Role Purpose

To gain practical skills and experience by assisting experienced Group Finance professionals, 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

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

Closing Date

Group Finance Investment Asset Reporting Intern

Key skills