Associate Portfolio Management

cba; Sydney; On-site; AUD 70,000 - 110,000; Full time

Job summary

CBA is seeking an Associate within the Financial Institutions & Government (FIG) team to support Government and Higher Education portfolios while helping transform how portfolio management is delivered. This is an opportunity to combine client service, analytical thinking and emerging technologies to create smarter, more scalable ways of working.

While you'll gain exposure to core banking activities including credit reviews, KYC and portfolio management, this role is equally focused on

Qualifications

• Adaptable and curious, comfortable in a fast-paced environment.
• Takes ownership and enjoys solving complex problems.
• Passionate about process improvement, automation, AI or data analytics.
• Thinks strategically about scalable delivery.
• Able to work independently while collaborating with diverse stakeholders.
• Banking experience is beneficial but not essential.

Responsibilities

• Supporting Government and Higher Education portfolios across client and portfolio management activities.
• Coordinating credit reviews, KYC processes and client servicing requests.
• Partnering with stakeholders across Coverage, Risk, Product and Operations teams.
• Maintaining high-quality client and portfolio data.
• Identifying opportunities to simplify, automate and scale workflows.

Skills

Adaptable

Curious

Ownership mindset

Process improvement

Automation

AI

Data analytics

Strategic thinking

Independent working

Stakeholder collaboration

Job description

Help shape the future of banking. We're looking for someone who sees opportunity where others see process. As an Associate within the Financial Institutions & Government (FIG) team, you'll support a portfolio of major government clients while helping transform how portfolio management is delivered. This is an opportunity to combine client service, analytical thinking and emerging technologies to create smarter, more scalable ways of working. While you'll gain exposure to core banking activities including credit reviews, KYC and portfolio management, this role is equally focused on innovation. You'll be encouraged to challenge the status quo, identify opportunities for improvement and leverage automation, AI and data-driven solutions to enhance efficiency and client outcomes.

What you'll be doing:

• Supporting Government and Higher Education portfolios across a range of client and portfolio management activities.
• Coordinating credit reviews, KYC processes and client servicing requests.
• Partnering with stakeholders across Coverage, Risk, Product and Operations teams.
• Maintaining high-quality client and portfolio data.
• Identifying opportunities to simplify, automate and scale workflows.
• Contributing to initiatives that improve efficiency, consistency and client outcomes through technology and AI.

We're interested in people who:

• Are adaptable, curious and comfortable working in a fast-paced environment.
• Take ownership and enjoy solving complex problems.
• Are passionate about process improvement, automation, AI or data analytics.
• Think strategically about how work can be delivered more efficiently at scale.
• Can work independently while collaborating effectively with a broad range of stakeholders.
• Banking experience is beneficial, but it isn't essential. We're open to candidates from banking, analytics, operations, change, transformation or related backgrounds who bring the right mindset and a willingness to learn.

Why join us?

This role offers exposure to major government clients, opportunities to work on meaningful automation and transformation initiatives, and a strong development pathway within Institutional Banking & Markets. You'll be part of a team focused on building smarter, more efficient ways of working while developing valuable experience across portfolio management, risk and client coverage. If you're excited by the idea of combining banking, technology and innovation to create real impact, we'd love to hear from you.

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Advertising End Date: 21/09/2026