Investment Analyst - Investment Management Oversight

Apexgroup Inc

Wellington, New Zealand
Competitive remuneration commensurate with skills ...
1-3 years funds management experience
Proficient in excel and productivity tools
Strong organisational skills and attention to detail
The role supports effective investment oversight by coordinating information flows with delegated investment managers and service providers

Job Summary

  • The role supports effective investment oversight by coordinating information flows with delegated investment managers and service providers.
  • Candidates will maintain central IMO document repositories to ensure records are complete, version controlled, and audit-ready.
  • The company offers competitive remuneration, training opportunities, and a chance to join an expanding large global business.

Matching Summary

The role supports effective investment oversight by coordinating information flows with delegated investment managers and service providers.

Salary

Competitive remuneration commensurate with skills and experience; Not specified; Training and development opportunities included

Skills & Requirements

Must-have

  • 1-3 years funds management experience
  • Proficient in Excel and productivity tools
  • Strong organisational skills and attention to detail
  • Experience with NZ Managed Funds/Managed Investment Schemes
  • Ability to coordinate recurring reporting packs

Nice-to-have

  • Progress toward CFA or similar certification
  • Willingness to develop knowledge of delegated manager models
  • Ability to use AI-enabled tools responsibly
  • Confident written communication skills
  • Collaborative team working style

Key Requirements

  • 1–3 years' experience in funds management or regulated financial services
  • Relevant tertiary qualification in Finance, Commerce, Economics or Accounting
  • Foundational understanding of NZ Managed Funds/Managed Investment Schemes

Work Rights

Not specified

Tailored Resume

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