Job Vacancies at Coronation Fund Managers

Position: Performance Analyst
Salary range: Negotiable
Reporting to: Keshni Pillay, Manager: Investment Risk and Performance
Business Unit: Investment Risk and Performance
Management responsibility: None
 

JOB SPECIFICATION
Job description:

To support the Investment and Business development teams with accurate performance and risk and attribution calculations.
Ideal qualifications:

•  Full involvement in the performance cycle
•  Responsible for daily and monthly performance procedure
•  Continuously evaluating and enhancing performance function
•  Ad hoc quantitative / risk-return queries
•  Ex-post risk analysis
•  Compiling and evaluating performance data for business pitches 

Closing Date:    2020/06/04

go to method of application »

Position: Financial Writer
Salary range: Negotiable
Ideal start date: As soon as possible
Reporting to: Communications Manager
Business Unit: Marketing
Management responsibility: None
 

JOB SPECIFICATION
If you love writing and editing and are keen to kickstart your career in the asset management industry, please apply
for our Financial Writer role. You will work closely and collaboratively with the marketing manager, media relations
officer and HOM in the creation of Coronation communications. The individual will be an active and participative
member of the marketing team.
 

Key outputs and responsibilities
The Financial Writer will report to the Head of Marketing, but also work closely and collaboratively with the marketing manager, communications specialist and media relations  officer in the creation of Coronation communications. The individual will be an active and
participative member of the marketing team.

• Content generation, editing and copywriting as and when required including:
• Client communications for both the Institutional and Personal Investments business
• units
• Client letters for the above business units including those generated and required by
• the client servicing area
• Copywriting of invitations including client presentations, conferences and staff events
• Proofreading and editing monthly and quarterly client communications
• Creation and editing of brochureware as required and briefed by the respective business
• units
• Participation in the development of an annual communications strategy and quarterly plan
• to guide Coronation’s positioning, and to ensure that the business has a leading share of
• voice within its target markets across all editorial channels (television, print, online and
• radio)
• Collaborate in identifying newsworthy content and writing/editing of the copy for submission to the media
• Assist with monitoring media across all channels, and the creation of internal media reports
• Actively scanning the competitor landscape
• Assist in the production of the integrated annual report

Closing Date:    2020/06/30

go to method of application »

Position: Validations Team Leader (Personal Investments)
Salary range: Negotiable depending on experience
Reporting to: Client Services Manager
Business Unit: Client Service
Management responsibility: Yes

Please note that preference will be given to candidates from designated groups.
 

JOB SPECIFICATION
Core Focus of this Role:
The successful candidate will lead the validations team who are responsible for checking client/adviser instructions, contacting client/advisers for outstanding documentation and then submitting the instructions for processing. These instructions cover all of Coronation’s Personal Investment products:

•  local unit trust, tax-free unit trust, offshore unit trust,
•  endowment, living annuity, retirement annuity & preservation retirement funds.

The role requires a passion for exceptional service delivery, a strong sense of ownership and responsibility for service exceptions and a solid understanding of the client and financial impacts of administration failures.
The team leader carries the responsibility of embedding processes and controls across the client service & validations teams to ensure mitigation of identified risks and the measurement of the effectiveness of those controls.
 

Details of the Role:
Main duties and responsibilities:

 People management:

• Leading a team of 18 staff members, ranging from newly qualified graduates to senior/experienced team members.
• Manage staff resource allocation, rotation and backup.
• Bi-annual performance appraisals and setting of objectives for individual team members’ development.
• Recruit appropriate candidates to fill team member vacancies.
• Deputize for the Client Services Manager and/or Client Services
• Team Leader where necessary.

Client facing/relationship management:

•  Handle escalations of existing client/adviser queries as far as validation process is concerned.
•  Manage the day to day relationship with Coronation’s outsourced administrator (Intembeko) and their resultant outputs.

 Technical knowledge:

•  Ensure Coronation’s products and related processes comply with the relevant legislation: CISCA, Long-term Insurance Act, Pension Fund Act, FAIS, Income Tax Act and FATCA/CRS.

 Process and controls:

• Implementation, maintenance and continual improvement of processes, controls and service level delivery.
• Maintain process documentation and individual/team training where necessary.
• Authorize backdated, high risk, s14 & s37 forms, and/or subjective transactions.
• Investigate suspicious transactions and suggest process improvements to reduce fraud risk.
• Monitor and identify enhancements to transactional forms and on boarding channels.
• Provision of management reporting and statistics.
   

 Other:

•  Ad hoc project involvement with regard to testing and upgrading of internal systems.

Person Specification:
Ideal experience (all of the following will be considered):

• At least 5 years’ experience in Unit Trust, LISP and/or retirement & life product administration experience.
• Managing of workflow and document storage applications.
• Day to day leading a team of between 8 and 20 people.

Ideal qualifications:

• A completed Bachelor’s Degree (strong in Investment Management subjects/knowledge an advantage)

Competencies and ideal personality attributes:

•  Proven leadership skills
•  Keen attention to detail, passionate about exceptional client services
•  Proactive, a sense of urgency and outcomes driven
•  Professional, with excellent communication and stakeholder management skills
•  Must be a self-starter, who thrives in a flat structure within a small team
•  Must have a passion for financial markets and an interest in the broad investments industry.
•  Unquestionable integrity

Systems Knowledge: Essential:

•  MS Office; Excel

 Desirable:

•  Flexcube/Silica or similar unit register system
•  Bizagi or similar workflow and document storage system
•  Salesforce or similar CRM application

Closing Date:    2020/04/13