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Position: Senior Consultant  

Reports to: Client Director

Business Unit: DBM Atlas Insurance team  

Location: Melbourne (preferably) although Sydney also acceptable

The Company

Operating across 49 global markets and with offices on 4 continents, RFI Global is the leading data-driven insights provider and thought leader to the financial services industry.

Over 16 years RFI has maintained its fast growth start up mentality and provides a completely dynamic environment where creative and innovative thinkers can thrive.

We are looking for a Senior Consultant with an entrepreneurial mindset to be part of this growth. You will be joining a highly diverse business which boasts over 30 nationalities as part of its core team. We are offering an exciting opportunity to be part of an expanding team, with an attractive and highly competitive benefits structure and fantastic career opportunities.   

The Role

This is an exciting senior role within our DBM Atlas team, focused on serving our insurance clients. You will be integral in driving the team forward, being focused on exceeding client expectations in all forms of delivery, identifying and implementing research and operational best practice and mentoring more junior members of the team. Insurance is a key growth category for RFI and you will be instrumental in ensuring the business capitalizes on the opportunity.

Key Responsibilities

• Managing the relationship with various insurance clients and delivering outstanding customer service to those clients; including timely delivery of all reports, client queries and ad-hoc analysis requests ensuring they are provided to clients on time/in accordance with SLAs, to the expected standard and without error
• Maintaining deep understanding of the client’s strategic priorities, NPS performance and drivers
• Advancing the depth and actionability of insight provided to clients
• Producing periodic deep-dive reports and presentations for key clients end-to-end; including client briefing & consultation, solution scoping, analysis planning, data production, insight and report generation.
• Receiving briefings for ad hoc deliverables and communicating requirements and expectations to the Client Director/Senior Director
• Owning the execution of low-medium complexity adhoc analysis requests for insurance clients
• Providing support to Client Director on higher complexity adhoc analysis requests
• Supporting internal teams in the enhancement of production, QA processes and output including through automated production techniques
• Monitoring use of adhoc hours including determining hours required to complete tasks, communication and agreement of hours and adherence to agreed hours during production process
• Contributing to the identification of opportunities to improve the way clients are serviced and to enhance client value
• Liaising with clients on prioritization of tasks based on team capacity and workload
• Liaising with external providers associated with client deliverables
• Identifying and implementing innovative research approaches and methodologies
• Cascading subject matter expertise through the account team and broader business
• Leading training sessions and implementing ongoing internal training programs and knowledge sharing
• Assisting in putting together SOWs, sales pitches etc. in collaboration with Sales and Client Success teams
• Organising and conducting regular monthly client WIPs meetings and presentations
• Coaching and development of team members ensuring they are engaged and fulfilled in their careers at RFI.

• Experience in a research agency environment or research role.
• Experience working with banks / financial services providers.
• An ability to focus on client service above all else.
• Experience of using data and research to deliver customer insights.
• Experience managing primary research from the design stage through delivery.
• Experience managing of external panel suppliers.
• Experience presenting research and insights to clients at a senior management level.
• A desire to work on your own in a fast-moving environment, with an entrepreneurial focus.
• The ability to lead, engage and drive a high performing team.
• The ability to work and communicate effectively.
• Experience of using data/research software such as SPSS and Q
• Excellent leadership and organisational skills.
• The ability to challenge the status quo and think outside the box.

• Competitive salary
• Discretionary Bonus
• Opportunity to work with a global team in a fast paced, fast growth business
• Hybrid working
• 25 Days Holiday
• 2 Days Charity Leave
• Birthday Leave
• Social Events

• We embed quantitative analytics within highly critical platforms in the Institutional Banking and Markets (IB&M) division of CBA!

• You are a quantitative developer/engineer/analyst or exceptional software engineer with a strong numerical or data analytics skillset in Python, and exposure to modern software engineering practice!

• Together we can build a robust and automated business on top of our industry leading financial tech stack!

See yourself in our team

IB&M is responsible for managing the Group’s relationships with major corporate and government clients and institutional investors, and provides a full range of capital raising, transactional and risk management products and services.

IB&M’s success will be achieved through the effective implementation of our strategic initiatives. QDAT’s (Quants, Data, Analytics and Technology) purpose is to power, transform & grow IB&M, supporting its strategy via a centre of excellence using data, mathematics, insights, and technology to deliver exceptional results for our clients and the wider Group.

Do work that matters

Armed with a Python-based state-of-the-art financial platform and streamlined continuous integration/deployment pipeline, you will be responsible for automating our business end-to-end, ultimately providing insights to our customers, the team, and our stakeholders. As a talented, valuable team player and self-motivated Quantitative Engineer you will bring your skills in Python and data-focused analytics or application development.

On a day-to-day basis

• You will be part of a nimble team of high-performing engineers going above and beyond, to build creative solutions that deliver impactful outcomes to solve our customers’ most complex financial operational and business problems

• Utilise your quantitative skillset to put data at the heart of decision making

• Enable our business to scale through your software engineering skills

• Your commitment to automate and manage all risks (Financial / operational) will enable our business to endure

• Digitalise IB&M’s end-to-end deal life cycle from origination through to credit approval to in-life monitoring through to refinancing

We are interested in hearing from people who have

Please note that we’re interested in hearing from people who might not meet all the following criteria. We’re open to working with the right candidate to fill any skill gaps during your journey at CommBank. 

• Demonstrated expertise in numerical skills, quantitative methods

• Sound understanding of financial markets and/or corporate & institutional lending products is advantageous

• Proven experience with best-practice software engineering with a high level of software engineering knowledge and ability

• Expertise as a Quantitative Developer in delivering insights and analysis to improve financial and operational risk posture

• Commercial focus to allow our business to maximise profitable growth and customer satisfaction outcomes

• An innate ability to effectively communicate with all stakeholders from sales to technical leadership groups

• Continuously striving to learn new skills along with a positive ‘Can-do’ attitude

Working with us

We support our people with the flexibility to balance where work is done with at least half your time each month connecting in our Sydney office.

We also have many other flexible working options available including changing start and finish times, part-time arrangements and job share to name a few. Talk to us about how these arrangements might work for you. 

If this sounds like you, please apply now!