Portfolio Reporting Administrator

Craigs Investment Partners Limited; Tauranga, Auckland; Hybrid; NZD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive Health Insurance

Craigs Community/ Volunteer Day

Additional week of leave (conditions)

Parental leave - 26 weeks’ pay ‘top up

Long service leave

Flexible work options

Savings benefits and preferential 보험

Job summary

Craigs Investment Partners in Tauranga seeks a proactive Portfolio Reporting Administrator to join the Portfolio Reporting team. This permanent, full-time role handles daily client data feeds, pricing and transactional data, ensuring accuracy and reliability across our reporting system.

Based at head office in Tauranga, you will support management with timely, high-quality reports. The role requires experience in reporting, strong numerical accuracy, and excellent communication.

Qualifications

• Experience in reporting with ability to communicate core concepts.
• Ability to manage databases with high numerical accuracy.
• Investigate, review and improve reporting systems and processes.

Responsibilities

• Process and ensure the accuracy of daily client, security, price and transactional feeds.
• Maintain reliable and accurate databases supporting portfolio reporting.
• Deliver regular and ad-hoc reports to premier clients and management.
• Identify improvements to reporting systems and processes.

Skills

Reporting

Database management

Numerical accuracy

Communication skills

Tools

SQL

Job description

Skip to main content About Us / Careers / Job Vacancies

Portfolio Reporting Administrator

• Tauranga
• Permanent
• Closes: 09/10/26

About the role

An opportunity has arisen for a Client Portfolio Reporting Administrator to join our Portfolio Reporting team working, based in our Head Office, Tauranga. Our Portfolio Reporting team is an integral part of Craigs Investment Partners (CIP) providing key reporting services to our premier clients and to CIP’s management. This is permanent full-time position working Monday to Friday.

The Portfolio Reporting Administrator is responsible for processing and ensuring the accuracy of the daily client, security, price, and transactional feeds to our portfolio reporting system(s) and maintaining reliable and accurate databases.

This role encompasses the delivery of reports, including the management of the databases(s) that support the regular and ad-hoc reporting to these premier clients and to management.

About you

As this role has exposure across multiple client entities, this role would ideally suit someone with prior experience in the Finance Sector.

We are looking for someone who has experience in reporting, with an ability to communicate core concepts, successfully managing a database with a high degree of accuracy in numerical data and client information, and an ability to investigate, review, and improve reporting systems and processes.

The successful candidate will have strong organisational, administrative and communication skills (both written and verbal). You will be technically savvy with an affinity for picking up new systems and processes quickly and enjoy solving problems. You should be a Team player with strong resilience. We are looking for a self-starter.

Benefits

• Comprehensive Health Insurance
• Craigs Community/ Volunteer Day
• Additional week of leave (conditions apply)
• Other leave (such as sick leave, bereavement leave, and family violence leave) from your first day of work
• Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers
• Long service leave
• Annual Health Check and flu vaccinations
• Flexible work options
• Savings benefits and preferential insurance rates

About the Company

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, we offer solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page – here.

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.