Jobs at Coronation Fund Managers

Job Description    

• To reliably and accurately organize and support the Global Head of Institutional Business, the Institutional Client Service Fund Managers and the wider team.
• The Institutional Business team (CIB) is a high-performance team that is the client face for institutional clients of Coronation in both the South Africa and International Markets.

Duties and Responsibilities    

•  Provide full support to the Global Head of Institutional Business including, but not limited to:
•  Extensive diary management and calendar bookings
•  Travel arrangement of domestic and international travel, accommodation and visas
•  Keep track of deadlines and respond to emails timeously
•  Arrange meetings, including video, MS Teams, Zoom, Skype and conference calls, and manage all boardroom bookings, venue and catering arrangements
•  Telephone screening and messaging
•  Process reimbursement forms and perform expense reconciliations
•  Assist with ad hoc administrative tasks
•  Ad hoc personal tasks
•  Provide full administrative support to client service fund managers in and out of office (as detailed above)
•  Organise and coordinate team events (as detailed above)
•  Keep the CRM contact database (Salesforce) up-to-date
•  Maintain synchronized filing, both business and personal
•  Prepare agendas, reports, presentations, minutes etc.
•  Prepare monthly team interaction stats needed for management report
•  Collate and manage online submission and approval of leave requests.
•  Manage new starter and exit forms for staff joining/leaving.
•  Manage and submit invoices and keep track of payments
•  General office management including ordering stationery & other office supplies
•  Assist with the team inbox management and answering of client queries
•  Develop relationships with key business partners and other stakeholders
•  Back-up to the other PAs in the team
•  Assist with general administration tasks and projects in the area, as and when required
•  Act with integrity and professionalism at all times and uphold the Coronation culture and values

Ideal Experience    

•  Proven experience as a Personal Assistant, preferably in the Financial Services industry

Ideal Qualifications    

•  Grade 12
•  Secretarial Diploma
•  Commerce Qualification or part thereof would be an advantage

Most Important Attribute    

•  Highly organized and efficient
•  Trustworthy with a high level of integrity
•  An ability to work under pressure in fast moving environment
•  Proactive and able to use initiative
•  Works well in a team
•  Mature, confident, responsible and accountable individual

Systems Knowledge    

•  Proficient in Microsoft Outlook, Word, Excel, and PowerPoint

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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 high-performance 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 board-level reporting
> Continually evaluate and enhance data integrity and data delivery processes
> Manage ad-hoc 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 up-to-date 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    

• This is an NQF 5 learnership and on completion the successful incumbent would have completed a Higher Certificate in Management (HCM) through Milpark Education. The work component of this learnership involves the reliable and accurate support of the Talent Management (TM) team (5 individuals) through efficient and effective administration of all HR processes.

Duties and Responsibilities    

•  Support and assist with all HR administration for recruitment and training processes
•  Ensure accurate and up to date employee data and files, whether manual or electronic.
•  Accurate capturing of all TM related data.
•  Processing of all TM invoices and ensuring that records are maintained and filed correctly
•  Capturing and maintenance of training data
•  Capturing and maintenance of CV data
•  Maintenance of the Talent Management files, records, documents on the intranet
•  Maintenance of the Learning and Development files, records, documents on the intranet
•  Coordinate training requirements for all employees
•  Maintenance and update the TM calendar
•  Support the TM team with any ad hoc administrative tasks.

Ideal Experience    

•  Prior experience is not essential, but any administrative experience would be beneficial

Ideal Qualifications    

•  Grade 12 or a 3-year undergraduate degree

Most Important Attribute    

•  Integrity and discretion
•  Strong organisational and coordination skills
•  High attention to detail
•  Effective time management
•  Commitment to service excellence
•  Team player
•  Strong communication skills
•  Resourceful and proactive
•  Responsible
•  Committed
•  Willingness to learn

Systems Knowledge    

•  Competent in MSOffice – Word, Excel, PowerPoint, Outlook

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Job Description    

Start your career with one of the leading Asset Management firms in 2022!

Coronation is looking for graduates who are hungry to learn with a natural ability of providing exceptional service to clients and the keenness to explore a career in personal investments.

Our 23-months internship opportunities offer solid learning prospects as well as support for furthering your educational goals. On top of a competitive starting salary, you will also be supported by various experienced mentors and peers throughout your development journey with us.

