Active Jobs at Coronation Fund Managers

Job Description    

• The Receptionist plays a crucial frontline role, fielding telephone calls, receiving visitors, and creating a welcoming and organized environment for all guests and clients.
• This role is responsible for ensuring smooth front desk operations, managing inquiries professionally, and providing administrative support to the office.
• As the first point of contact, the Receptionist contributes to the company’s purpose of delivering long-term service and investment excellence to clients by maintaining a professional and efficient reception environment.

Duties and Responsibilities    

• Greet and assist visitors and clients.
• Operate the switchboard and redirect calls.
• Liaise with security, manage parking, and escort visitors.
• Maintain a clean and welcoming reception area.
• Manage meeting room bookings and operations.
• Handle mail, couriers, and deliveries.
• Oversee stationery and first aid supplies.
• Perform general administrative tasks.
• Provide excellent service and resolve inquiries timely.

Ideal Experience    

• 4+ years’ experience in a client service oriented role
• PABX would be an advantage
• Hospitality or corporate working experience will be an advantage

Ideal Qualifications    

• A completed Matric
• Post matric qualifications would be an advantage
• Most Important Attribute    
• Integrity
• Client service oriented
• Kind and compassionate
• Intuitive
• Team player
• Systems Knowledge    
• Proficient in using email, booking systems, and the Microsoft Office Suite (Word, Excel, Outlook, etc.) to perform daily tasks efficiently
• PABX telephone system

Closing Date    

• 2025/07/31

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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

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Job Description    

• Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers.

Duties and Responsibilities    

• Client visits and virtual interactions including presentations to groups of clients and broker networks sometimes accompanied by an investment portfolio manager – servicing a client base situated in Johannesburg as well as outlying areas within Gauteng (East Rand, West Rand, Vaal Triangle etc)
• Preparation of regular communication to clients including reporting and explanation of performance.
• Growing assets from existing clients and identifying new avenues for business for CFM.
• Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
• Pro-actively analyze client's business to determine suitability of Coronation funds for their requirements.
• Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
• Maintain and constantly update client database through effective use of MIS system.

Ideal Experience    

• Minimum 6-8 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.

Ideal Qualifications    

• Related tertiary qualification(s) - commerce or legal qualification essential.
• CFP an advantage – required if candidate is appointed.
• Strong presentation skills – ability to present to IFA’s as well as end investors.
• Good negotiating skills.
• Be able to build and manage business relationships with clients.
• Ability to network effectively.
• Ability to service Afrikaans speaking IFA’s and clients.
• Most Important Attribute    
• Ability to establish and maintain profitable relationships with clients.
• Systems Knowledge    
• MSOffice.
• Virtual communications platforms (MSTeams and Zoom an advantage).
• Client databases experience an advantage.

Closing Date    

• 2025/08/31

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Job Description    

• Coronation is seeking a dynamic and detail-oriented Investment Communications and Marketing Specialist to drive the creation of high-quality investment content across publications, events, and digital platforms.
• If you thrive in a fast-paced environment and have a passion for content editing and management, project coordination, and stakeholder collaboration, this role could be for you.

Duties and Responsibilities    

Project & Content Management:

• Develop and manage project plans and timelines for major publications, coordinating inputs from internal contributors and creative teams.
• Oversee the end-to-end publication process, including content creation, design, proofreading, and digital publishing.
• Liaise with internal stakeholders, designers, photographers, and videographers to ensure timely, high-quality, and on-brand execution.

Content Development & Editing

• Rewrite and structure complex material (e.g., case studies, articles, ESG content) to improve clarity, tone, and overall impact.
• Brief and support internal contributors throughout the drafting process to ensure content is engaging and aligned with messaging goals.
• Write, edit, and refine copy for various platforms, including websites, newsletters, client events, social media channels, and industry publications.

Event & Media Support:

• Assist with content development and creative coordination for events, including agendas, invites, speaker support, social media posts, and post-event highlights such as videos and articles.
• Support video and podcast recordings by guiding tone, structure, and flow to ensure clarity and audience engagement.
• Write or edit scripts, questions and spoken content for podcasts, investment games, and other recorded materials.

Digital & Social Media Coordination:

• Source and prepare content for digital platforms including LinkedIn, Instagram, and websites.
• Adapt copy to suit platform-specific tone, format, and layout requirements.
• Liaise with internal stakeholders to coordinate homepage updates, social media visuals, and campaign scheduling.

Reporting & Metrics:

• Track the performance of thought-leadership content, podcasts, and social media posts.
• Coordinate with internal teams and service providers to review survey data, compile event feedback, and assess campaign effectiveness.

Other:

• Liaise with internal teams to stay informed on relevant developments and identify content needs and opportunities.
• Manage award submissions, surveys, advert placements, and media opportunities.
• Coordinate the content and design of greeting cards and other creative projects in collaboration with internal stakeholders.

