Competitive remuneration commensurate with skills ...
On-site
Investment and operational analysis
Monitoring frameworks and scorecards
Due diligence on outsourced investment managers
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.
Prepare regular fund performance and integrated monitoring reviews (performance, risk, mandate alignment), highlighting key themes, outliers and emerging risks.
A genuinely unique opportunity to be part of an expanding large global business with competitive remuneration and 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
Skills & Requirements
Must-have
investment and operational analysis
monitoring frameworks and scorecards
due diligence on outsourced investment managers
fund performance and integrated monitoring reviews
liquidity risk oversight
AI-enabled productivity and analysis tools
Nice-to-have
positive impact on people, society and the planet
passionate and welcoming team
Key Requirements
7+ years’ experience in investment analysis, portfolio oversight, investment risk, fund research or manager oversight
Strong understanding of NZ managed funds/MIS structures
Demonstrated capability across all investment asset classes