Senior Investment Analyst - Investment Management Oversight

FundRock NZ Limited

Wellington, New Zealand
Competitive remuneration commensurate with skills ...
7+ years investment analysis experience
Nz managed funds mis structures knowledge
Investment committee governance materials preparation
The role is responsible for in-depth investment and operational analysis, maintenance of monitoring frameworks, and production of high-quality oversight reporting to support governance forums

Job Summary

  • The role is responsible for in-depth investment and operational analysis, maintenance of monitoring frameworks, and production of high-quality oversight reporting to support governance forums.
  • Candidates must lead and support initial, ongoing, and thematic due diligence on outsourced investment managers while preparing regular fund performance and integrated monitoring reviews.
  • The company offers a genuinely unique opportunity to join an expanding large global business with competitive remuneration and extensive training and development opportunities.

Matching Summary

The role is responsible for in-depth investment and operational analysis, maintenance of monitoring frameworks, and production of high-quality oversight reporting to support governance forums.

Salary

Competitive remuneration commensurate with skills and experience; Not specified; Training and development opportunities included

Skills & Requirements

Must-have

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

Nice-to-have

  • CFA Charter or progress toward CFA
  • CAIA certification valued
  • Experience with related-party benefit transactions
  • Strong analytical and operational support skills
  • Confidence in regulatory compliance frameworks

Key Requirements

  • 7+ years experience in investment analysis or portfolio oversight
  • Tertiary qualification in Finance, Economics or related discipline
  • Strong understanding of NZ managed funds/MIS structures
  • Demonstrated capability across all investment asset classes
  • Familiarity with operational due diligence and controls assurance concepts

Work Rights

Not specified

Tailored Resume

Cover Letter