Momentum Investments – YES Learnership 2026 – Investment Management Programme

Momentum Investments is inviting unemployed South African graduates to apply for its 12-month YES Learnership in Investment Management.

The programme provides practical exposure to investment research, financial markets, data analysis, financial modelling, reporting, automation and portfolio-management support. Successful candidates will work alongside Investment Analysts and Portfolio Managers in Centurion.

Important: Applicants must be South African citizens aged 18–25, unemployed when applying and participating in the Youth Employment Services Programme for the first time.

At a glance

What this opportunity is

This is a 12-month Youth Employment Services workplace-experience opportunity within Momentum Investments.

The programme is intended to help young graduates gain meaningful workplace experience, develop practical skills and build professional capabilities within the financial-services and investment-management industry.

Participants may gain exposure to investment management, financial markets, financial modelling, data analytics, dashboard development, reporting, process improvement and automation.

Programme classification: The vacancy is titled “YES Learnership Investment Management,” while parts of the description refer to successful candidates as interns. The advert does not state an NQF qualification, SETA registration, training provider or formal occupational certificate. Applicants should therefore understand it primarily as a 12-month YES workplace-experience programme unless Momentum confirms otherwise.

The recruitment portal lists the position type as permanent, but the vacancy description expressly refers to a 12-month programme. Candidates should confirm the employment classification and whether any opportunity exists after the programme if shortlisted.

Minimum qualifications

Applicants need a relevant bachelor’s degree in one of the following areas:

• Investment Management.
• Financial Management.
• Financial Analysis.
• Mathematics and Statistics.
• Data Analytics.
• Quantitative Finance.
• Another closely related field.

Applicants should show the complete name of their qualification, institution and completion date on their CV.

YES Programme eligibility

• Be a South African citizen.
• Be between 18 and 25 years old.
• Be unemployed at the time of application.
• Be participating in the YES Programme for the first time.
• Have the relevant completed bachelor’s degree.
• Be willing and able to participate in the 12-month programme.
• Have functional Microsoft Word, Excel and PowerPoint skills.

Candidates should answer all YES eligibility questions honestly. Previous participation in a YES Programme may make an applicant ineligible for this opportunity.

Advantageous qualifications and knowledge

• An Honours degree.
• Knowledge of financial markets and investment instruments.
• Understanding of portfolio-management principles.
• Advanced Microsoft Excel and data-analysis skills.
• Exposure to Power BI, SQL, Python or VBA.
• Experience with data-visualisation or automation tools.
• Progress towards, or an interest in pursuing, the CFA Programme.
• Progress towards, or an interest in pursuing, the Financial Risk Manager qualification.
• Postgraduate studies in investments, financial markets, data science or analytics.

These items are advantageous rather than stated as compulsory minimum requirements.

What participants can expect

• On-the-job training and workplace learning.
• Access to asynchronous learning opportunities.
• Practical experience within the financial-services industry.
• Workplace exposure aligned with individual interests and career goals.
• Experience with professional workplace standards and etiquette.
• Mentorship, training and personal-development support.
• Opportunities to build confidence and employment readiness.
• Professional networking with colleagues and industry leaders.
• A monthly stipend throughout the 12-month programme.

Investment-management exposure

The successful candidates are expected to join the Multi-Management Investments team and work closely with Investment Analysts and Portfolio Managers.

Possible responsibilities and learning areas include:

• Supporting investment research.
• Assisting with investment-manager analysis.
• Supporting client and investment reporting.
• Researching financial-market information and trends.
• Preparing client presentations.
• Building or updating analytical dashboards.
• Conducting competitor analysis.
• Assisting with financial modelling.
• Improving investment-data quality.
• Helping automate manual reports.
• Supporting improvements to investment-reporting processes.
• Helping streamline data processes and reporting workflows.
• Using investment and data insights to support decision-making.

The exact allocation of duties may depend on the team’s operational requirements and the successful candidate’s skills and learning needs.

Skills and competencies

• Analytical and problem-solving ability.
• Ability to evaluate information critically.
• Ability to identify patterns in financial or business data.
• Business awareness and sound judgement.
• Clear verbal and written communication.
• Commitment to excellent service.
• Initiative and personal ownership.
• Curiosity and willingness to learn.
• Strong attention to detail.
• Accuracy and commitment to producing quality work.
• Comfort working with numbers and data.
• Interest in investments, financial markets and technology.
• Ability to work professionally with analysts, portfolio managers and other team members.

