FundRock NZ Limited is seeking an Investment Analyst to support investment management oversight in Wellington, New Zealand. The role involves coordinating oversight activities, maintaining documentation, and ensuring accurate reporting for investment funds
Job Summary
The role supports effective investment oversight by coordinating information flows with delegated investment managers and service providers, maintaining oversight registers and documentation, and contributing to monitoring and reporting outputs that are accurate and audit-ready.
Support the preparation of regular fund performance and integrated monitoring packs by gathering inputs (returns, holdings, risk metrics, commentary), completing first-pass checks, and formatting/quality-controlling pack outputs.
A genuinely unique opportunity to be part of an expanding large global business with competitive remuneration and training opportunities.
Matching Summary
Match Score: 85
FundRock NZ Limited is seeking an Investment Analyst to support investment management oversight in Wellington, New Zealand. The role involves coordinating oversight activities, maintaining documentation, and ensuring accurate reporting for investment funds.
Skills & Requirements
Must-have
Coordinate recurring IMO activities
Maintain central IMO document repositories
Support fund performance reporting
Support due diligence activities
Proficient in Excel and productivity tools
Strong organizational skills and attention to detail
Nice-to-have
Proactive and confident liaising
Collaborative team working style
Disciplined document management practices
Progress toward CFA (or similar)
Key Requirements
1–3 years’ experience in funds management, investment operations, custody/registry/administration, or a regulated financial services environment
Foundational understanding of NZ Managed Funds/Managed Investment Schemes
Relevant tertiary qualification in Finance, Commerce, Economics or Accounting (or equivalent experience)