Competitive remuneration commensurate with skills;...
7+ years investment analysis experience
Nz managed funds and mis structure knowledge
Investment committee governance experience
The role involves leading in-depth due diligence on outsourced investment managers to ensure regulatory compliance and operational excellence
Job Summary
The role involves leading in-depth due diligence on outsourced investment managers to ensure regulatory compliance and operational excellence.
Candidates will prepare high-quality governance materials and integrated monitoring reviews highlighting key themes, outliers, and emerging risks.
The position offers a unique opportunity within an expanding global business with competitive remuneration and extensive training development programs.
Matching Summary
The role involves leading in-depth due diligence on outsourced investment managers to ensure regulatory compliance and operational excellence.
Salary
Competitive remuneration commensurate with skills; Not specified; Education support, sponsorship, and in-house training included
Skills & Requirements
Must-have
7+ years investment analysis experience
NZ managed funds and MIS structure knowledge
Investment Committee governance experience
AI-enabled productivity tools proficiency
Fund performance and risk monitoring
Nice-to-have
CFA or CAIA charter progress
Operational due diligence expertise
Related-party transaction monitoring
Liquidity risk stress testing skills
Strong written communication skills
Key Requirements
7+ years in investment analysis or fund research
Tertiary qualification in Finance or Economics
CFA Charter or progress toward CFA preferred
Deep understanding of NZ Financial Markets Conduct Act