Fund manager

Aotearoa New Zealand Association of Social Workers; Auckland; On-site; NZD 120,000 - 180,000; Full time

Job summary

United Capital Investment Limited in Auckland, New Zealand is seeking an experienced Fund Manager to join our investment management team. You will play a key role evaluating opportunities, managing portfolios, conducting research and due diligence, and monitoring performance to support governance.

We look for candidates with a NZ Certificate in Financial Services (Level 5) - Investment strand or equivalent, plus proven experience in investment management and strong quantitative skills.

Qualifications

• NZ Certificate in Financial Services Level 5 (Investment strand) or AFA experience.
• Proven experience in investment management, research and due diligence.
• Strong financial and quantitative analytics; knowledge of NZ regulatory environment.

Responsibilities

• Identify and evaluate potential investment opportunities.
• Monitor portfolios and performance against benchmarks.
• Prepare investment papers and recommendations for committees.
• Support governance and asset allocation decisions.

Skills

Investment management

Portfolio management

Investment research

Financial analysis

Regulatory knowledge

Education

NZ Certificate Level 5 - Investment

Finance/Economics degree

Job description

United Capital Investment Limited is seeking an experienced Fund Manager to join the investment management team. The successful candidate will play a key role in evaluating investment opportunities, managing investment portfolios, conducting investment research and due diligence, monitoring investment performance, and supporting the company's investment governance framework.

Key responsibilities

• Identifying, researching and evaluating potential investment opportunities.
• Conducting detailed investment analysis and due diligence.
• Assessing investment fundamentals, expected returns, risks, liquidity and investment time horizons.
• Preparing investment papers and recommendations for the Investment Committee.
• Managing and monitoring investment portfolios in accordance with approved investment mandates and strategies.
• Reviewing portfolio performance and recommending appropriate investment actions.
• Supporting portfolio construction, diversification and asset allocation decisions.
• Monitoring market conditions, economic developments and investment trends.
• Reviewing investment valuations and performance against appropriate benchmarks and investment objectives.
• Maintaining appropriate investment records and supporting investment governance processes.

About you

• New Zealand Certificate in Financial Services (Level 5) - Investment strand, or an equivalent recognised investment qualification; or previous experience as an Authorised Financial Adviser (AFA) with relevant investment experience under the former New Zealand financial adviser regime.
• Demonstrated professional experience in investment management, fund management, portfolio management, investment research, investment analysis or investment advisory.
• Strong understanding of investment products, financial markets and portfolio management principles.
• Practical experience in assessing investment opportunities and preparing investment recommendations.
• Strong financial and quantitative analytical skills.
• Understanding of investment risk management, diversification and portfolio monitoring.
• Knowledge of New Zealand's financial services and investment regulatory environment.
• Strong written and verbal communication skills.
• High standards of professional judgement, integrity and confidentiality.
• A degree in Finance, Accounting, Economics, Investment, Commerce or a related discipline would be advantageous.

About us

United Capital Investment Limited is an investment management company based in Auckland, New Zealand.