Jobs at Coronation Fund Managers

Job Description    
Join the technology team of one of the leading asset managers in South Africa as an EDM Analyst Developer. You will be part of a dynamic team focused on delivering creative solutions within the company’s EDM/MDM solution.

If you consider yourself a passionate, out of the box thinker with a distinct ability to deliver quality solutions under pressure, this is the right opportunity for you!

We look forward to receiving your application.
Duties and Responsibilities    

•  Understand, define, and develop EDM solutions to satisfy project requirements and operational change requests
•  Analyze requirements and distil into technical specifications and artefacts
•  Break down, refine, and estimate individual work items / user stories from specifications
•  Critically review, debug, diagnose and fix / apply changes within the existing application
•  Apply EDM best practices and solutions
•  Liaise and engage with EDM managed services / professional services team where required

Ideal Experience    

•  2 – 4 years’ experience in a similar role is essential
•  Working experience on multiple EDM projects
•  Experience developing and supporting the IHS Markit platform
•  Knowledge of the institutional investments and financial domain with experience in implementing EDM practices within this environment
•  Portfolio and Trade management systems, InvestOne and Bloomberg AIM a distinct advantage
•  Experience with Markit EDM suite of products and components:

 Core Matcher

•  Data Constructor
•  Data Manager
•  Data Generator
•  Data Inspector
•  Data Matcher
•  Data Porter

 Experience with development, support and release of database driven software

•  Must have experience in creating, delivering, and supporting enterprise scale Azure data warehouse solutions across standard cloud platforms
•  Familiarity with an Agile development methodology
•  Strong MS SQL knowledge
•  Good understanding of the design and operation of distributed computer systems, computer networks and protocols

Ideal Qualifications    

• A completed Bachelor’s Degree majoring in the following fields is required - Accounting, Investment Management, Information Systems or Computer Science (strong Mathematical/Accounting background or subject knowledge an advantage)
• Most Important Attribute    
• Ability to effectively deliver quality solutions under pressure to strict deadlines, time management coupled with the ability to think out of the box.
• Systems Knowledge    
• Experience as per above.

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Job Description    

• To play a significant support role in the Global Institutional Business team, with a particular focus on data requirements. This is a highperformance team that is responsible for institutional client acquisition, servicing and retention in both the South African and International Markets.

Duties and Responsibilities    
Responsibility for the preparation, maintenance and reporting of the team’s data requirements including, but not limited to:

•  AUM and fund flows
•  Database requirements
•  Data requests for due diligence questionnaires, requests for proposals and new business tenders
•  Client surveys
•  Management and boardlevel reporting
•  Continually evaluate and enhance data integrity and data delivery processes
•  Manage adhoc information requests
•  Liaise with staff at various levels of the organization and from other departments to ensure high levels of client service and administration
•  Source information from various areas of the business, deal with senior managers for input and take ownership of accurate data delivery within stringent time constraints
•  Deal with all relevant business and product related data queries within the team
•  Drive data and process related projects within the team
•  Produce accurate, comprehensive and uptodate process documentation.

Ideal Experience    

•  5 years’ working experience in the financial services industry.
•  A minimum of 2 to 3 years’ experience in an analytical/quantitative role
•  Experience working within the asset management industry is preferred.

Ideal Qualifications    

•  Financial mathematics or statistical orientated qualification: BBusSci / BComm / BSc

Most Important Attribute    

Systems Knowledge    

•  Excellent Excel and Microsoft Office knowledge
•  Working knowledge of VBA and Microsoft SQL
•  Salesforce experience a distinct advantage

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Job Description    
We are looking for a data expert who is able to confidently move from architectural definition and technical guidance to hands-on implementation and troubleshooting.
Duties and Responsibilities    
Design, implement and future-proof data solutions to provide and guarantee accurate, consistent, timeous data to meet the business needs.

•  Provide architecture artefacts in accordance with business and project requirements
•  Conceptualize on-premise, cloud components, security, networking and monitoring solutions to meet the data needs.
•  Provide plans to migrate existing complex on-premises data solutions to cloud platforms when applicable
•  Identify and lead cross-functional team members, partner with your peers in the organisation and connect business objectives with technical vision.
•  Lead, manage and grow a team of data specialists viz. analysts, modelers, engineers
•  Assist to hire and mentor engineers, and build a high-performing team
•  Work on project management tasks associated with allocating resources and identifying risk items.
•  Plan to explore and grow new technology in support of future organisational direction.
•  Participate in the evolution and direction of the company’s data strategy.
•  Champion the adoption of industry best practices to push the development standards
•  Provide thought leadership, knowledge-sharing and advisory services

Ideal Experience    

•  Background in designing high availability, highly performant data solutions
•  Experience in improving performance and reliability of complex systems
•  Knowledge of the Asset Management industry

Ideal Qualifications    
BSc or MSc degree in Computer Science, Information Systems, or related field.

