About the Role
The Retirement Modelling Specialist reports to the Senior Manager, Retirement Strategy and works closely with retirement strategy, product, investment, data analytics, risk and external partner teams. This role supports the design and development of investment and retirement income solutions by applying quantitative modelling, analysis of member/product outcomes, and commercial analysis and judgement.
Responsibilities
- Contribute to the design, development and testing of investment and retirement income solutions by applying quantitative modelling to structure analysis and decision support.
- Translate product requirements into quantitative model specifications, ensuring assumptions are clearly defined, testable and documented.
- Develop, maintain and enhance modelling tools used to assess product features, pricing assumptions, member outcomes, portfolio exposures and risk characteristics.
- Analyse model outputs to identify sensitivities, key risk drivers, performance characteristics and member-outcome implications across different economic environments.
- Support scenario analysis, stress testing and projection work to understand how retirement solutions perform under different market and insurance risk conditions.
- Work closely with investment, product, strategy, risk and external partner teams to communicate findings and support decision-making processes.
- Support model validation, documentation and internal review processes, ensuring outputs are well-documented and suitable for governance use.
- Assist in improving existing modelling frameworks, tools and methodologies to increase efficiency, accuracy, transparency and robustness.
- Convert complex quantitative outputs into practical recommendations for senior stakeholders, business partners and governance forums.
Requirements
- Strong analytical capability, with demonstrated ability to solve complex problems, interrogate assumptions and interpret model outputs.
- Proven experience in actuarial analysis, investment and/or financial modelling, insurance pricing and valuation or related analytical roles.
- Ability to translate product, commercial or customer requirements into structured assumptions, model specifications and analytical outputs.
- Strong written and verbal communication skills, with the ability to explain quantitative concepts clearly to technical and non-technical stakeholders.
- High attention to detail and sound judgement in balancing model sophistication, transparency, usability and governance needs.
- Full work rights in Australia.
Skills
- Quantitative modelling
- Analysis of member/product outcomes
- Commercial analysis
- Actuarial analysis
- Investment modelling
- Financial modelling
- Insurance pricing
- Valuation
- Quantitative finance
Location
- Sydney
Work Type
- Hybrid working model
Education Level
- Tertiary qualifications in actuarial science, finance, economics, mathematics, statistics, quantitative finance, engineering or a related discipline is advantageous.
Benefits
- Additional day for your birthday
- 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
About the Company
- 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.
- 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.
Equal Opportunity
- 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.
