EMPLOYMENT

Description 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 Governance team, part of CFS’s Superannuation & Investments business unit, ensures robust governance across investment, superannuation, and retirement products. Reporting to the Director of Investment Governance, this role supports end-to-end accountability for governance approvals, monitoring activities, and preparation of Board reporting for products such as FirstChoice, Managed Accounts, and CFS Edge. The position involves delivering key governance tasks, supporting projects and BAU activities, and collaborating closely with product, distribution, and trustee offices to uphold compliance and risk management standards. Your Responsibilities Conduct initial reviews of managed fund and listed security additions. Perform data analytics to support ongoing monitoring of fund managers. Support investment menu reviews (700 managed funds), bringing clarity to sectors and competitor trends. Collaborate with product and distribution teams to manage the addition pipeline. Prepare impactful governance reports and contribute to quarterly board reporting, covering risk/return analysis, due diligence, benchmarking, liquidity, stress testing, and other key oversight activities. Your Capability and Experience Hands-on experience in investment governance, portfolio research, or wealth/superannuation management within a trustee, platform, or institutional environment. Degree in Finance or related field; CFA/CAIA highly regarded, plus RG146 or equivalent qualifications. Strong knowledge of investment products and structures (managed funds, SMAs, unlisted vehicles) across multiple asset classes. Proven ability to apply investment governance principles (e.g., SPS530), manage projects end-to-end, and collaborate across teams. Excellent communication, problem-solving, and stakeholder engagement skills, with attention to detail and ability to drive process improvements. 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: Additional day for your birthday Hybrid working model 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 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).