James Levien
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James Levien Email & Phone Number

Senior Investment Analyst at Commonwealth Bank
Location: Sydney, New South Wales, Australia 7 work roles 4 schools
1 work email found @cba.com.au LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@cba.com.au
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Current company
Commonwealth Bank
Role
Senior Investment Analyst
Location
Sydney, New South Wales, Australia
Company size
33550 employees

Who is James Levien? Overview

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Quick answer

James Levien is listed as Senior Investment Analyst at Commonwealth Bank, a with 33550 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at cba.com.au and a matched LinkedIn profile for James Levien.

James Levien previously worked as Senior Analyst at Mj Hudson Allenbridge and Alternatives Portfolio Manager at Aerion Fund Management. James Levien holds Bachelor Of Commerce (B.Com.), Accounting And Finance, 74 from University Of New South Wales.

Company email context

Email format at Commonwealth Bank

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{first}.{last}@cba.com.au
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Profile bio

About James Levien

Investment analyst with extensive due diligence experience covering multiple asset classes within managed funds. Further research proficiency gained within listed equities research. A passion for macroeconomics and financial markets results in a well-rounded portfolio construction skillset, with investment management experience gained at one of the United Kingdom’s largest pension schemes.

Listed skills include Portfolio Management, Capital Markets, Investment Strategies, Valuation, and 7 others.

Current workplace

James Levien's current company

Company context helps verify the profile and gives searchers a useful next step.

Commonwealth Bank
Commonwealth Bank
Senior Investment Analyst
australia
Website
commbank.com.au
Employees
33550
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7 roles

James Levien work experience

A career timeline built from the work history available for this profile.

Senior Investment Analyst

Current
Commonwealth Bank

Sydney, Australia

Commonwealth Private (mid-2021 onwards):- Co-portfolio manager of Australian Listed Equities portfolio.- Research and management of Australian equities managed funds portfolio. Commonwealth Financial Planning (until mid-2021): - Research and review of existing and prospective fund managers across all asset classes. - Development and management of investment model portfolios for use by financial planning advisers.- Assistance to advisers and presentation of related training.

Oct 2017 - Present

Global Travel

Travelling prior to moving back to Australia.

Dec 2016 - May 2017

Senior Analyst

Mj Hudson Allenbridge

London, United Kingdom

- Due diligence on UK tax efficient products.- Institutional investment advisory including due diligence, manager selection and portfolio construction.**Returned to live in Sydney, Australia.

Mar 2016 - Dec 2016

Alternatives Portfolio Manager

Aerion Fund Management

London, United Kingdom

- Management of a £1.2bn alternatives portfolio with investments across hedge funds, alternative beta strategies, real assets, illiquid assets and alternative credit. - Generation and implementation of tactical trading ideas. - Evaluation of co-investment opportunities for the private equity portfolio.** Firm acquired and subsequently dissolved - all staff relieved of duty.

Mar 2015 - Feb 2016

Investment Analyst, Private Bank

Commonwealth Bank

Sydney, Australia

- Managed Funds: Managed the research effort autonomously following the departure of the Head of Managed Funds in January 2014. Due diligence of asset managers across all asset classes to assist in the construction of the managed fund model portfolio. - Australian Listed Equities: Retail, gaming and media sector research (2012/13).

May 2012 - Dec 2014

Associate Equities Analyst

Morningstar

Sydney, Australia

- Equities: Retail sector: fundamental equity analysis.- Data: Analysis of financial statements for institutional investors (2008/09).

Sep 2008 - Apr 2012

Paraplanning

Commonwealth Bank

Sydney, Australia

Preparation of Statements of Advice for financial planners. Assisted financial planners with formulating client strategies.

Feb 2007 - Aug 2008
Team & coworkers

Colleagues at Commonwealth Bank

Other employees you can reach at commbank.com.au. View company contacts for 33550 employees →

AJ Albert Jones Albert Jones Colleague at Commonwealth BankGreater Sydney Area, Australia View → LS Lee Stoneman Lee Stoneman Colleague at Commonwealth BankFrankston South, Victoria, Australia View → FC Frank Caia Mob Frank Caia Mob Colleague at Commonwealth BankGreater Melbourne Area, Australia View → SM Sellya Muzwar Sellya Muzwar Colleague at Commonwealth BankJakarta, Indonesia View → ML Monica Lainu Monica Lainu Colleague at Commonwealth BankPerth, Western Australia, Australia View → MM Melody Matthews Melody Matthews Colleague at Commonwealth BankBrisbane, Queensland, Australia View → PV Payal Verma Payal Verma Colleague at Commonwealth BankBengaluru, Karnataka, India View → WS William Stevenson William Stevenson Colleague at Commonwealth BankNew York, United States View → DH David Hancock David Hancock Colleague at Commonwealth BankGreater Sydney Area, Australia View → AA Annie An Annie An Colleague at Commonwealth BankGreater Melbourne Area, Australia View →
4 education records

James Levien education

Bachelor Of Commerce (B.Com.), Accounting And Finance, 74

University Of New South Wales

6 Core Courses Finance: Capital Markets and Financial Institutions, Business Finance, Law of Banking and Finance, International Business.

Master'S Degree, Applied Finance, 74.4

Macquarie University

Courses: Financial Instruments, Investments, Corporate Finance, Financial Risk Management, Legal Risk in Finance, Debt Capital Markets.

Education record

Cranbrook School
FAQ

Frequently asked questions about James Levien

Quick answers generated from the profile data available on this page.

What company does James Levien work for?

James Levien works for Commonwealth Bank.

What is James Levien's role at Commonwealth Bank?

James Levien is listed as Senior Investment Analyst at Commonwealth Bank.

What is James Levien's email address?

AeroLeads has found 1 work email signal at @cba.com.au for James Levien at Commonwealth Bank.

Where is James Levien based?

James Levien is based in Sydney, New South Wales, Australia while working with Commonwealth Bank.

What companies has James Levien worked for?

James Levien has worked for Commonwealth Bank, Mj Hudson Allenbridge, Aerion Fund Management, and Morningstar.

Who are James Levien's colleagues at Commonwealth Bank?

James Levien's colleagues at Commonwealth Bank include Albert Jones, Lee Stoneman, Frank Caia Mob, Sellya Muzwar, and Monica Lainu.

How can I contact James Levien?

You can use AeroLeads to view verified contact signals for James Levien at Commonwealth Bank, including work email, phone, and LinkedIn data when available.

What schools did James Levien attend?

James Levien holds Bachelor Of Commerce (B.Com.), Accounting And Finance, 74 from University Of New South Wales.

What skills is James Levien known for?

James Levien is listed with skills including Portfolio Management, Capital Markets, Investment Strategies, Valuation, Investments, Risk Management, Financial Risk, and Finance.

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