Senior Investment Analyst - Investment Management Oversight

The Apex Group

Wellington, New Zealand
7+ years of investment analysis experience
Strong understanding of nz managed funds
Experience preparing governance materials
The role involves in-depth investment and operational analysis to support governance and regulatory expectations

Job Summary

  • The role involves in-depth investment and operational analysis to support governance and regulatory expectations.
  • You will lead due diligence on outsourced investment managers and prepare performance reviews.
  • The company offers competitive remuneration and opportunities for training and development.

Matching Summary

The role involves in-depth investment and operational analysis to support governance and regulatory expectations.

Skills & Requirements

Must-have

  • 7+ years of investment analysis experience
  • Strong understanding of NZ managed funds
  • Experience preparing governance materials

Nice-to-have

  • Exposure to Investment Committee structures
  • Familiarity with operational due diligence
  • Confidence using AI-enabled tools

Key Requirements

  • Tertiary qualification in Finance or Economics
  • CFA Charter or progress toward CFA Charter preferred

Work Rights

Not specified

Tailored Resume

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