Base: competitive remuneration commensurate with s...
Investment analysis and portfolio oversight
Due diligence on outsourced investment managers
Fund performance and risk monitoring
The role is responsible for in-depth investment and operational analysis, maintenance of monitoring frameworks and scorecards, and production of high-quality oversight reporting to support governance forums, assurance requirements and regulatory expectations
Job Summary
The role is responsible for in-depth investment and operational analysis, maintenance of monitoring frameworks and scorecards, and production of high-quality oversight reporting to support governance forums, assurance requirements and regulatory expectations.
You will lead and support due diligence on outsourced investment managers, prepare fund performance reviews, and contribute to the development of investment management oversight procedures and guidelines.
A genuinely unique opportunity to be part of an expanding large global business with competitive remuneration and training and development opportunities.
Matching Summary
The role is responsible for in-depth investment and operational analysis, maintenance of monitoring frameworks and scorecards, and production of high-quality oversight reporting to support governance forums, assurance requirements and regulatory expectations.
Salary
Base: Competitive remuneration commensurate with skills and experience; Bonus/Equity: Not specified; Benefits: Training and development opportunities
Skills & Requirements
Must-have
investment analysis and portfolio oversight
due diligence on outsourced investment managers
fund performance and risk monitoring
investment management oversight frameworks
liquidity risk oversight and stress testing
investment-related disclosure review
manager oversight and delegated model
Nice-to-have
experience with Investment Committee governance
operational due diligence and controls assurance
confidence using AI-enabled productivity tools
strong understanding of NZ MIS structures
collaborative and inclusive team approach
Key Requirements
7+ years investment analysis experience
strong understanding of NZ managed funds/MIS structures