Investment Planning Lead – Strategy & Analysis (Hybrid)

Tiaki Wai; Lower Hutt; On-site; NZD 112,000 - 158,000; Full time

Benefits offered by this job

WFH up to 2 days

Wellbeing programme

Professional development opportunities

5 weeks leave after 2 years

Job summary

Tiaki Wai is seeking an experienced investment planning professional to help shape long‑term investment priorities for water services. You’ll combine financial analysis, strategic thinking, and organisation-wide collaboration to provide clear, evidence‑based advice that supports sound investment decisions for customers and communities.

You will play a pivotal role in establishing the investment planning BAU during a period of change and growth, working with cross‑functional teams to enable

Qualifications

• Five+ years’ experience in investment planning, financial forecasting or related field.
• A tertiary qualification in accounting, finance, economics, strategic planning, asset management or related discipline.
• Strong financial data analysis skills, preferably with MS Excel.
• Proven ability to collaborate, surface key issues and facilitate decision-making.
• Strong writing and stakeholder management abilities.
• Ability to clearly convey information to diverse audiences.

Responsibilities

• Provide evidence-based investment planning and prioritisation guidance.
• Coordinate across the organisation to surface issues and drive robust decisions.
• Help establish the investment planning BAU during the change and growth phase.
• Communicate clearly with stakeholders to support sound investment choices.

Skills

Financial analysis

Collaboration

Stakeholder management

Written communication

Strategic thinking

Education

Bachelor's in accounting/finance/economics or asset management

Tools

MS Excel

Job description

Tiaki Wai is seeking an experienced investment planning professional to help shape long‑term investment priorities for water services. You’ll combine financial analysis, strategic thinking, and organisation-wide collaboration to provide clear, evidence‑based advice that supports sound investment decisions for customers and communities.

You will play a pivotal role in establishing the investment planning BAU during a period of change and growth, working with cross‑functional teams to enable