Client Portfolio Reporting Analyst — Flexible Work Options

Craigs Investment Partners; Tauranga; On-site; NZD 60,000 - 85,000; Full time

Benefits offered by this job

Additional leave

Sick and bereavement leave from day 1

Parental leave top up

Long service leave

Annual health check and flu vaccines

Flexible work options

Savings benefits and preferential ins.

Job summary

Craigs Investment Partners in Tauranga invites applications for a Client Portfolio Reporting Administrator to join our Portfolio Reporting team based at our Head Office in Tauranga. This permanent, full-time role works Monday to Friday and focuses on ensuring the accuracy of daily client, security, price, and transactional feeds to our reporting systems.

You will help deliver regular and ad-hoc reports, maintain databases, and support premier clients and CIP management with reliable data.

Qualifications

• Processing and ensuring the accuracy of daily client, security, price, and transactional feeds to the portfolio reporting system.

Responsibilities

• Deliver and manage reports, including maintaining databases that support regular and ad-hoc reporting for premier clients and CIP management.

Job description

Craigs Investment Partners in Tauranga invites applications for a Client Portfolio Reporting Administrator to join our Portfolio Reporting team based at our Head Office in Tauranga. This permanent, full-time role works Monday to Friday and focuses on ensuring the accuracy of daily client, security, price, and transactional feeds to our reporting systems.

You will help deliver regular and ad-hoc reports, maintain databases, and support premier clients and CIP management with reliable data.