Fund Reporting Specialist at Coronation Fund Managers

Duties and Responsibilities    

• Coordinate, update, and proof collateral outputs, including Fund Fact Sheets, management packs, and roadshow storyboards.
• Analyze competitor landscape, focusing on fund disclosures, best practices, and performance reporting.
• Develop compliant collateral for new product launches.
• Address asset-side queries to support the Investment Specialist team.
• Stay informed on industry and competitor trends.
• Establish best practices and implement a robust QA process for collateral design and distribution.
• Ensure regulatory compliance and represent the company in ASISA working groups.
• Scope, track, and test tasks for strategic project support.
• Support the Head of Personal Investments and the Strategy Execution Manager.

Ideal Experience    

• 3+ years’ experience working in the asset management industry.
• Solid grasp of the regulatory environment governing collective investment schemes
• Experience working with fund data.

Ideal Qualifications    

• A completed Bachelor’s Degree in commerce or related fields is required
• Exceptional mathematical achievement in matric is required.
• Most Important Attribute    
• Attention to detail.
• A willingness to learn and be hands on
• Well organized
• Good at multi-tasking
• Technically proficient 
• Systems Knowledge    
• Highly proficient at Microsoft Excel
• Proficient at the Microsoft Office Suite of products including but not limited to Outlook, PowerPoint, MS Teams.
• Business Intelligence experience an advantage.

Closing Date    

• 2025/07/12