The successful graduates will be placed in either of the following contact centre units:

•  Client Services (see description of duties below)
•  Validations (see description of duties below)

Duties and Responsibilities    
Client Services:

•  Handle incoming calls and/or emails
•  Handle unit trust, retirement, and life product queries
•  Liaise with clients re investment options and product information (Walk-in clients)
•  Deal with adviser queries
•  Deal with Link Investment Service Provider queries via email
•  Meet team service level targets and call/email handling quotas
•  Follow up on returned e-mails and post to maintain accurate client data records
•  Maintenance of relationships and commission arrangements with advisers
•  Maintenance of documentation iro Anti Money Laundering legislation and other static client data as required from time to time
•  Deal with Third Party Administrator to resolve client queries
•  Handle complaints, provide appropriate solutions and alternatives within the time limits and follow- up to ensure resolution
•  Support clients in the Coronation Online Services secure environment
•  Update information on our CRM system
•  Recognize service delivery failures and log errors with the correct parties
•  General query resolution
•  Navigate the workflow system

Validations:

•  Validation for retirement, local and foreign unit trust products
•  Advisor application processing for both retirement and unit trust products
•  Ensure that each broker is licensed to sell our products
•  Telephonic confirmation with clients of certain transactions
•  Management of documentation iro FICA & FAIS legislation and other static client data
•  Ensure our client and intermediaries comply with FICA and FAIS at all times
•  Management of internal relationships to ensure prompt client response
•  Constant liaising with administrator/admin support and internal client service consultants
•  Ensure clients investments are processed timeously and correctly
•  Follow up on outstanding requirements from clients and intermediaries
•  Ensure our Retirement clients comply with the Regulation 28
•  Manage the workflow system and update client information on the CRM system
•  Responsible to ensure that all client documentation is stored electronically
•  Coordination of Section 14 and Section 37 transfers
•  Follow up with all pending cases
•  General query resolution

Ideal Experience    
 This is a graduate opportunity.
Ideal Qualifications    

•  A completed Bachelor’s Degree in accounting, finance, business science, economics, law, investment management or related fields.

Most Important Attribute    

•  Client centric
•  Hungry to learn
•  Natural problem solver
•  Good communication skills
•  Responsible and accountable
•  Passionate about investments
•  Accuracy and attention to detail
•  Flexible with an “I can” mentality
•  Able to work independently as well as part of a team

Systems Knowledge    

•  MS Office – Outlook, Excel and Word
•  Knowledge of the Salesforce system would be an 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    

• Coronation is looking for a dynamic database administrator (DBA) who will be responsible for the performance, integrity and security of our databases. The person will also be involved in the planning and development of the databases as well as troubleshooting issues, managing networking and infrastructure, and working with automation and scripting.

Duties and Responsibilities    
Database:

Installation, Maintenance, Upgrades, License, Vendor Relation:

•  Installing and upgrading the database server and application tools through SDLC Environments.
•  Ensuring compliance with database vendor license agreement.
•  Contacting database vendor for technical support. Monitoring, Alerting, Optimizing, Capacity Planning:
•  Daily database health checks (free space, performance, event logs, etc.)
•  Perform database monitoring, optimizing, trend analysis and advising on long-term capacity plans.
•  Allocating system storage and planning future storage requirements for the database system
•  Establish standards, best practices, policies, and procedures for database administration and maintenance

Access, Security Management:

•  Plan, control and monitor access to the database.
•  Implement advanced database security features
•  Audit and report on database activity to ensure integrity and performance of the database

Database Environment Transition Management:

•  Establish standards, best practises, policies, and procedures for database transition management
•  Change management
•  Transition planning and support
•  Release and deployment management
•  Transition validation and testing Continuity and Availability Management:
•  Establish backup/recovery strategies.
•  Establish high availability strategies.
•  Implement and monitor backup/recovery and high availability solutions.
•  Workload balancing, data replication and archiving. Operations:
•  Creation and setup of daily, weekly and monthly management reports.
•  Environment synchronization through SDLC Environments.
•  Perform daily, weekly, and monthly database maintenance tasks.

