Senior Investment Analyst - Investment Management Oversight

FundRock NZ Limited

Wellington, New Zealand
Investment analysis experience
Operational due diligence skills
High-quality governance materials preparation
The role involves in-depth investment and operational analysis to support governance forums and regulatory expectations

Job Summary

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

Matching Summary

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

Skills & Requirements

Must-have

  • Investment analysis experience
  • Operational due diligence skills
  • High-quality governance materials preparation

Nice-to-have

  • AI-enabled productivity tools familiarity
  • Experience with Investment Committee structures
  • Strong understanding of NZ managed funds

Key Requirements

  • 7+ years’ experience in investment analysis
  • Tertiary qualification in Finance or Economics
  • CFA Charter or progress toward CFA Charter preferred

Work Rights

Not specified

Tailored Resume

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