Senior Analyst Investment Review ServicesAre 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 TeamYour Team sits within the Investment and Custody Governance area which is responsible for the operational relationship management for various suppliers within Fund Services.
The Investment Review Services team responsibilities are to ensure effective governance, building & managing relationships with outsourced investment managers and achieve timely outcome for the business by addressing and resolving key issues with respective investment managers.Your ResponsibilitiesOngoing Operational Due Diligence of Investment Managers including onsite visits and report writing.Effective and timely delivery of post trade compliance with internal investment guidelines, mandates, and other policies.Analysis, investigation, and management of risk matters identified through to rectification with the business as appropriate.Oversight of Investment Managers regarding risk, compliance and operational obligations.Conduct ad-hoc reviews on external investment managers to manage risks and identify opportunities for improvement.Ensure successful onboarding of investment managers/funds by working closely with business stakeholders, custodians, and external manager.Preparation of management reporting and KPI statistics.Assist with special projects that are undertaken by the company from time to time.Your Capability and ExperienceProven experience within a Custodian or an Investment Manager in an operational or risk and compliance capacity plus 2+ years of post-trade compliance experienceAdvanced knowledge of Investment Markets, Corporate Actions, OTC instruments, trade settlements, cash management and/or valuations.Detailed knowledge and/or practical experience in conducting oversight/due diligence on outsourced service providers.Previous experience with using SimCorp Dimension would be preferred.Strong influencing, communication and presentation skillsExperience in relationship management within a Custodian/Investment Manager.Good communicator (written and oral) with good interpersonal skillsEye for detail and willingness to tackle issues beyond the square as requiredStrong analytical skillsWhat to ExpectAt 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 solutionsSupport with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institutionAccess to 24/7 confidential support covering safety, medical and mental health servicesLife Leave - 3 days per annum to focus on your wellbeing or celebrate a special eventExclusive discounts on retail, travel and entertainmentAdditional leave day to celebrate your birthdayCFS CultureAt 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.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).
#J-18808-Ljbffr