Investment Analyst - Investment Management Oversight

FundRock NZ Limited

Wellington, New Zealand
Competitive remuneration commensurate with skills ...
Coordination of monitoring cycles
Maintain document repositories
Support due diligence
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.
  • Responsibilities include maintaining oversight registers and documentation, and contributing to monitoring and reporting outputs that are accurate and audit-ready.
  • Apexgroup Inc offers a competitive remuneration package, training and development opportunities, and a chance to join a passionate and welcoming team.

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; Education support, sponsorship and in-house training programs

Skills & Requirements

Must-have

  • Coordination of monitoring cycles
  • Maintain document repositories
  • Support due diligence
  • Proficient in Excel
  • Organisational skills and attention to detail

Nice-to-have

  • Proactive and confident communication
  • Collaborative team working style
  • Willingness to develop knowledge
  • Progress toward CFA

Key Requirements

  • 1-3 years' experience in funds management
  • Foundational understanding of NZ Managed Funds
  • Experience producing recurring reporting packs
  • Relevant tertiary qualification or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter