Personal Investments Analyst

1 week ago

Cape Town, South Africa Coronation Fund Managers Full time

Embark on a transformative career as a Personal Investments Analyst at Coronation, one of South Africa's most successful and revered fund management companies. Your primary role involves overseeing the timely delivery of monthly and quarterly collateral for the Personal Investments team, showcasing your meticulous attention to detail and deep understanding of investments. Using your analytical skills, you will also produce insightful market research reports and conduct comprehensive analyses of fund and client data. You will have the opportunity to participate in, and sometimes lead, projects of varying complexities, where you will refine your organizational skills and collaborate across various teams in the organisation.

This role offers a unique chance to contribute to a renowned company, enriching your professional growth and expertise in the dynamic landscape of the investments industry.

**Duties and Responsibilities**:

- Provide support to the head of personal investments and the strategy execution manager.
- Co-ordinating, updating and proofing monthly, quarterly, and annual collateral outputs for Personal Investments. Including, but not limited to, Monthly Fund Fact Sheets, Personal Investment Management pack, Domestic and International Roadshow Storyboards.
- 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.
- 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.

**Ideal Experience**:

- Understanding of the financial services industry
- Database management and advanced Excel skills
- Analytical/quantitative/IS background

**Ideal Qualifications**:

- Commerce or related qualification - BCom, BBusSci or CA

**Most Important Attribute**:

- Attention to detail
- A willingness to learn and be hands on
- Well organized and good at multi-tasking
- Willing to do the hard yards to gain experience and launch their career in the asset management industry

**Systems Knowledge**:

- MSOffice - Advanced Excel
- Database and PowerPoint experience an advantage
- Business Intelligence experience an advantage

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