3rd Party:

•  Prototyping and evaluation of 3rd party software.
•  Installation and maintenance of 3rd party software on servers (i.e. Applications Manager - ManageEngine, ActiveBatch, Service desk, Oracle, Redgate, Idera, Jira, Confluence).
•  3rd Party application upgrades.

Servers:

•  Configuring and managing sites on IIS.
•  Daily server health checks (free space, performance, event logs, ftp availability etc.).
•  Plan, control and monitor system resources, CPU, memory, storage and planning future requirements.
•  Planning, maintaining and executing on all server patching
•  Enrolling users and maintaining system security.

Monitoring and Alerting:

•  Designing, implementing and maintaining alerts and reports (adding monitors, building custom monitors, setting up reports, Alerts).
•  Buy and manage all software licensing.

Ideal Experience    

•  Graduate student in Information Systems or Computer Science fields (with strong Mathematical background or subject knowledge an advantage)
•  At least 3 years working experience with data in financial services
•  8-10 years of experience in a similar role, or working on back-ends of systems
•  Extensive database development experience
•  Experience administrating databases larger than 100GB

Ideal Qualifications    

•  Undergraduate degree in Information Systems or Computer Science fields (with strong Mathematical background or subject knowledge an advantage)

Most Important Attribute    

•  Ability to work under pressure, time management and to be able to multi-task multiple projects.

Systems Knowledge    

•  Understanding of financial markets and financial systems
•  Experience with testing Financial products and websites

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Job Description    

• You will be responsible for leading and managing a team responsible for enabling the planning, provisioning, and implementation of scalable infrastructure, supporting them in building industry leading, robust, and innovative software solutions that are fit for purpose.
• You will also be responsible for automating all the manual tasks for developing and deploying code and data, to implement continuous deployment and continuous integration frameworks and to maintain high availability of production and non-production work environments.

Duties and Responsibilities    
Lead:

•  Lead and line manage a team of software developers / engineers and support them in building effective, robust solutions that are fit for purpose
•  Optimize resource allocation for meeting sprint goals
•  Support the overall architectural principles and capabilities and align the implementation of the systems accordingly
•  Manage concessions and deviations from the architecture and development principles
•  Stays abreast of industry trends and best practices
•  Conducts research, tests, and execute new techniques which could be reused and applied to the software development projects
•  Strive to ensure that processes and appropriate levels of knowledge sharing occurs within and between teams
•  Instigate cross-team ideas and initiatives, in alignment with the CoEs
•  Provide feedback to stakeholders on vague or badly defined requirements
•  Ensure sprint impediments are removed timeously
•  Help PO and PM identify dependencies

Deliver:

•  Drive and facilitate smooth delivery within the team and across dependencies, within budget and time
•  Being and becoming the domain knowledge expert and the domain architect
•  Hold accountability for the delivery of solutions including quality, technical approach, release management and maturity, and ensure alignment with development principles
•  Monitor performance of all systems to determine cost and productivity levels, and to make recommendations for improving the infrastructure
•  Help define the DevOps strategy, architecture, and processes to meet business needs and ensure successful deployment of software in the work environment
•  Provisioning and maintaining appropriate asset catalogues and repositories
•  Ensure up-to-datedness of configuration databases and repositories
•  Monitor and raise issues of technical debt and provide solutions to them
•  Define, document, and communicate post go-live support requirements
•  Maintain existing solutions and troubleshoot

Manage:

•  Ensure effective time management to find the balance between development and managing the team
•  Contribute towards maintaining a rewarding team culture
•  Assist with resourcing decisions and maintain the team-skills-capabilities-systems matrix
•  Involvement in the recruitment, induction, development, and retention of talent
•  Managing team growth and considering the blend/level of skills required within team to meet the delivery goals
•  Coach and mentor the team members, or delegate appropriately
•  Review project progress, the performance of all individuals on the team and the backlog
•  Facilitate technology and methodology decision-making throughout team, including standardization of systems architecture, reusable code, versions of software tools, best practices, source control and deployment processes
•  Communicate on behalf of team members with stakeholders where required
•  Ensure the team are integrating other team’s services efficiently and that they are offering technical input into how all services can be delivered and improved
•  Ensure team progress toward goals and not just task completion
•  Implement and ensure the effective maintenance of governance processes
•  Work closely with product teams and business representatives, in an agile environment, to implement effective solutions to stated needs, requirements and user stories

