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Mbali Shongwe

@mbalishongwe

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I analyze investments, fund performance, and asset allocation to support portfolio decisions.

South Africa

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What I'm looking for

I'm looking to contribute to an investment, asset management, or financial services team while continuing to develop my expertise in investments, financial analysis, portfolio strategy, and data-driven decision-making.

I'm currently an Investments Intern at Momentum Investments, where I automate Excel-based reporting, analyze monthly fund performance, and support asset allocation decisions.

I assist with proposed trades using market conditions, valuation insights, and portfolio strategy. My work supports overweight and underweight positioning decisions while reducing manual reporting workload.

I'm completing a BCom Honours in Financial Management, building on a BCom in Investment Management and project experience in fundamental analysis, valuation, risk analysis, Python, and statistical modelling.

Experience

Work history, roles, and key accomplishments

Current

Investments Intern

Current

Momentum Investments

Oct 2025 - Present (11 months)

Automated Excel-based reporting processes, improving efficiency and reducing manual workload. Assisted in developing proposed trades based on market conditions, valuation insights, and portfolio strategy.

Excel Automation Asset Allocation Financial Analysis

University Projects

University of Pretoria

Feb 2023 - Nov 2024 (1 year 9 months)

Analyzed structural reforms and policies to combat unemployment in South Africa. Conducted fundamental analysis of listed South African firms, including valuation, risk analysis, and investment recommendations.

Python Data Wrangling Fundamental analysis Valuation Risk Analysis