Vacancies at Coronation Fund Managers

Job Description

• Coronation is committed to diversity and inclusion and preference will be given to underrepresented groups in South Africa and within the investment team. We are looking for the right attitude and a genuine passion for investments over years of experience.
• We want you to research and analyze shares listed on the Johannesburg Stock Exchange and identify investment opportunities from which Portfolio Managers can make decisions thereby adding value to clients’ portfolios.

Duties and Responsibilities

• Full research responsibilities, including company and sector analysis of listed companies on the JSE.
• Assimilation and dissemination of broker information, annual reports, and company visits
• Involvement in investment team debates
• Presentation of recommendations to the investment team
• Tracking performance of companies that CFM has holdings in.

Ideal Experience

• Up to 5 years of working experience as an equity analyst within asset management or stock broking industries would be an advantage but should not be a barrier to you applying.
• Experience in building models for forecasting purposes that test and support your investment decisions.

Ideal Qualifications

• Chartered Accountant
• Business Science – preferably finance stream.
• Engineering
• Actuarial
• Chartered Financial Analyst
• Other relevant post graduate qualifications

Most Important Attribute

• Proven academic ability with consistently top results during their degree as well as a demonstrated curiosity about business and financial markets.

Systems Knowledge

• Microsoft Office Suite

Closing Date

• 2026/01/31

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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

• 2025/12/31

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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

• 2026/01/31

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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 including presentations to groups of clients and broker networks sometimes accompanied by an investment manager – servicing a client base situated in Pretoria as well as outlying areas (approximately 60/40 split, outlying areas may include Free State / Northern Cape / Northwest / Mpumalanga / Limpopo)
• 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.
• Must be in a position to discuss financial planning concepts with clients.
• Maintain and constantly update client database through effective use of MIS system

Ideal Experience

• Minimum 3-5 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.

Ideal Qualifications

Ideal Qualifications and Skills

• 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 with good written and spoken Afrikaans communication skills

Most Important Attribute

• Ability to establish and maintain profitable relationships with clients.

Systems Knowledge

• MSOffice
• Virtual communications platforms (MSTeams and Zoom an advantage)
• Client database experience an advantage

Closing Date

• 2026/01/31

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Job Description

• Assume responsibility for the efficient functioning of the day-to-day responsibilities of the investment compliance area. Interact with the compliance team and dealing team on the interpretation and implication of compliance on the various areas of the investment compliance function.

Duties and Responsibilities

• The position focuses on the following main tasks, but not restricted to the below, and which will be applied to clients and prospective clients of the Group.

Main Tasks:

• Dealing with all the pre-trade and post-trade compliance aspects (including but not limited to monitoring and reporting) in relation to regulatory requirements, industry guidelines and investment mandates.

Daily system / technical responsibilities:

• Daily instrument maintenance
• Rule loading and maintenance
• General maintenance of compliance systems
• Daily breach monitoring
• Breach monitoring
• Regulatory reporting
• General queries
• Understanding of investment restrictions for various areas in the business.
• Understanding of investment management data sets including, but not limited to, portfolio valuation and trade data.

Ideal Experience

• 2 – 3 years’ experience in breach management and / asset management compliance will be a distinct advantage.
• Other relevant compliance/ financial services industry training; experience in financial services industry, in particular, asset management industry with sound knowledge of investment instruments and products.

Ideal Qualifications

• Relevant legal or financial qualification, e.g. BBusSci or B.Com. LLB
• Most Important Attribute
• Excellent interpretation skills coupled with a business and problem-solving orientation.

Systems Knowledge

• Advanced skills in MS Excel essential.
• Bloomberg or similar compliance systems experience is an advantage.

Closing Date

• 2026/01/31