Ideal Experience    

• 5+ years in communications, marketing, or project management, ideally within financial services, investments, or a related field.
• Proven track record of writing and editing technical content (e.g., case studies, financial reports) and managing events or content campaigns.

Ideal Qualifications    

• Exceptional writing and editing skills, with the ability to translate complex ideas into accessible, engaging content for diverse audiences.
• Strong project management and organizational skills; comfortable juggling multiple deadlines and stakeholders.
• Proficient in content design processes (e.g., briefing designers, reviewing layouts) and digital tools (e.g., website CMS, social media platforms).
• Collaborative and proactive, with experience working across teams and managing external vendors.

Nice-to-have:

• Experience with video/audio editing or event production.
• Knowledge of South African financial markets.
• Most Important Attribute    
• Detail-oriented with a keen eye for quality and consistency.
• Pro-active, self-starter with a strong work ethic.
• Team player, willing to contribute beyond the core responsibilities of the role.
• Creative yet pragmatic - able to balance storytelling with deadlines.
• Confident communicator, comfortable engaging with senior leaders, analysts, and external partners.
• An understanding of financial markets is important.
• Adaptable and calm under pressure, thriving in a dynamic, deadline-driven environment.
• Systems Knowledge    
• Microsoft Office Suite

Closing Date    

• 2025/07/31

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Job Description    

• To play a significant support role within the Global Institutional Business team.
• This is a high-performance team that is the client face (both on a client acquisition, client service and retention basis) for institutional clients of Coronation in both the South African and International Markets.

Duties and Responsibilities    

• To be a full in-house support and back-up for the Client Service Fund Managers (FM). This includes:
• Taking key responsibility for assigned clients alongside the FM. This requires that the incumbent is able to report on all current matters pertaining to a particular assigned client and build strong client relationships so that clients feel comfortable dealing directly with the incumbent when the FM is not available.
• Work closely with the FM and the dedicated Client Relationship Manager (CRM) to ensure all queries and issues around the client and products are dealt with efficiently and professionally.
• Liaise with staff at various levels of the organization and from other departments to ensure high levels of client service and administration
• Client Surveys, Due Diligence Questionnaires, tenders, maintenance of the DDQ database of questions/responses:
• Take responsibility for the initial completion of these documents, to be reviewed by FMs. The process includes sourcing information from various areas of the business, dealing with senior managers for input and ensuring all reviews are completed timeously
• Taking ownership for the submission and delivery accurately and within stringent time constraints
• Ensure that the Due Diligence Database of answers to questions is updated and is maintained at all times.
• To be responsible for the input and maintenance of all external client / consultant databases, both local and international. These databases are the most critical interface Coronation has to clients/consultants globally (of equal importance to performance) and hence need to be accurate and updated regularly
• Collate and take responsibility for maintaining accuracy and quality of all other client-related collateral, strategy fact sheets, client queries, Salesforce updates, meeting minutes, process documents/manuals etc.
• Assist with the preparation of legal documents relating to clients and ensure accurately captured, stored, maintained and scanned
• Deal with all other business and product related queries within the team
• Ensure the CRM system (Salesforce) is up to date and accurate for funds that the incumbent is allocated as the CA
• Take responsibility for ad-hoc projects as assigned with pride and diligence
• Ensure all process documents are kept up to date and enhanced where possible
• Assist with client communication distributions via Salesforce Marketing Cloud, including contact list generation and distribution, as and when required
• Provide training and mentoring to new starters and junior team members
• Assist with general tasks in the area as and when required
• Act with integrity and professionalism at all times and uphold the Coronation culture and values

Ideal Experience    

• Asset management experience (preferred)
• Database management and advanced Excel skills
• Analytical/quantitative experience
• 5 Years working experience in finance/asset management.

Ideal Qualifications    

• Commerce or related qualification – B Comm, B Bus Sci, CA (Numerical subjects)
• Most Important Attribute    
• Must possess an ownership mentality and a willingness to take responsibility for tasks through to completion.
• Attention to detail, goal orientated and a willingness to learn and be hands on,
• Highly organized, good at multi-tasking and able to deal with people at all levels

Systems Knowledge    

• Microsoft Office Suite

Closing Date    

• 2025/07/31

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Job Description    

• Coronation is searching for a Credit Analyst to support the credit function process for fixed income products and analysis of credit as an asset class, while also contributing to Fixed Income research and the management of Fixed Income portfolios.

Duties and Responsibilities    

• Liaise with arrangers, issuers and ratings agencies on upcoming and existing bond issuances.
• Investigate new entrants to the bond market and conduct research on similar organisations globally if necessary.
• Investigate creditworthiness of banks and other lenders, corporate and government-related issuers.
• Analysing financial statements to assess the creditworthiness of the entity
• Advise on appropriate through-the-cycle pricing for new and currently held instruments on a total return basis.
• Analysing legal documentation relating to bond issues and if required, following up with internal legal counsel.
• Reporting to internal credit committee on credit exposures and developments.
• Assisting other members of the credit team with operational tasks and analysis.
• Contribute to investment decisions made by the team
• Analyse and understand economic cycles and interpret economic variables.
• Valuation and dealing in fixed income assets.
• Perform quantitative analysis on various assets and markets.
• Analyse yield curves and calculate break-even levels.

