Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team
The Investment Governance team is part of CFS’s Superannuation & Investments (S&I) business unit which is accountable for delivering investment, superannuation and retirement products to our customers. The S&I business unit is led by the CEO – CFS Super who has fiduciary and compliance responsibilities to ensure all CFS businesses manage risks effectively in our customers best interests.
Reporting to the Director of Investment Governance, this role supports end-to-end accountability for investment governance approvals, monitoring activities for products such as FirstChoice, Managed Accounts, and CFS Edge, and preparation of quarterly Board reporting.
Your Responsibilities
Conduct initial review of managed fund or listed security additions
Perform data analytics to support our ongoing monitoring activities of fund managers
Support the review of our investment menu of over 700 managed funds, sectors and
competitor insights
Liaise with product and distribution to support the addition pipeline
Regular reporting activities as defined in our Investment Governance Framework encompassing both quantitative and qualitative assessments.
Contribute to the coordination of quarterly board reporting to the CFSIL Board and Board Investment Committee.
Your Capability and Experience
- Demonstrated experience in investment governance, portfolio research, or wealth/superannuation management, ideally within a trustee, platform, or institutional environment.
- Bachelor’s degree or equivalent in finance, postgraduate investment studies (such as CFA/CAIA) is highly regarded.
- Strong knowledge and understanding of investment products and structure (managed funds, SMAs and unlisted vehicles) across equities, fixed income, credit and alternatives.
- Technical understanding and implementation of investment governance principles (e.g. SPS530), policies, and practices.
- Strong understanding of the CFS business (or equivalent experience in a similar APRA regulated entity/business)
- Previous experience in end-to-end delivery of projects /initiatives, and to manage cross functional projects.
- Ability to develop strong working relationships across both CFS and within the team
- Strong ability to solve complex problems, drive process improvements and automation.
- Strong verbal and written communication skills
- Attention to detail - Able to lead, pivot, roll up your sleeves and implement with quality and
- passion
- Experience and credibility in engaging with senior internal stakeholders
- RG146 or relevant other industry related qualifications
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
- Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
- Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
- Access to 24/7 confidential support covering safety, medical and mental health services
- Additional leave day to celebrate your birthday
- Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
- Exclusive discounts on retail, travel and entertainment
CFS Culture
At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
This role is based on Gadigal Land (Sydney).
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What We Do
We’ve helped over 3 million Australians and counting. We provide superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors. Our wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity. The privacy of your personal information is important to us. We will handle all personal information collected in accordance with applicable privacy laws and our privacy policy and collection statement which can be accessed here www.cfs.com.au/privacy. If you have any questions in relation to our privacy practices or would like to request a copy of our privacy policy please contact us on 13 13 36. Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee and issuer of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer and Investor Directed Portfolio Services (IDPS) operator and administrator of investment products. Information on this social media may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the FirstChoice PDSs and the FSG from www.cfs.com.au or by calling 13 13 36 and FirstWrap PDSs, FSGs and IDPS Guides from www.firstwrap.com.au or your adviser.
