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Investment Product Administrator

3 months ago

Wellington, Wellington, New Zealand Apex Group Full time
Investment Product Administrator

Location:
Wellington, New Zealand

Date Posted:
May 15, 2023

Description

About Our Company


This is a great opportunity to join one of New Zealand's fastest growing investment management groups, FundRock NZ Limited (FundRock).

We work with some the world's leading investment managers to make their investment expertise available to Kiwi investors within locally domiciled PIE funds.

FundRock is part of Apex Group Limited, which has offices in 42 countries worldwide, delivering an extensive range of investment related services to asset managers, capital markets participants, private clients, and family offices.

You will also work with InvestNow, which is our innovative direct-to-consumer online investment platform.

About The Role

Responsibilities:

  • Work as a key member within our investment product team. You will work alongside our experienced team of specialists who will help build your investment fund knowledge and expertise.
  • Help manage our relationships with global investment managers, wholesale and retail clients who invest in the funds, and key suppliers within the funds management industry. This will provide you with a great understanding of the New Zealand funds management landscape.
  • Assisting in the preparation of fund information including disclosure material for registration with the regulator. This will help build skills around creating and managing New Zealand investment funds.
  • Coordinating and completing key compliance tasks to ensure that all statutory tasks are completed on time for all of the investment funds that we manage.
  • Coordinate the preparation of quarterly supervisor and investment manager certificates.
  • Coordinate preparing quarterly information for our board of directors.
  • Assist in the management of the ongoing relationship with our statutory supervisor and other key stakeholders.
  • Responsible for identifying and implementing process improvements within our investment product and operations areas.

Skills Required:

The following skills are considered desirable to carry out this role effectively:

  • Good understanding and keen interest in NZ's investment management industry.
  • Ability to communicate effectively both in written and verbal forms.
  • Keen attention to detail and accuracy.
  • Ability to work in a teamoriented, collaborative environment.
  • Ability to think innovatively and embrace change.
  • Ability to set and manage priorities.
  • Ability to think critically and solve problems.
  • Aspirational on behalf of themselves and the team
***
Additional information:***LI-FC1