Portfolio Manager

1 week ago

Sydney, New South Wales, Australia CFS Full time
Portfolio Manager


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


Your new role sits within the Superannuation & Investments business unit reporting to the Head of Cash Management & Derivatives.

It is part of the Investments team, which is responsible for setting the investment strategy and portfolio positioning for CFS.

This includes managing our market-leading and award-winning investment options, including a series of multi-sector portfolios offering different active risk profiles and multi-manager single sector portfolios.


Your Responsibilities


You will manage physical investments in the cash asset class, in accordance with the investment objectives, compliance and risk management frameworks.

You will work with a team of professionals to deliver exceptional investment performance for our funds and our clients.

Key responsibilities include:

  • Ensuring the effective management of internally managed cash portfolios relative to their stated investment objectives, guidelines and restrictions
  • Assist in defining strategies and investigating new opportunities
  • Developing and maintaining relationships with key stakeholders and effectively communicate investment strategies, performance updates and other relevant information
  • Building and maintaining external relationships to ensure that CFS is able to take advantage of any opportunities in the cash asset class
  • Implementing and maintaining robust risk management processes and ensure adherence to relevant laws, regulations, and internal policies

Your Capability and Experience

  • Relevant experience in the management of cash, or related fields, preferably with a demonstrated track record of successful investments and fund management
  • High level of attention to detail and ability to work and communicate well under pressure
  • A strategic, innovative mindset and sound analytical and problemsolving abilities
  • Excellent communication and presentation skills, with the ability to effectively articulate complex investment concepts to both internal and external stakeholders
You might be an Associate Portfolio Manager or Senior Analyst, ideally in the cash or short
- term fixed income asset classes, looking for that exciting next step or alternatively already managing portfolios and looking for an extremely varied role where you will be expected to be very hands-on.


This is an exciting opportunity in a new team where you will be able to control your own destiny and immediately contribute to improving CFS's investor outcomes.


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 humanpowered medical, mental health and safety support through one easytouse 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
Flexibility is important, but it can mean something different to each of us. At CFS, flexibility is a mix of both working from the office and working remotely. It's about finding a balance between the needs of both our people and the teams that they work in.

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.

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