accurate, thorough, and high-standard work outputs.