Stipend and work arrangement

The official vacancy confirms that successful candidates will receive a monthly stipend throughout the 12-month programme. The stipend amount is not stated in the advert.

The primary location is Centurion, Gauteng. The vacancy indicates that remote work may be available some of the time, but candidates should not assume that the programme is fully remote.

Applicants should be able to travel to the designated Momentum workplace whenever required. Working hours, equipment arrangements and the exact balance between office and remote work should be confirmed during the recruitment process.

Application documents

• An updated and professional CV.
• A copy of your South African identity document, if requested.
• Your bachelor’s degree certificate or official proof of completion.
• A complete academic record, if requested.
• Proof of an Honours or postgraduate qualification where applicable.
• Accurate contact, education and employment information.

Do not claim software, financial-modelling or investment-analysis experience that you cannot demonstrate. Clearly distinguish between academic projects, personal learning and formal workplace experience.

Application checklist

• Confirm that you meet the 18–25 age requirement.
• Confirm that you are currently unemployed.
• Confirm that you have not previously participated in the YES Programme.
• Show your relevant bachelor’s degree clearly on your CV.
• Include relevant modules, research projects or academic achievements.
• Mention Excel, Power BI, SQL, Python, VBA or data-analysis experience accurately.
• Include investment, financial-market or quantitative projects where applicable.
• Check that your cellphone number and email address are correct.
• Complete every required section of your online profile.
• Submit before the official closing date.

Need assistance preparing your CV or application documents? Visit our Learnership Resources and Guides.

About Momentum Group and Momentum Investments

Momentum Group is a South African financial-services group offering insurance, investment, savings, retirement, health and related financial solutions. Momentum Investments focuses on investment solutions and helping individuals and organisations work towards their financial goals.

Learn more through the official Momentum Group website.

Quick tips for applicants

• Apply by 27 August 2026 where possible.
• Tailor your CV towards investment management and data analysis.
• Include relevant university projects instead of submitting a generic CV.
• Show your Microsoft Excel ability clearly.
• Mention any exposure to financial markets or investment instruments.
• Highlight analytical, quantitative and problem-solving skills.
• Check that your Momentum recruitment profile is complete before submitting.
• Keep copies of your application and supporting documents.

Common application mistakes

• Applying without the required bachelor’s degree.
• Ignoring the YES age or unemployment requirements.
• Failing to disclose previous YES Programme participation.
• Uploading an outdated or incomplete CV.
• Leaving the online recruitment profile incomplete.
• Listing software skills without explaining where they were used.
• Assuming that the opportunity is fully remote.
• Waiting until the closing date to begin the application.

Scam warning

Apply only through the official Momentum Group recruitment platform.

• Do not pay anyone for an application, interview, assessment, training or job placement.
• Do not share banking PINs, passwords or one-time PINs.
• Do not trust anyone who guarantees selection in exchange for money.
• Verify that the vacancy reference is MMH260825-4 before submitting personal information.
• Upload documents only through the secure official recruitment process.

How this opportunity was verified

This opportunity was verified using the official Momentum Group recruitment listing for YES Learnership Investment Management, reference MMH260825-4.

The official listing confirms the Centurion location, Momentum Investments cluster, relevant degree requirements, YES eligibility criteria, 12-month programme duration, monthly stipend and closing date.

The vacancy does not state the stipend amount, exact working hours, number of available positions or guarantee employment after the programme.

Read more about our verification process on the How We Verify Listings page.

How to apply

1. Open the official Momentum Group application page below.
2. Confirm that the title is YES Learnership Investment Management.
3. Confirm that the reference number is MMH260825-4.
4. Read the complete vacancy information.
5. Sign in or create a recruitment profile.
6. Complete all required profile sections.
7. Enter your education and personal information accurately.
8. Upload your updated CV and supporting documents.
9. Review your contact information and answers.
10. Submit before the closing date.

Application closing date

The official closing date is 28 August 2026.

The exact closing time is not stated. Applicants should submit by 27 August 2026 to reduce the risk of missing the deadline because of profile, document-upload or technical problems.