Senior Investment Analyst - Investment Management Oversight

FundRock NZ Limited

Wellington, New Zealand
Competitive remuneration commensurate with skills ...
Investment analysis
Portfolio oversight
Investment risk management
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 executing due diligence in all aspects

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 executing due diligence in all aspects.
  • The Senior Investment Analyst will lead and support due diligence on outsourced investment managers, prepare fund performance and monitoring reviews, and contribute to the development of oversight procedures and frameworks.
  • Apexgroup Inc offers a unique opportunity to be part of an expanding global business with competitive remuneration, 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 executing due diligence in all aspects.

Salary

Competitive remuneration commensurate with skills and experience; Not specified; Not specified

Skills & Requirements

Must-have

  • investment analysis
  • portfolio oversight
  • investment risk management
  • fund research
  • manager oversight
  • AI-enabled productivity tools

Nice-to-have

  • inclusive approach
  • passionate and welcoming team
  • positive impact on society and planet

Key Requirements

  • 7+ years' experience
  • Strong understanding of NZ managed funds/MIS structures
  • Demonstrated capability across all investment asset classes
  • Experience preparing high-quality governance materials
  • Familiarity with operational due diligence
  • Tertiary qualification in Finance, Economics or related discipline

Work Rights

Not specified

Tailored Resume

Cover Letter