Senior Investment Analyst - Investment Management Oversight

Apex Group Ltd

Wellington, New Zealand
Competitive remuneration commensurate with skills;...
7+ years investment analysis experience
Nz managed funds and mis structure knowledge
Investment committee governance experience
The role is responsible for leading in-depth investment and operational analysis while maintaining monitoring frameworks to support governance forums

Job Summary

  • The role is responsible for leading in-depth investment and operational analysis while maintaining monitoring frameworks to support governance forums.
  • Candidates will prepare regular fund performance reviews and integrated monitoring reports highlighting key themes, outliers, and emerging risks.
  • The company offers competitive remuneration, training opportunities, and a chance to join a passionate global network focused on positive societal impact.

Matching Summary

The role is responsible for leading in-depth investment and operational analysis while maintaining monitoring frameworks to support governance forums.

Salary

Competitive remuneration commensurate with skills; Training and development opportunities included; Education support and sponsorship available

Skills & Requirements

Must-have

  • 7+ years investment analysis experience
  • NZ managed funds and MIS structure knowledge
  • Investment Committee governance experience
  • AI-enabled productivity tools proficiency
  • Liquidity risk oversight and stress testing

Nice-to-have

  • CFA or CAIA charter progress
  • Experience with delegated model oversight
  • Strong written communication skills
  • Collaborative team approach
  • Interest in corporate social responsibility

Key Requirements

  • 7+ years experience in investment analysis or portfolio oversight
  • Tertiary qualification in Finance, Economics or related discipline
  • CFA Charter or progress toward CFA strongly preferred
  • Demonstrated capability across all investment asset classes
  • Familiarity with operational due diligence concepts

Work Rights

Not specified

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