Ideal Experience    

• Credit analysis
• Strong accounting experience – articles
• Experience in presenting themselves articulately
• Experience within the debt investing environment
• Exposure to financial markets
• Experience requiring a strong attention to detail
• Investigative work experience

Ideal Qualifications    

• Chartered Accountant
• BCom Accounts
• Business Science – finance, economics, actuarial, quantitative management
• Chartered Financial Analyst
• Most Important Attribute    
• Smart, insightful, passionate about markets, self-starter.
• Must be willing to travel around the country to meet with issuers if necessary.

Systems Knowledge    

• Excel, Bloomberg

Closing Date    

• 2025/09/30

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Job Description    

• Coronation Fund Managers, Claremont, Cape Town is looking for a Presentation Coordinator to join its Institutional Business team and take full responsibility for the preparation of all internal and external PowerPoint presentations for the business.
• The ideal individual will be creative, have strong attention to detail and be able to work with different teams in the business to help them create presentations which would effectively communicate their content to various audiences.
• Ownership for the preparation of all internal and external PowerPoint presentations for Coronation Fund Managers (CFM).
• The role sits within the Institutional Business team.
• The Institutional Business team is a high-performance team that is the client face for institutional clients of Coronation in both South African and International Markets.

Duties and Responsibilities    

• To prepare, coordinate and taking ownership of the accurate and timeous completion of all presentations for CFM including the following:
• New business slide packs
• Reportback presentations
• Due Diligence slide pack
• Quarterly Board Meeting slides
• Economic slides – update weekly/quarterly
• Weekly management information slides
• To communicate and liaise with internal and external parties across all levels of the organisation to obtain updated information for the presentations. This includes liaising with senior management, portfolio managers and client service fund managers to review the presentations before returning to clients within the expected deadlines.

Take ownership for:

• the organisation and setup of any equipment required for the delivery of presentations.
• the printing of presentation handouts/hard copies
• transferring presentations onto laptop and/or USB
• Convert slide packs into pdf format for distribution, when necessary
• Assist with ad hoc issues pertaining to collation and printing of slides/handouts and/or any third-party information.
• To ensure that up to date, master slide packs are updated and maintained.
• Monitor agreed timelines and internal Service Level Agreements with the Personal Assistants across the business to ensure presentations are always completed timeously without undue pressure being placed on reviewers.
• Provide ad hoc support to the Institutional Business Team when required to assist with ad hoc administrative tasks.

Ideal Experience    

• Proven experience in PowerPoint slide preparation.
• Experience within an asset management or financial services environment. 

Ideal Qualifications    

• Marketing or graphic design qualification
• National senior certificate, Grade 12/Matric
• Most Important Attribute    
• Ability to work accurately under pressure and to manage the coordination of information from different sources within required turnaround times.
• Attention to detail, goal orientated and a willingness to learn.
• Must possess an ownership mentality and a willingness to take responsibility for tasks through to completion.

Systems Knowledge    

• Expert PowerPoint and Excel skills
• Microsoft Office Suite – Advanced Outlook, Excel, and Word

Closing Date    

• 2025/07/31

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Job Description    

• The Financial Director (FD) is expected to be hands-on and take overall control and responsibility for all financial related aspects of the company, including managing the finance team, financial reporting and analysis.
• In addition, the FD also serves as the functional reporting line to the internal audit and company secretary functions.
• The FD also has oversight over integrated reporting, ESG and sustainability reporting as it relates to the Group.

Duties and Responsibilities    

• Form a close working relationship with the CEO, senior executives, the finance team and non-executive directors
• Manage the company’s accounting function & financial performance, including cost controls and corporate budgeting processes
• Understand key drivers and contribute to the development of company strategy across all areas of the business
• Providing financial analysis and guidance on all activities, plans, targets, and business drivers
• Ensure that company financial systems are robust, compliant and support current activities and future growth
• Take ultimate responsibility for the company cash and capital management
• Participate in investor relations activities
• Oversee company secretarial function, internal audit and manage relationships with third parties including the auditors
• Ensure that the regulatory, including corporate tax requirements of all statutory bodies are met
• Ad hoc projects

Ideal Experience    

• A minimum of 10 years’ financial management experience overseeing the finance function
• A minimum of 5 years’ experience serving on a Board
• A minimum of 5 years’ of successful people management

Ideal Qualifications    

• Qualified Chartered Accountant
• Most Important Attribute    
• Meet the requirement for a commercially astute, articulate, technically strong, dynamic, insightful and influential leader with the ability to operate at both strategic and operational levels

Systems Knowledge    

• Strong IT skills, always being ahead of new technologies
• SAGE Intacct experience would be advantageous

Closing Date    

• 2025/09/30