Investment Analyst - Investment Management Oversight

Apex Group

Wellington, New Zealand
1–3 years’ experience in funds management
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.
  • You will maintain oversight registers and documentation, contributing to monitoring and reporting outputs that are accurate and audit-ready.
  • As a vital team member, you'll join a passionate and welcoming team in a global business.

Matching Summary

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

Skills & Requirements

Must-have

  • 1–3 years’ experience in funds management
  • Proficient in Excel and productivity tools
  • Strong organisational skills and attention to detail

Nice-to-have

  • Confident written communicator
  • Proactive and confident liaising
  • Strong collaborative team working style

Key Requirements

  • Relevant tertiary qualification in Finance, Commerce, Economics or Accounting
  • Progress toward CFA or similar advantageous

Work Rights

Not specified

Tailored Resume

Cover Letter