151 Investment Intern jobs in South Africa

Company Description

Agile Capital is a Private Equity investment business that invests across diverse sectors in the South African market. We focus on businesses with robust operational records and tangible growth prospects.

Role Description

This is a full-time Investment Analyst position located in JHB. The Investment Analyst will be responsible for evaluating potential investment opportunities, conducting financial analysis and modeling, and assisting with portfolio management. The role also involves preparing detailed reports and presentations for stakeholders.

Qualifications

• Strong skills in Investments and Portfolio Management
• Proven Analytical Skills and experience in Finance
• Proficiency in Financial Modeling
• Excellent written and verbal communication skills
• Able to work on-site in Johannesburg
• Bachelor's degree in Accounting or Finance
• Experience in private equity or related financial services industry is a plus

Introduction

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and

innovative culture is committed to wealth creation and preservation, insurance, and income protection for

all our clients. We do this through our understanding of the retail insurance, savings, and investment

markets in SA.

Disclaimer

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

Role Purpose

The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will

stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market,

and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be

strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous

improvement of the IFA's business.

Requirements

Experience and Qualifications:

Qualifications:

• 3-year BCom degree in the following fields: Business Management, Investments (essential)

• Honours degree is an advantage

• CFA and/or CFP is an advantage

Experience:

• 3 to 5 years' financial service industry experience - must include investments (essential)

• Experience in Momentum Investments is an advantage

• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.

• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.

• Technology Savvy

Duties & Responsibilities

Enthuse through Brand, SME Service & Digital

• Understand who we are targeting, the landscape they are working in, competitor influences,

events that will enthuse, critical moments of truth used.

• Ensure long-lasting, deep, and meaningful relationships with the IFA

• IFAs to move from non-active supporters to active supporters, to ambassadors.

• Connection to the brand and digital way of work

• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen as the business partner of choice

• SIC understands the power of financial planning and advice and how our products can assist the

IFA to grow.

• Advice-led coaching competence of the IFA

• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel

they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.

• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and

regular engagements

• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA

practice.

• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Competencies

Competencies Required

• Leading change and innovation

• Diversity and inclusiveness

• Drive for results

• Ability to drive and influence IFA commitment

• Collaboration

• Impact and influence

• Growing talent.

• Self-awareness and insight

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and

innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment

markets in SA

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

Role Purpose
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.

Requirements
Experience and Qualifications:

Qualifications:

• 3-year BCom degree in the following fields: Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage

Experience:

• 3 to 5 years' financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technology Savvy

Duties & Responsibilities
Enthuse through Brand, SME Service & Digital

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen as the business partner of choice
• SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
• Advice-led coaching competence of the IFA
• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Competencies

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent.
• Self-awareness and insight

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and

innovative culture is committed to wealth creation and preservation, insurance, and income protection for

all our clients. We do this through our understanding of the retail insurance, savings, and investment

markets in SA.

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

Role Purpose
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will

stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market,

and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be

strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous

improvement of the IFA's business.

Requirements
Experience and Qualifications:

Qualifications:

• 3-year BCom degree in the following fields: Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage

Experience:

• 3 to 5 years' financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technology Savvy

Duties & Responsibilities
Enthuse through Brand, SME Service & Digital

• Understand who we are targeting, the landscape they are working in, competitor influences,

events that will enthuse, critical moments of truth used.

• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen as the business partner of choice
• SIC understands the power of financial planning and advice and how our products can assist the

IFA to grow.

• Advice-led coaching competence of the IFA
• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel

they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and

regular engagements

• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA

practice.

• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Competencies
Competencies Required

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent.
• Self-awareness and insight

Introduction

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer

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

Role Purpose

The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.

Requirements

Qualifications:

• 3-year BCom degree in the following fields: Business Management, Investments (essential)

• Honours degree is an advantage

• CFA and/or CFP is an advantage

Experience:

• 3 to 5 years' financial service industry experience - must include investments (essential)

• Experience in Momentum Investments is an advantage

• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.

• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.

• Technology Savvy

Duties & Responsibilities

Enthuse through Brand, SME Service & Digital

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.

• Ensure long-lasting, deep, and meaningful relationships with the IFA

• IFAs to move from non-active supporters to active supporters, to ambassadors.

• Connection to the brand and digital way of work

• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen as the business partner of choice

• SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.

• Advice-led coaching competence of the IFA

• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.

• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements

• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.

• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Competencies

• Leading change and innovation

• Diversity and inclusiveness

• Drive for results

• Ability to drive and influence IFA commitment

• Collaboration

• Impact and influence

• Growing talent

• Self-awareness and insight

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

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

Role Purpose
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.

Requirements
Qualifications:

• 3-year BCom degree in the following fields: Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage

Experience:

• 3 to 5 years' financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technology Savvy

Duties & Responsibilities
Enthuse through Brand, SME Service & Digital

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen as the business partner of choice
• SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
• Advice-led coaching competence of the IFA
• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Competencies

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent
• Self-awareness and insight

Symotree is searching for high-performing Investment Analyst for our client to fulfil the role outlined below.

