Fund & Investment Accountant Job Opportunity at Momentum Corporate in Sandton

Momentum Corporate, a trusted leader in South Africa’s financial services sector, is seeking a highly skilled Fund & Investment Accountant to join their dynamic finance team. This permanent opportunity is based in Sandton, Gauteng, with flexible hybrid working options available.

If you are experienced in fund accounting, investment reporting, and regulatory compliance, this role offers you a strategic career opportunity in a well-established company. You will play a vital role in maintaining accurate financial records, producing statutory reports, and supporting the long-term success of the Momentum Retirement Administrators (MRA) business.

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About Momentum Metropolitan Holdings

Momentum Metropolitan Holdings is a diversified financial services group with a strong presence across South Africa and the continent. Through brands such as Momentum, Metropolitan, and Multiply, the group empowers individuals, communities, and businesses to reach their financial goals and life aspirations.

Momentum Corporate, as part of this powerhouse, focuses on employee benefits, retirement administration, and investment solutions. With a client-first approach, innovation-driven operations, and a commitment to regulatory excellence, the organization offers an environment where professionals thrive.

Key Responsibilities of the Fund & Investment Accountant

The successful candidate will be responsible for executing a variety of accounting and regulatory functions essential to fund management and investment oversight. Responsibilities include:

• Maintaining accurate general ledger records

• Preparing monthly management accounts and annual financial statements

• Completing monthly cash flow statements and bank reconciliations

• Preparing and submitting financial regulatory reports, including:

  • SARB reports

  • C48 reports to FSCA

  • B16 submissions

  • Regulation 28 compliance reports

• Reconciling investment trial balances and daily fund transactions

• Managing monthly PAYE submissions to SARS

• Performing asset and liability matching

• Responding to audit requests and ensuring implementation of audit recommendations

You will also be expected to comply fully with the Pension Fund Act, FSCA regulations, and internal governance policies.

Minimum Qualifications and Experience Required

To be eligible for this position, you must meet the following criteria:

Educational Requirements:

• Bachelor of Commerce (BCom) with Accounting as a major

Experience:

• Minimum of 5 years’ fund and investment accounting experience

• A total of 5 to 7 years working in a financial services or employee benefits environment

Core Competencies for Success

The ideal candidate for this role will demonstrate the following strengths:

• Attention to Detail: Precision in financial records and regulatory submissions

• Analytical Thinking: Ability to interpret financial data and derive meaningful insights

• Accountability: Takes full ownership of duties and deadlines

• Team Collaboration: Works effectively with internal teams and external auditors

• Effective Communication: Presents complex financial information clearly and professionally

Benefits of Working at Momentum Corporate

Joining Momentum Corporate means more than just a job. You will enjoy:

• Hybrid working options for greater work-life balance

• A culture of inclusion and empowerment

• Access to Multiply, the company’s leading wellness and rewards programme

• Career development opportunities across multiple sectors in the group

• Being part of a trusted, reputable brand with a proven track record in financial growth

How to Apply for the Fund & Investment Accountant Job

Click here to Apply

Interested candidates should apply before the closing date of 08 August 2025.

Make sure to prepare the following documents:

• Updated professional CV

• Certified copy of BCom degree

• Proof of relevant fund and investment accounting experience

• ID document and supporting certifications

Visit the Momentum Metropolitan careers page to apply directly and verify this job listing.

Boost Your Finance Career in South Africa

If you’re ready to level up your finance career in one of South Africa’s most trusted retirement fund and investment administration environments, this opportunity is for you. The Fund & Investment Accountant role at Momentum Corporate offers the chance to work in a highly regulated, impactful space while contributing to people’s financial futures.

Helpful Career Resources to Support Your Application

To further strengthen your chances and align with the position, check out these valuable resources on our site:

How to Write a High-Impact Finance Resume in South Africa
Craft a resume that beats applicant tracking systems (ATS) and highlights fund accounting expertise.

Top Financial Certifications That Increase Your Earning Potential
Learn which financial certifications can help you grow in fund management and investment roles.

Latest Accounting & Finance Jobs in Gauteng
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Employment Equity Commitment

Momentum Metropolitan Holdings is committed to Employment Equity, Diversity, and Inclusion. All appointments are made in alignment with the company’s equity goals. We strongly encourage people living with disabilities and individuals from underrepresented groups to apply.

Conclusion: Apply Today for a Rewarding Career in Fund and Investment Accounting

Don’t miss this opportunity to join a company that values integrity, accuracy, and innovation. If you’re passionate about fund and investment accounting, regulatory compliance, and financial reporting—this role will allow you to make a tangible impact while growing your career in one of South Africa’s top financial groups.

Apply today and take the next step toward becoming a Fund & Investment Accountant at Momentum Corporate, Sandton.