Portfolio Manager

2 days ago


Sydney, New South Wales, Australia Cfs Full time

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 problem-solving 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 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

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.


  • Portfolio Manager

    3 days ago


    Sydney, New South Wales, Australia Bebeeportfolio Full time

    Portfolio Management OpportunityThis position focuses on managing and overseeing portfolios to ensure they align with the organization's goals.The ideal candidate will have strong portfolio management skills, excellent communication abilities, and experience working in a fast-paced environment.Manage multiple portfolios, including investment strategies and...

  • Portfolio Manager

    1 week ago


    Sydney, New South Wales, Australia beBeeProperty Full time $100,000

    Portfolio Management OpportunityAn exciting career move has become available for an experienced Property Manager seeking a clean, well-supported portfolio and a work-life balance.The role is ideal for someone with prior experience in portfolio management looking to focus on client relationships without the burden of weekends, leasing, or accounts.No...

  • Portfolio Manager

    2 days ago


    Sydney, New South Wales, Australia beBeePortfolio Full time $120,000 - $180,000

    Job Overview">The Portfolio Management Lead role presents an exciting opportunity to drive value realization from investments and adopt best-in-class portfolio management practices. Reporting to the Head of Transformation, you will support the organization in achieving its strategic objectives by overseeing the operating cadence of portfolio...

  • Portfolio Manager

    1 week ago


    Sydney, New South Wales, Australia beBeeFacilities Full time $100,000 - $120,000

    Job Title: Portfolio ManagerWe are seeking a driven and passionate Portfolio Manager to oversee the management of a portfolio of circa 10 industrial properties in the Western Suburbs.

  • Portfolio Manager

    13 hours ago


    Sydney, New South Wales, Australia Bebeeinvestment Full time

    We're seeking a talented professional to lead our investment services. At the heart of this role is delivering exceptional service to clients, driving portfolio growth and retention.Key Responsibilities:Develop and execute strategies to upsell advice practices in New South Wales and achieve AUM goals.Recruit and win new advisers and practices in New South...

  • Portfolio Manager

    2 days ago


    Sydney, New South Wales, Australia beBeeProperty Full time $60,000 - $70,000

    Exciting Opportunity: Property Portfolio Manager RoleDescription:We are seeking an experienced Property Portfolio Manager to oversee a portfolio of circa 200 properties. The successful candidate will be responsible for managing the day-to-day operations, ensuring seamless delivery of services, and driving business growth.

  • Portfolio Manager

    2 days ago


    Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $160,000

    We're seeking a talented professional to lead our investment services. At the heart of this role is delivering exceptional service to clients, driving portfolio growth and retention.Key Responsibilities:Develop and execute strategies to upsell advice practices in New South Wales and achieve AUM goals.Recruit and win new advisers and practices in New South...

  • Portfolio Manager

    3 days ago


    Sydney, New South Wales, Australia The Onset Full time

    Join to apply for the Portfolio Manager - Insurance Software Vendor role at The Onset4 days ago Be among the first 25 applicantsJoin to apply for the Portfolio Manager - Insurance Software Vendor role at The OnsetJob DescriptionPortfolio Manager opportunity at a leading General Insurance Software vendor in the Sydney CBD.Due to increasing client demand for...

  • Portfolio Manager

    3 days ago


    Sydney, New South Wales, Australia Easy Payroll Global & Hr Full time

    On behalf of our client, we requires a self-motivated Portfolio Manager who will champion our Investible's founders and further extend the reach and capabilities of our portfolio support offerings.Reporting to the Portfolio Director, this is a position at the intersection of the key stakeholders in the Investible ecosystem. In this role, no two days are the...

  • Portfolio Manager

    3 days ago


    Sydney, New South Wales, Australia Bebeeportfolio Full time

    Portfolio Manager OpportunityWe are seeking an experienced Portfolio Manager to join our team. As a Portfolio Manager, you will play a crucial role in assessing and analyzing developer portfolios, as well as supporting evidence-based decisions that drive the success of our program.About the RoleYou will be responsible for evaluating developer applications...