Investment Analyst

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 Analyst is part of CFS's Superannuation and Investments Business Unit. The equities team is responsible for the setting the investment strategy and manager selection for various equity portfolios. As an Investment Analyst, you will assist in the monitoring and management of various equity portfolios managed by the team. Your role will involve conducting quantitative and qualitative analysis on investment strategies. This will involve the setting of investment strategy, portfolio construction and manager selection.

Your Responsibilities

• Undertake regular research, reviews and analysis of current and potential investment strategies.
• Analyse, research and investigate factors influencing investment markets.
• Assist in the preparation and presentation of materials related to the monitoring of portfolios, portfolio recommendations and market developments.
• Involvement in relationships with external stakeholders such as investment managers, consultants and investment banks, representing CFS in a professional capacity, in order to identify relevant information and research applicable to the management of portfolios.
• Presenting to Research houses and the Advice Research teams on the Colonial First State investment process, the Investments team and the portfolios.

Your Capability and Experience

• Some experience in investment markets
• A curiosity and understanding of investment markets
• Inquisitive, lateral thinker with a desire to challenge ideas
• Proven ability to meet deadlines and manage multiple tasks
• Strong analytical, strategic thinking, and problem-solving abilities
• Excellent communication and stakeholder management abilities
• Bachelor's degree in finance, economics, or a related field

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
• 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).