Investment Analyst

Apex Group; Auckland; On-site; NZD 60,000 - 100,000; Full time

Job summary

An ambitious and growing company is seeking a dedicated investment professional to join their multicultural team. This role involves managing daily trading activities, supporting regulatory documentation, and conducting research for new investment products. The ideal candidate will have over three years of experience in the financial services industry, a Bachelor's degree in Finance or Economics, and strong communication and strategic thinking skills. Join a passionate team that values talent development and offers tailored benefits to enhance your career in a dynamic environment.

Benefits

Education Support

In-house Training Programs

Sponsorship Opportunities

Qualifications

• 3+ years in financial services with strong investment knowledge.
• Bachelor's in Finance or Economics; CFA/CAIA progress is a plus.

Responsibilities

• Manage daily trading and currency hedging for investment funds.
• Support regulatory documentation and conduct investment research.

Skills

Financial Services Experience

Investment Knowledge

Research Skills

Communication Skills

Strategic Thinking

Digital Proficiency

Education

Bachelor's Degree in Finance or Economics

CFA or CAIA Certification (desirable)

Job description

FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their domestic market.

We invest in our people, enabling you to develop your skills and build on your experience.

If you like the idea of working for an ambitious and growing company, as part of a multicultural team, we are the place for you.

Positioned within the investment team, this role is primarily responsible for supporting the daily management of the various investment products available on the InvestNow online investment platform. The management of investments encompasses three distinct business lines: externally managed products on the InvestNow Retail Platform, which currently includes PIE managed funds, Australian unit trusts, exchange-traded funds (ETFs), and bank term deposits; as well as two internally managed investment schemes: the multi-manager InvestNow KiwiSaver Scheme and InvestNow’s proprietary investment offerings, the Foundation Series Funds.

Job Responsibilities:

The role duties and responsibilities will include but are not limited to the following:

• Manage daily security trading and currency hedging activities for the Foundation Series Funds.
• Support the production and maintenance of regulatory documentation for InvestNow’s internally managed investment schemes, including fund disclosure materials (Product Disclosure Statements, Offering Memoranda, and Statements of Investment Policy and Objectives), quarterly fund updates, and climate-related disclosures.
• Conduct research and due diligence to support the curation and launch of new investment products on the InvestNow platform.
• Maintain accurate and up-to-date investment-related information within InvestNow’s product suite, including fund disclosure materials and performance metrics.
• Facilitate the preparation of materials and agendas for InvestNow’s quarterly Investment Committee meetings, including regular reporting on the underlying funds and investment managers.
• Provide technical expertise to support the development of content for InvestNow’s channels, including investment-related guides and insights.
• Conduct regular oversight and reporting on the funds and investment managers associated with InvestNow.

Skills Required:

Experience And Knowledge

• Over three years of experience in the financial services industry.
• Bachelor’s degree in Finance or Economics; certification or progress toward the CFA or CAIA is highly desirable.
• In-depth understanding of investments, fund management, and capital markets.
• Demonstrated experience in conducting both quantitative and qualitative research on investment products.
• Excellent writing and communication skills.
• Strong strategic thinking capabilities, commercial acumen, and sound judgment.
• Proficient in investment platform operations, demonstrating a strong digital proficiency.

Personal Attributes:

• Demonstrated ability to learn quickly and adapt to new information and environments.
• Proactive individual who takes ownership and responsibility with minimal supervision.
• Capable of functioning effectively within a collaborative, team-oriented environment.
• Innovative thinker who embraces change and seeks creative solutions.
• Skilled in setting and managing priorities effectively.
• Excellent interpersonal skills, fostering positive relationships with colleagues and stakeholders.
• Driven to achieve personal and team aspirations.
• Self-motivated and capable of directing one's own work.
• Strong attention to detail, ensuring accuracy and precision in all tasks.

As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.