Portfolio Analyst - BTNZ Investment Funds

BT Financial Group NZ Ltd; Auckland; Hybrid; NZD 70,000 - 95,000; Full time

Benefits offered by this job

4 weeks standard holiday

Wellbeing leave 5 days

Additional purchased leave up to 4 wks

Banking benefits & superannuation

Job summary

Westpac New Zealand is seeking a Portfolio Analyst to join our investment team. You will gain hands‑on experience supporting diversified portfolios, market research, and reporting, working alongside seasoned Portfolio Managers in a hybrid role.

You will contribute to cashflows, rebalancing, trade execution, and performance commentary, while developing dashboards and investment insights for internal and external stakeholders.

Qualifications

• Strong analytical and numerical skills with attention to detail.
• Ideally one year’s experience within the financial services industry.
• Strong spreadsheet skills; intermediate macro or coding is advantageous.
• Experience with Python, Power BI and other analytics tools.
• Experience using AI tools to support research and analysis.
• Experience with Bloomberg or other market data platforms is advantageous.
• Strong written and verbal communication.
• Proactive, flexible and results‑focused approach.
• Interest in completing CFA or equivalent postgraduate qualification.

Responsibilities

• Support day‑to‑day management of diversified investment portfolios, including cashflows, rebalancing, trade execution and settlements.
• Conduct investment market research and contribute to strategy papers, insights and recommendations.
• Develop and maintain investment indicators and dashboards to support decisions.
• Support external investment manager monitoring and due diligence.
• Prepare performance analysis, investment reporting and market commentary.
• Build relationships with brokers, custodians, fund administrators and other partners.
• Support compliance monitoring, regulatory reporting and sustainable investment analysis.

Skills

Analytical skills

Numerical skills

Spreadsheet skills

Python

Power BI

AI tools

Bloomberg

Communication

Proactive

Education

Tertiary qualification in Finance/Accounting/Economics/Statistics

Tools

Bloomberg

Job description

• Competitive salary
• 10% superannuation
• range of leading employee benefits

• Hybrid role
• centrally located offices in Britomart
• WFH available 5 days wellbeing leave on top of annual leave

Mō te tūranga | About the Role

If you’re passionate about investing and financial markets and looking to take your first real step into portfolio management, this is a unique opportunity to do just that. As a Portfolio Analyst in our BTNZ investment team, you’ll gain hands‑on experience and learn alongside experienced Portfolio Managers. In this role, you’ll support the management of BTNZ’s investment funds, including the Westpac KiwiSaver Scheme and Westpac Active Series Funds, helping the portfolios achieve their investment objectives while supporting Westpac’s broader investment and business goals. Working alongside experienced Portfolio Managers, you’ll gain exposure across portfolio management, investment research, market analysis and reporting. You’ll be involved in everything from monitoring portfolios, managing cashflows and supporting trade execution through to researching markets, developing investment insights and preparing commentary for internal and external stakeholders.

What you’ll be doing:

• Supporting the day‑to‑day management of diversified and wholesale investment portfolios, including cashflows, rebalancing, trade execution and settlements
• Conducting investment market research and contributing to investment strategy papers, insights and recommendations
• Developing and maintaining investment indicators and dashboards to support portfolio decisions
• Supporting external investment manager monitoring and due diligence
• Preparing performance analysis, investment reporting and market commentary
• Building relationships with brokers, custodians, fund administrators, investment managers and other external partners
• Supporting compliance monitoring, regulatory reporting and sustainable investment analysis

Nā tāu rourou | What will you bring?

You’ll bring strong analytical and numerical skills, attention to detail and a genuine interest in investing and financial markets. You’ll be someone who enjoys solving problems, takes initiative and is comfortable working both independently and collaboratively. We’re particularly interested in people who bring:

• A tertiary qualification in Finance, Accounting, Economics or Statistics
• Ideally, at least one year’s experience within the financial services industry
• Strong spreadsheet skills, with intermediate macro or coding capability advantageous
• Experience with, or an interest in developing capability in, Python, Power BI and other analytical tools
• Experience using AI tools to support research and analysis
• Experience with Bloomberg or other financial market data platforms would be advantageous.
• Strong written and verbal communication skills
• A proactive, flexible and results‑focused approach
• An interest in completing, or having commenced, a CFA or equivalent postgraduate qualification

Westpac Hei Wāhi Mahi | Working at Westpac

• 4 weeks standard holiday
• 5 additional days of wellbeing leave to support you to be your best
• Additional purchased leave options up to 4 weeks per year
• Banking benefits, insurance discounts and superannuation scheme
• Growth and development opportunities with a strong focus on internal mobility
• Recognition and reward programmes for outstanding performance
• School holiday subsidy to help support work‑life balance
• 2 volunteer days per year
• Ko

Ko mātou tēnei | Our Organisation

At Westpac, we’re working together to build a fairer and stronger NewZealand for our people, customers, and communities. For over 160years we’ve been driven by our purpose to Create Better Futures Together. What makes us unique are the incredible people we’re lucky enough to have walk through our doors every day. The giant ‘W’ on our building doesn’t just stand for Westpac – it says, double you. We’re a place that values, rewards and recognises individuality. Where you can be your whole self, your true self, and your best self. We’re recognised as a place where talent is developed, where passions are fuelled and where ambitions of all shapes and sizes thrive. And it all starts with you! Tono mai ināianei!

The people of Aotearoa, NewZealand hail from many cultures and backgrounds. At Westpac NewZealand, we draw on this enormous talent pool to cultivate a team rich in ability and empowered to reach its full potential. Our aim is to be brave challengers, celebrating our differences and relentlessly advocating for our customers. It starts with us – we believe that when we care deeply and do our best for our people, they’ll do their best for our customers.

We encourage people from all walks of life to apply, including those who are neurodivergent, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities.

Mahi tahi tātou, kaha ake tātō

Together Greater

Applications close:7 November2026 Our culture is rich with stories of how our people like to help, our customers, our community and each other. This is reflected through flexible working arrangements to ensure that our people have a balance in their life with those things that are important to them. Through ensuring that we provide opportunities to everyone regardless of what society throws at them, we are a safe place to work where you are treated equally and appreciated.