•  Microsoft-certified Azure Data Engineer Associate
•  Track record in building and running large scale systems professionally for 10+ years
•  Experience in communicating with and presenting to Senior stakeholders
•  A minimum of 5+ years of experience in a technical leadership role, leading teams that design, architect and implement complex data-centric systems
•  Minimum of 5 years’ experience with technology development and delivery, with particular focus on on-premise, cloud and/or hybrid data platforms.
•  Experience using services and components such as ADF, Synapse, Databricks, Compute, containers, integration, storage, web and DevOps
•  Possess a deep understanding of database systems (E.g. MySQL, MS SQL, non-relational DBs) including modeling, design, scalability, performance and high-availability, clustering
•  Proficient in UML, BPM, and the use of Architecture Design tools e.g. Sparx or similar experience using tools such as Lucid or Visio

Most Important Attribute    
A people leader who leads by technical example and has good management skills.
Systems Knowledge    

•  Microsoft SQL
•  Microsoft Azure
•  Other cloud storage platforms and services
•  Data analytics, business intelligence and reporting
•  Data ingestion and management processes
•  Understanding of security by design and principles for general security of applications, integration, networking and storage

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Job Description    

• Gain invaluable experience at one of the most successful and admired fund management companies in South Africa. As a Personal Investments Data Analyst, you will gain broad exposure to several key areas of the business. You will be one of a team of Analysts responsible for supporting the Personal Investments team. You will be required to apply your data analytical skills in producing market research reports and analysis of fund and client data. You will run projects of varying degrees of complexity, work within teams as you develop both your organizational skills and your understanding of the investments industry.

This role provides an excellent opportunity to gain experience in the asset management industry.
Duties and Responsibilities    

•  Provide support to the head of personal investments and the strategy execution manager.
•  Cleaning, transforming and modelling data from various sources
•  Extracting insights from data that support decision making
•  Develop an understanding and keep abreast of industry and competitor trends.
•  Conduct varied analysis of the competitor landscape; including competing funds, pricing models, performance and tactical changes by competitors.
•  Assist in the design of reports, co-ordinate and qualify the accuracy and disseminate to internal stakeholders.
•  Co-ordinating, updating and proofing monthly, quarterly and annual collateral outputs for Personal Investments.
•  Engage in strategic project support activities such as scoping, recording and tracking project tasks and end user testing.
•  Support with escalations and investigations in client and account manager queries.

Ideal Experience    

•  Understanding of the financial services industry
•  Data Science experience and/or qualifications
•  Analytical/quantitative/IS background

Ideal Qualifications    

•  Systems or Commerce or related qualification
•  Numerical subjects

Most Important Attribute    
Attention to detail, a willingness to learn and be hands on, well organized and good at multi-tasking.
Systems Knowledge    

•  MSOffice – Advanced Excel
•  Advanced experience with BI tools (PowerBI/Spotfire, or something similar)
•  PowerPoint experience an advantage

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Job Description    
This job’s main focus is to assist Portfolio Managers in executing their investment strategies. This position has diverse responsibilities covering both the investment and operational spheres of the business. It contributes to the business by enhancing the Portfolio Manager’s understanding of the impact of certain investment decisions, while also actively managing compliance within a diverse range of investment mandates. Daily duties and responsibilities go hand in hand with managing operational risk in the business.
Duties and Responsibilities    
Implementation:
1. Portfolio modelling across all Asset classes (Local and International)
2. Implementing portfolio trades with regards to cash flows, portfolio take-on or transitions
3. Implementing changes in asset allocation across various portfolios
4. Order calculation and implementation involving continuous communication with the portfolio managers
5. Daily Portfolio reporting – morning exposure reports
6. Daily Pre and Post Trade compliance mandate monitoring, (being familiar with fund mandates and knowing what investments are suitable and which aren’t, before trading takes place.)
7. Monitoring of portfolio exposures and trades
8. Portfolio checking and performance monitoring
9. Instrument queries on all Asset classes
10. Monitoring of unit trust and instrument pricing
Ad hoc queries, tasks, etc.
Ideal Experience    
1. Regulatory Requirements: Reg28, Reg29/30,UCITS, CISCA, ERISA, SEC, FSA
2. 1-3 years’ experience on a multi asset class trading desk
3. Operational experience in all Asset classes across Global Markets.
4. International administration and understanding would be an advantage
Ideal Qualifications    
1. Commerce or related financial qualification
2. Numerical subjects of critical importance – accounts, maths or stats
3. Business Science Finance or quantitative management or BComm with accounts, stats and finance
4. CFA L1
Most Important Attribute    
1. Passion and energy and a keenness to learn and develop
2. Ability to be highly accurate whilst working under pressure
3. Resilience
Systems Knowledge    
1. MSOffice with advanced Excel
2. Reuters, Inet or Bloomberg an advantage
3. Knowledge of Portfolio Management Systems
4. VBA an added advantage

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Job Description    
This is a fantastic opportunity for an accounting graduate with a ‘can do’ attitude who delivers beyond what is expected of them and is very keen to get well rounded exposure to the client reporting section of our business. If you are super organized, thrive on providing customers with unparalleled service and are willing to learn, we would love to hear from you.