Ideal Experience    

•  5+ years’ experience in a technology supervisory role preferably in a DevOps role leading multi-disciplinary teams
•  10+ years development and implementation experience
•  3 to 5 years’ experience:
•  as a DevOps engineer managing application development, software delivery lifecycle, and/or infrastructure development and
• administration
•  design and implementation of continuous delivery and/or DevOps solutions or architecture patterns
•  with code repository management, code merge and quality checks, continuous integration, and automated deployment &
• management using tools like Jenkins, SVN, Git, Ansible, Artifactory, Service Now, Sonar, Selenium
•  in automation scripting using one or more of the following languages: Perl, Ruby, Bash, or Python
•  with approaches and tooling for automated build, delivery, and release of software
•  working in an Agile delivery environment
•  with project or program management
•  Defining and managing the roadmap for implementation of DevOps in an established operation
•  Working within a structured environment, including the use of structured methods and approaches and modern development tools.
•  Experience of technical architecture – i.e., the design and delivery of IT systems for a broad range of clients
•  Service support – the use of DevOps, Continuous Delivery and ITIL concepts to lead an effective support operation

Ideal Qualifications    

•  A Bachelor’s Degree in Information Systems or Computer Science fields
•  Microsoft Certified: DevOps Engineer Expert

Most Important Attribute    

•  A highly experienced senior software engineer/developer
•  Proven track record of successful execution and delivery of DevOps solutions
•  Natural leadership ability with strong collaboration skills
•  Proven ability to meet service level requirements and deadlines
•  Proven experience with the Agile project methodology
•  Ability to communicate with senior stakeholders
•  Ability to work under pressure, manage your time appropriately and to be able to multi-task multiple projects

Systems Knowledge    

•  Knowledge of Portfolio and Trade Management Systems a distinct advantage, and in particular, InvestOne, Decalog, and Bloomberg AIM
•  The use of public/private cloud and virtualization technologies

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Job Description    
A cloud technical lead who is able to confidently move from architectural definition and technical guidance to hands-on implementation and troubleshooting.
Duties and Responsibilities    

•  Explore and grow new technology in support of future organisational direction.
•  Champion the adoption of industry best practices to push development standards.
•  Provide architecture artefacts in accordance with business and project requirements.
•  Identify cross functional opportunities, partner with your peers in the organisation and connect business objectives with technical vision.
•  Leading the team to make the correct compromises between short-term business opportunity and long-term technical vision.

 Drive innovation

•  Participate in the evolution and direction of the company’s cloud strategy.
•  Design, implement and deploy dynamically scalable, and highly available systems on leading cloud providers.
•  Conceptualize on-premise, cloud components, security, networking and monitoring solutions.
•  Aid in the design and planning to migrate existing complex on-premises applications to cloud platforms.

 Identify risk items.

•  Provide thought leadership and advisory services while working in an agile development environment including cloud infrastructure, DataOps, DevOps and MLOps concepts.

Ideal Experience    

•  Background in designing cloud solutions and services
•  Experience in interfacing with multi-faceted teams, internally and externally (Infrastructure, Application development, Analysts)
•  Experience in improving performance and reliability of complex systems
•  Experience in designing for middleware integration and exposure to ESBs and API management
•  Understanding of security by design and principles for general security of applications, integration, networking and storage

Ideal Qualifications    

•  BSc or MSc degree in Computer Science, Information Systems, or related field.
•  Microsoft-certified Azure Solutions Architect Expert
•  Microsoft-certified Power Platform Solution Architect Expert
•  Certified SOA Architect
•  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 an architect role, leading design of complex systems
•  Minimum of 5 years’ experience with technology development and delivery, with particular focus on Azure platform services, such as: ADF, Synapse, Databricks, Compute, containers, integration, logic apps, storage, web and DevOps
•  Possess a deep understanding of programming fundamentals, design patterns, building for scalability, performance, high-availability, clustering and security
•  Proficient in API design using REST, SOAP
•  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 strong communicator who is able to synthesize, simplify and explain complex problems to different types of audiences, including executives
• Systems Knowledge    
•  Microsoft .NET Stack
•  Microsoft Azure
•  Other cloud platforms and services