Associate, Institutional Coverage

2 weeks ago

Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time
Associate, Institutional Coverage - Portfolio Management

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Sydney based opportunity:

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Exposure to diverse range of institutional portfolio management strategies across Global Banks, Government, Education and Non-bank Financial Institutions' sector:


  • Opportunities for career growth and development:
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Dynamic and collaborative work environment
Institutional Banking and Markets (IB&M) is responsible for managing the Group's relationships with major corporate and government clients and institutional investors, and provides a full range of capital raising, transactional and risk management products and services

Our purpose is to:
'Build Australia's future economy' and we play a key role in reimagining banking and leading in Australia's transition.

See yourself in our team:


The Institutional Client Coverage team within CBA's Institutional Banking & Markets (IB&M) business, proactively develops client relationships and originates new business opportunities across both traditional and non-traditional banking services through the provisioning of advice, structuring and execution of product solutions tailored to the needs of our client groups.

The Portfolio Management Office function within Institutional Client Coverage supports and partners with stakeholders to effectively manage client portfolios across a wide range of portfolios incl.

Non-Bank Financial Institutions, Banks and Government clients, ensuring compliance and effective credit and operational risk management.

Your Impact and Contribution


As an Associate, you'll be working in a high performing team - primarily supporting the Director and focussing on the portfolio management activities for Institutional Coverage clients with a focus on streamlining and simplifying processes.

Your responsibilities will be wide ranging and include;

  • Providing support to Bankers in servicing the needs of our clients
  • Support the execution of good data practices to ensure data integrity throughout the product lifecycle.
  • Prepare Environmental, Social and Governance (ESG) assessments for clients.
  • Performing portfolio monitoring activates such as breach management and other reporting and liaise with credit risk where required
  • Inputting and maintain client, credit and transaction data and ensure data accuracy and quality across systems.
  • Collecting client information to facilitate and support the Know Your Customer 'KYC' onboarding process for new clients and the KYC review process for existing clients

We're interested in hearing from people who have:

  • Tertiary qualifications in a business related field combined with good interpersonal skills and a problem solving mindset.
  • An understanding of risk management and credit risk issues, and have demonstrable financial modelling, research and analytical skills
  • Knowledge of CBA systems will be highly regarded but not essential, as will front or back office experience in Business, Corporate or Institutional banking.
  • Knowledge of KYC requirements will be highly regarded.
Mindset also matters and we are after someone who is:

  • Motivated and committed to bring their best self to work each day to drive strong outcomes for the business and our clients
  • Able to work independently, takes ownership and follows up proactively
  • Curios with a strong desire to drive change and deliver improvement across the business
  • Excited by the prospect of working in a team that has high impact for our business


This opportunity will give you exposure to a wide range of stakeholders at all levels of the business whilst being part of a team that is focused, smart, hardworking and passionate about our shared vision to create the very best experience for our customers.


As the successful applicant you'll be rewarded with a structured career path within Institutional Banking and Markets business that offers a competitive market salary, annual performance incentives, and a flexible working environment.

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Advertising End Date: 31/05/2024

Job ID REQ210014

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