Our environment encourages collaboration, mentorship and ownership amongst other attributes that makes our culture strong and our business what it is. Be part of our dynamic team, where the work is to provide excellent service and deliver effectively to the needs of Coronation’s large institutional clients, and your ideas on how to improve our service to clients are always valued.
Duties and Responsibilities    

•  Building up and maintenance of internal relationships with the segregated team, especially in the sub team that you have been assigned to, to ensure an efficient and optimal working environment.
•  Building up and maintenance of internal relationships with the New Business team, Portfolio Managers, Middle Office Teams and any other related parties to ensure an efficient and optimal working environment.
•  Building up and maintenance of external relationships with any third-party provider, administrator or consultant to ensure an efficient and optimal working environment.
•  Checking, preparation and sending of all monthly reporting pertaining to your set of funds as defined per SLA. Making sure that these are always accurate and complete and dealing promptly with any queries relating to these.
•  Checking, preparation and sending of all quarterly reporting pertaining to your set of funds as defined per SLA. Making sure that these are always accurate and complete and dealing promptly with any queries relating to these.
•  Checking, preparation and sending of all daily and weekly reporting pertaining to your set of funds as defined per SLA. Making sure that these are always accurate and complete and dealing promptly with any queries relating to these.
•  Being responsible for the monitoring of all reconciliations (bank and scrip and call) and the following up on outstanding issues to ensure that all issues identified are resolved promptly. This will include completion of the necessary audit packs for signature within the required deadlines.
•  Calculation and verification of Management fees inclusive of understanding and completing all processes relating to EPPIC, CoroPortal Fee Tool, Invoicing to clients, manual fee calculation, amendment spreadsheets and templates.
•  Calculation and verification of Local Fee Rebates fees inclusive of understanding and completing all processes relating to Rebate Instructions, Set up to TA, CoroPortal Fee Tool, Invoicing to clients, manual calculations, amendment spreadsheets and templates.
•  Calculation and verification of International Fee Rebates fees inclusive of understanding and completing all processes relating to Rebate Instructions, Set up to TA, CoroPortal Fee Tool, Invoicing to clients, manual calculations and amendment spreadsheets and templates
•  Maintenance and review of all procedure documentation pertaining to your set of funds as well as any allocated section assigned to you within the bigger segregated team.
•  Attending Industry Training Courses to gain the required skills sets.
•  Monitoring of segregated Unit Trust and Unitized portfolios - gaining an understanding of how these funds work and how to perform the necessary checks and recons to make sure that they are correct. Understanding the processes around these and how they differ from normal segregated funds.
•  Training and gaining an in-depth understanding of the requirements around Reg 28 and 30 reporting and understanding the processes, checks and controls relating to these.

At the end of this internship you will have gained the necessary skillset to be competent at all these tasks.
Ideal Experience    
This is a graduate position.
Ideal Qualifications    

•  A commerce degree majoring in Accounting.

Most Important Attribute    

•  Team player
•  Highly accurate
•  Strong attention to detail
•  Organized and efficient
•  Professional communication skills
•  Accountability
•  Open and approachable
•  Analytical
•  Proactive
•  Passionate about service excellence
•  Able to work under pressure
•  Discretion
•  Natural problem solver

Systems Knowledge    

•  MS Office – Outlook, Word and Excel.

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Job Description    

• An exciting opportunity for a quantitative graduate to join a leading asset manager. Coronation, in Claremont, Cape town is looking for a Performance Analyst intern to support the Investment Risk and Performance team in providing the business with accurate performance and risk, and attribution calculations.

Duties and Responsibilities    

•  Full involvement in the performance cycle
•  Responsible for daily and monthly performance procedure
•  Ad hoc performance queries
•  Ex-post performance and risk analysis
•  Compiling and evaluating performance data for business pitches
•  Responsible for the performance data sign off process
•  Maintenance of performance databases
•  Maintenance of performance systems

Ideal Experience    

•  Understanding of operational work-flow, performance and attribution methodologies and portfolio risk statistics.
•  An excellent understanding of investment strategies, financial instruments, and markets.
•  Understanding of detailed investment data sets and fund accounting data

Ideal Qualifications    

•  Financial mathematics or statistical orientation
•  BBusSci/ BComm (Actuarial, Quantitative Management)
•  BSc (Maths, Statistics)

Most Important Attribute    

•  Responsible
•  Diligent
•  Strong communication skills
•  Team player
•  Willingness to learn
•  STRONG attention to detail
•  Pride in accuracy
•  Ability to multitask and prioritise
•  Deadline orientation

Systems Knowledge    

•  Good systems knowledge and skills required
•  Excel essential
•  Statpro (Performance & Attribution, Interactive) an advantage
•  Morningstar Direct, INet an advantage
•  SQL knowledge an advantage