AddressAre 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 Review Services team sits within the Investment and Custody Governance area, which oversees the operational relationship management for various suppliers within Fund Services. The team is responsible for ensuring effective governance of the Due Diligence framework, building and managing relationships with outsourced investment managers and achieving timely outcomes for the business by addressing and resolving key issues with respective investment managers.
Your Responsibilities
You will play an important part in ensuring that CFS continues to deliver the best outcome for our customers through managing and mitigating risk and therefore maintaining our great reputation and brand.
You will achieve this by:
- Managing the effective exit/onboarding of Investment Managers/funds by working closely with internal business stakeholders, custodians, and external investment managers.
- Conducting due diligence of Investment Managers including onsite visits, report writing and ongoing monitoring of risk, compliance and operational obligations.
- Performing post trade compliance in accordance with internal investment guidelines, mandates and other policies.
- Managing and supporting the ongoing relationship with the external investment managers appointed to mandates on the platform, acting as a primary operational contact.
- Identification, investigation and management of risk matters through to rectification.
- Preparing management reporting and KPI statistics.
Your Capability and Experience
- Proven experience within a Investment Manager/custodian in an operational or risk and compliance capacity (post-trade compliance experience highly regarded).
- Advanced knowledge of Investment Markets, Corporate Actions, OTC instruments, trade settlements, cash management and/or valuations.
- Detailed knowledge of or practical experience in conducting oversight/due diligence on outsourced service providers.
- Strong influencing, communication and presentation skills.
- Strong analytical skills and an eye for detail.
- Previous experience using SimCorp Dimension will be highly regarded.
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
- Life Leave - 3 days per annum
- Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
- Access to Corporate rates with BUPA Health Insurance
- Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing
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.
