Meet the Interns
Internship
Zaina Wealth Management is a financial services firm operating in Western Cape and Gauteng. Speak to us about our sound investment strategies and advice.
Meet the Interns
The Zaina Wealth Management Internship Programme is aimed at the young and aspiring financial analyst. We invite qualifying students to apply for our Offshore Investment Analyst internship position. This role will require you to work on a 6-month part-time basis (16-24 hours per week) and will primarily involve offshore investment research. Amongst your tasks and responsibilities, you will be required to write formulized research reports on potential and existing investments, assist in asset and portfolio construction, take a lead role (under supervision) in the quarterly portfolio valuations, and contribute to meetings with asset managers and highly regarded portfolio consultants. This internship opportunity requires that you are passionate about investments. In that regard, you will be expected to take a proactive approach in forming and discussing your own opinion about certain investments and market trends. You will also need to be proficient in excel and word. Morningstar is a database that we use to retrieve all our investment risk and performance data. All though you will not be required to have proficiency on Morningstar when you arrive, the daily use of it should lend you to be proficient by the time you leave.
We look for candidates with:
- A strong academic record
- An undergraduate degree, honours, or master’s in business or finance
- Excellent writing skills
- A passion for investing. Having your own portfolio is not a requirement but it will bolster your application.
This position is based in our Cape Town office. To request if there is a vacancy please contact admin@zainainvest.com
I Developed My Own Opinion:
“It was strange for me to realize that before joining the Zaina Wealth Internship Programme that I actually hadn’t developed my own opinion towards investing. In both my undergrad and Honours years I had been taught to think a certain way in the sense that my world of knowledge was, in many respects, fairly static. By analyzing world class managers who each took their own approach to stylistic investing, I began to figure out what worked and what didn’t. I then began to resonate with certain qualities and approaches of asset management and learnt to take a non-binary approach to investing. The very nature of this environment tends to be dynamic and there is no better place to develop that sense of robust thought than at Zaina Wealth. “
Friendly and Supportive:
“Joining the workforce for the first time can be very daunting and I couldn’t be more grateful that my first office experience was here at Zaina Wealth. The overall environment was relaxed, friendly and supportive. It’s the kind of place where the company Director will share his muffin with you during a coffee break (true story!).”
Seeing the Whole Business
“The beauty of working at a place like this is that it is small but open. I had opportunities to meet with fund managers, portfolio construction consultants, and clients. In essence I was allowed to gain exposure to all corners of the company which truly helped give me perspective on how a business is actually managed. I learnt so much more in my 6 months at Zaina Wealth than I ever could of learnt in a classroom. “
Personal Approach
“Being able to learn directly from the company Director is just not something that you can experience at one of the larger corporates. That kind of mentoring is such a unique experience and I can only give it my highest recommendation.”
Mentor, Friend and Guider:
“I have only enjoyed working with at ZWM. Luciano has been my mentor, friend and guider. I have learnt to balance work and family whilst devoting time for everyone. Team managers have a talent to handle work pressure without letting it out on the team members and always encouraging staff and the interns. I have hardly known anyone with such great leadership quality.”
My Progression:
“I have now been at ZWM for 4 years – of which I hardly remember any day that I regret my stay here. I can’t wait to make use of my much-awaited opportunity, something of my field of experience, which I have been taught very well. I will always carry what I’ve learnt here onto my next chapter in life.”
Learning, learning, learning!
“I have learnt a lot from ZWM and my colleagues during my work here. It’s really nice to learn a lot of new things which would have not been possible without all their support. Learning new things will definitely add to my knowledge and profile. Not only professionally, but the overall friendly relationship has given me immense pleasure. I will always miss the morning chats and the daily office politics!”
— Qaqamba Biyo – Investment Administrator at Citadel Wealth Management
Flexibility:
“During my time at Zaina I was very fortunate to grow and learn about local and offshore investing. One of the more beneficial perks of interning at Zaina is that I was given the room to be able to achieve my academic goals and for that I am very thankful!”
Guidance & Support:
“Their guidance and support has prepared me well for the future and helped me develop the critical skills needed to succeed in the workplace. I can only hope that I will have the opportunity to work with Zaina in the future.”
— Luke Richardson – Manager Research Analyst at PPS Investments
A Great Experience:
“Working at Zaina Wealth Management was a great experience for someone like me who had never worked before. Luciano was very patient with me as I was adjusting from being a student to a full-time worker. He even advised me to write the RE exam which I passed with ease! I learned a lot of stuff there, not only from Luciano, but also from my other colleagues who I respected and admired.”
— Wongama Nongqunga – Bcom (Hons): Statistics (UCT)
“There are two things that I think are important for an internship. Firstly, it is to learn and develop skills in the workspace – especially for a new graduate without much work experience. Secondly, it is being able to transfer the knowledge learnt from class to practical scenarios and being able to make contributions to the business.”
“I was extremely lucky to have been able to learn so much about the domestic and offshore investment markets, which of course, can be very different from the books. During my internship, I got to learn how to use the Morningstar terminal which was great because ZWM kindly provided me free training from Morningstar to develop my skills. This is just one of many things I got to learn during my internship. In addition to that, sometimes there are random questions that popped up in my head, and Luciano always answered them patiently – he is very knowledgeable and is always willing to share what he knows. “
“During my internship, I had a lot of opportunities to make contribution to the business. Luciano was very open minded to new suggestions and new ways of doing things. He often worked with me to provide great support and suggestions to improve my ideas. Being able to give open and honest opinions about things without any signs of fear to speak up, and being appreciated and acknowledged for having new ideas, was an overall rewarding experience. “
“On top of what was mentioned, the entire working environment was professional and friendly. Sometimes I had some personal matters to attend. I could always negotiate the working time and Luciano gave me a lot of flexibility throughout my experience. “
— Sybil Wong – Current Offshore Investment Intern at ZWM