Portfolio Analyst - BTNZ Investment Funds

Westpac New Zealand; 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 & insurance discounts

Superannuation scheme

Internal mobility opportunities

Volunteer days (2 per year)

Job summary

Westpac New Zealand is seeking a Portfolio Analyst to join the BTNZ investment team. You will gain hands-on experience alongside Portfolio Managers, supporting diversified portfolios including KiwiSaver and Active Series Funds.

The role offers exposure to market analysis, cashflow management and trade support in a collaborative hybrid setup. You'll bring analytical and numerical skills, a finance-related degree, and an interest in financial markets.

Qualifications

• Strong analytical and numerical skills with attention to detail.
• Willingness to learn and support portfolio management and research activities.
• Experience or interest in financial markets and investment processes.

Responsibilities

• Support day-to-day management of diversified investment portfolios.
• Conduct investment market research and contribute to strategy papers.
• Develop dashboards and indicators to support portfolio decisions.
• Assist in external investment manager monitoring and due diligence.
• Prepare performance analysis and market commentary.
• Build relationships with brokers, custodians and fund administrators.
• Support compliance monitoring and regulatory reporting.

Skills

Analytical skills

Numerical skills

Attention to detail

Communication skills

Education

Finance / Accounting / Economics / Statistics degree

Tools

Python

Power BI

AI 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

In addition to immersing yourself in a supportive team environment, you'll receive some great job perks and benefits including:

• 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 mātou tēnei | Our Organisation

At Westpac, we're working together to build a fairer and stronger New Zealand for our people, customers, and communities. For over 160 years 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!

The people of Aotearoa, New Zealand hail from many cultures and backgrounds. At Westpac New Zealand, 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