Investment Data Analyst

2 weeks ago

Sydney, Australia COLONIAL FIRST STATE 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

The Investment Data Analyst is part of the build out of the Investment Risk and Analytics team, which is a specialised team within the broader CFS Investments team.

CFS Investments is responsible for setting the investment strategy and portfolio positioning for CFS. This includes managing our market-leading and award-winning investment options, including multi-sector portfolios offering different active risk profiles and multi-manager single sector portfolios.  The team also manages the investment relationships and investment management agreements with a broad range of local and international investment management partners.

Your Responsibilities

  • Plan, build out and maintain the technology, systems and tools that underpin the investment data and analytics capabilities, including database, automation and visualisation.
  • Ensure the accuracy and reliability of data through comprehensive data cleaning and validation.
  • Work with the diverse data sources available to the investment team, including risk, liquidity, ESG & climate, holdings, performance, economic & markets and peer data.
  • Stay updated on industry best practices and evolving data analytics techniques to enhance the effectiveness of data analysis and management.

Your Capability and Experience

This is a great opportunity to take the next step in your career for those who have a passion for markets, finance and portfolio management.

The successful candidate will have:

  • Advanced mathematical and numeracy skills.
  • Proficiency in coding languages (ideally Python) and data visualisation (e.g. Tableau).
  • Understanding of databases (e.g. SQL) is advantageous.
  • Inquisitive, lateral thinker with a desire to challenge ideas and devise creative solutions.
  • Strong verbal communication skills, with the ability to present complex concepts in a clear and concise manner.
  • Demonstrated ability to build relationships, influence key stakeholders and communicate effectively.
  • Tertiary qualifications with an emphasis on analytical training.
  • Understanding of investment markets and financial data across multiple asset classes would be advantageous

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  
  • Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
  • Exclusive discounts on retail, travel and entertainment
  • Additional leave day to celebrate your birthday

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. 

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).

Please note, the selection process will commence in January 2025.

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