Role:
Investment Analyst

Location:
South Africa (Hybrid)

Type:
Full-time | Private Investment Firm

About The Hiring Organisation

The organisation is a privately held investment company (BVI domiciled) built on a simple design —
one ship, two engines, one destination.

• Engine 1:
  A cash-generative mining operation in South Africa.
• Engine 2:
  A Contrarian Commodity Desk focused on cycle opportunities.
• The Vault (Sea-Change Portfolio):
  Our compounding equity portfolio, dedicated to identifying durable compounders while avoiding growth and value traps.

We are building a
modern, enduring investment house
rooted in rationality, deep research, and quiet excellence.

The Role

The analyst will help construct and monitor the
Sea-Change Portfolio
- a long-term vault of businesses with moats, sound capital allocation, and compounding cash flows.

The role combines classical financial analysis with modern, AI-enabled research methods to surface insight from vast public data.

Key Responsibilities

• Analyse
  S&P 500 constituents and 13F filings
  to identify potential compounders.
• Perform
  financial statement analysis
  to assess business models, moats, competition, and capital intensity.
• Maintain a structured
  scorecard
  of companies and sector insights.
• Use
  AI tools intelligently
  to synthesise filings and automate research summaries.
• Prepare
  investment memos
  that present facts, logic, risks, and valuation ranges.
• Work closely with the
  Chairman
  on allocation decisions.

Who You Are

We are intentionally looking for a rare intellectual archetype, not a conventional job-seeker.

Please read carefully and apply only if this genuinely describes you.

• Naturally
  introverted and analytical
  : draws energy from independent thinking, not networking.
• Truth-seeking
  and precise: numbers before narratives, facts before noise.
• Detail-driven but panoramic:
  can live in footnotes and still see industry structure.
• AI-native
  : enjoys using modern tools to work faster and cleaner, while verifying sources.
• Calm, patient, and independent
  : thinks in decades, not quarters.
• Prefers a private, owner-led setting to corporate bureaucracy.

Academic & Technical Qualifications

• Bachelor's or Master's in
  Finance, Economics, or Accounting
  (preferred). Quant-rigorous degrees (Engineering / Applied Math) considered with proven financial literacy.
• Academic excellence
  : First Class/Distinction, top decile, or GPA ≥ 3.6 equivalent.
• CFA Level II (passed)
  or
  active Level III candidate strongly preferred
  ; Level I considered for exceptional academic performers.
• 2–4 years of financial analysis, audit, or investment research experience.
• Skilled in
  financial modelling and valuation:
  FCF & DCF analysis, ROIC, unit economics, sensible multiples, and scenario testing.
• Comfortable reading
  SEC filings (10-K, 10-Q, 20-F)
  and tracking
  13F disclosures.
• Proficient in
  Excel / Google Sheets
  ; strong presentation and analytical writing skills.
• Naturally adopts
  AI tools
  to enhance speed, clarity, and data synthesis without blindly trusting them.

Company Culture

The organisation operates like a
private research lab, not a corporate floor
. No noise, no politics, no dashboards.

Every analyst is expected to think like an owner and work with intellectual honesty and discipline.

A well-established financial services business is seeking to appoint an Investment Principal for the Rural, Township and Community Development Fund Department.

Responsible for overseeing the implementation of investment decisions by managing the investment team and supporting them during deal presentations.

Qualifications:

• B. Com: Business Finance, Accounting, Economics and Agricultural Economists
• Honours in Finance/Accounting, Economics and Agricultural Economists an advantage

Experience:

• Minimum of 8 years' experience in deal making environment
• Minimum of 3 years people management experience
• 5 years project investment exposure in a financial/investment environment
• Due Diligence analysis and exposure
• Financial Modelling tools
• Project Management
• Initiate and develop new business strategies and opportunities
• Create a pipeline of development impact projects for the Fund
• Appraise new investment and allocate to investment associate for consideration
• Manage the due diligence process and monitor related documents according to the required standards.
• Ensure that the department meets the quarterly and annual targets on approvals, commitments and disbursements as per the approved targets
• Ensure deal closure by taking responsibility for optimal financial, institutional and legal structuring
• Provide innovative and flexible financial structures for complex transactions
• Ensure that all disbursement files are reviewed for completeness before release to Fund Manager
• Identify opportunities to initiate viable projects, project origination through the facilitation of project preparation, and business plans with the intention of providing funding

Please note that if you have not received a response within 14 days of submitting your application that your application was unsuccessful.

However, please keep a lookout on our website, for available positions which may be inline with your career aspirations.

For more information please contact:

Audra King

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

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

Role Purpose
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.

Requirements
Qualifications:

• 3-year BCom degree in the following fields: Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage

Experience:

• 3 to 5 years' financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securitie
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technology Savvy

Duties & Responsibilities
Enthuse through Brand, SME Service & Digital

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen as the business partner of choice
• SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
• Advice-led coaching competence of the IFA
• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Competencies

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent
• Self-awareness and insight