05.06.2024
Senior Manager Alternatives Research - Wealth Private
Commonwealth Bank of Australia
Australia, Eveleigh, NSW - 1 Locomotive Street
Graduate degree
You may be interested in the following jobs
About the opportunity Reporting to the Deputy CIO the Senior Manager, Alternative Research will be responsible for developing innovative investment products and strategies for Wholesale clients. This position will be accountable for product sourcing and idea generation. It will be a critical part of delivering a quality suite of investment solutions for Commonwealth Private clients. The Senior Manager, Alternative Research will be part of our firm’s Investment Research Team focused on Alternative Investments and report directly to the Deputy CIO. The core responsibilities will be to support the research and due diligence efforts associated with the implementation of our investment process as it relates to investment opportunities in alternative investments, including private equity, venture capital, real estate, credit, real assets and other alternative investments. Summary of Duties Responsibilities Assist in conducting investment manager research and due diligence Review and monitor performance of investment managers Assist broader team with inquiries regarding approved investments (ex. close dates, minimum investments, general subscription questions, etc.) Ad hoc research projects including capital markets and macro factors Undertaking due diligence on investment managers Prepare research papers, develop marketing and educational materials, research new offerings in the alternatives space More specifically you will: Collaborate with front line banking and advisory colleagues to identify key customer needs in the Wholesale Investment segment Work closely with the Investments Research Team to prioritise investment ideas and strategies Research industry trends and market thematics to identify appropriate investment ideas to be presented to the Commonwealth Private Product Committee Maintain relationships with key industry participants such as fund managers and other providers of investment products Work collaboratively with colleagues in Advisory operations to design and monitor product and portfolio reporting for clients Liaise with internal teams in product origination such as Capital markets and Global markets to identify and distribute suitable investment opportunities Educate our front line teams on the merits of investment opportunities to support the growth of the advice business Present investment strategy and product ideas to both colleagues as well as small and large groups of clients to ensure the ongoing success of the Investment offering Support the creation of comprehensive and timely quarterly reports and governance reporting About you To be successful you will have: Significant (10+ years) experience in financial services / investments Tertiary qualification/s in a finance related discipline Post graduate qualification/s in finance discipline - highly regarded The ability to identify industry trends, market themes and opportunities for investment product and strategies If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career. We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696. Advertising End Date: 03/03/2024 Whether you’re passionate about customer service, driven by data, or called by creativity, a career with CommBank is for you. Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we’re driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day. Here, you’ll thrive. You’ll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.
Apply to Job
Attention! You will be redirected to another site