Senior Investment Analyst

3 weeks ago


Manukau, Auckland, New Zealand Mercer Full time

Senior Investment Analyst

What can you expect?


We offer the opportunity to join a company that is not only winning, but is transforming in the most exciting way possible.

Our CEO, Martin Lewington, is dedicated to Mercer New Zealand being a "people first" culture. This means that great performers are greatly rewarded.

We pride ourselves on providing outstanding career development, learning opportunities, financial rewards and we are committed to making your journey with us FUN.


  • World's largest OCIO Investment Manager with over NZ$600 Billion under management globally including NZ $14 Billion in New Zealand
  • NZ based portfolio management team of 6, working closely with the Australian based portfolio management team of 60 investment professionals.
- _ Prestigious Auckland CBD Location or Wellington CBD _
- _Great Package _
- _Great time to join this global organisation in Growth Phase _

What is in it for you?
At Mercer, we recognise that our most important asset is our people.

We offer benefits and programs that assist career development such as professional development support, exam and study assistance and global rotation opportunities which will support you to reach your full potential.

We also recognise the value of healthy, happy colleagues and promote a culture of inclusion, care and wellbeing, offering benefits such as flexible working and much more

  • Gain exposure to global financial markets
  • Work with investment professionals from around the world
  • Leading learning and development programs
  • Professional environment where your career path really matters and is supported in our global organisation
  • Great team environment with energetic and supportive colleagues
  • Genuine work life balance

We will count on you to:

Working as a key part of the NZ Investment Management team managing NZ$14 Billion for NZ investors, you will be responsible for Identifying essential market data, collate and preparing information and figures, analysis, and communication with clients or others, as required.

The Senior Investment Analyst utilises a wide range of Mercer tools and intellectual capital for this analysis.

Key
responsibilities:

  • Portfolio analysis asset allocation, risk data, manager selection, dynamic asset allocation.
  • Client reporting monthly/ quarterly reports, factsheets, tailored reports for delegated solutions and advice clients.
  • Writes market updates and keeps clients and the NZ business informed of major developments.
  • Client and Fund operations, including client takeons, transactions, provision of information to and from managers and custodian, annual reporting packs, signoffs.
  • Management of data and documents relating to markets, clients, funds and other financial information.
  • Deals with ad hoc projects and enquiries in relation to Mercer funds, sales, investment managers, third parties and other Mercer business lines.

What you need to have:

  • Degree qualification in Commerce, Finance, Mathematics or Statistics.
  • CFA Professional qualification, Investment Management Certificate or other finance related postgraduate qualification desirable.
  • Awareness and understanding of financial markets
  • Superior analytical skills and proficiency in range of IT tools and use of intellectual capital.
  • Capacity to prioritise and manage multiple tasks in a demanding work environment with tight deadlines.
  • Excellent accuracy, interpersonal and written communication skills.
  • Demonstrated initiative by using technical knowledge to improve processes and by sharing ideas with colleagues.

About us:

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment.

We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity or any other characteristic protected by applicable law.



  • Manukau, Auckland, New Zealand Mercer Full time

    Senior Investment AnalystWhat can you expect?We offer the opportunity to join a company that is not only winning, but is transforming in the most exciting way possible. Our President, Martin Lewington, is dedicated to Mercer New Zealand being a "people first" culture. This means that great performers are greatly rewarded. We pride ourselves on providing...

  • Investment Analyst

    3 weeks ago


    Manukau, Auckland, New Zealand Consult Recruitment Full time

    A Little Bit About The CompanyThis company is a successful investment business within an entrepreneurial group that is looking to further grow through 2023 and beyond.Their singular focus on delivering great investment returns and premium client service is central to everything they do. As a business this group invests alongside founders and owners into...


  • Manukau, Auckland, New Zealand Auckland Transport Full time

    Auckland Transport is working to shape our city and we are committed to moving Auckland forward. We're passionate about Auckland's development as a vibrant, growing city that more and more of us call home.We are working hard to give Aucklanders safe and reliable transport infrastructure and services to support our customers' choices to walk, cycle, take the...

  • Investment Analyst

    3 weeks ago


    Manukau, Auckland, New Zealand Mott MacDonald Full time

    Primary role responsibilities will include but not limited to; investment sourcing, due diligence support, deal sourcing, market analysis, analysis of clients' trends and insights, production of go-to-market content, collaboration with other VCs and CVCs to develop a strategic understanding of what technologies are required to address client problems. The...

  • Investment Analyst

    3 weeks ago


    Manukau, Auckland, New Zealand New Zealand Trade and Enterprise Full time

    These roles are based in Tāmaki Makaurau, Auckland.New Zealand Trade and Enterprise (NZTE) works with some of New Zealand's most innovative and forward-thinking companies, helping them grow internationally. Our people are based in 37 offices, working across 24 time zones and 40 languages to support New Zealand businesses in over 100 countries.Who are we |...

  • Investment Analyst

    3 weeks ago


    Manukau, Auckland, New Zealand Assemble Full time

    Job detailsPosted 02 July 2023LocationAucklandJob type PermanentDisciplineCommercial PropertyReference789775Job description Established over 35 years ago, our client has built its reputation as a leading property development and investment partner in New Zealand. Their team delivers highquality mixeduse developments across the country and manages several...

  • Investment Analyst

    3 weeks ago


    Manukau, Auckland, New Zealand ASB Bank Full time

    Nau mai ki ASB.At ASB we strive to always deliver maximum value for our customers, providing outstanding services and innovative solutions to accelerate financial progress for all New Zealanders.The Asset Management team of ASB Wealth focus specifically on delivering competitive risk adjusted investment returns for customers who invest in ASB's investment...

  • Investment Manager

    3 weeks ago


    Manukau, Auckland, New Zealand Assemble Full time

    Job detailsPosted04 May 2023LocationAucklandJob type PermanentDiscipline Commercial PropertyReference692126Job description On behalf of Stride Property, one of New Zealand's leading listed property companies, Assemble are recruiting for an Investment Manager to join their team in Auckland. This role is focused on Investore (IPL), Stride's listed property...

  • Senior Analyst

    3 weeks ago


    Manukau, Auckland, New Zealand New Zealand Government Full time

    Contribute to effective portfolio management through robust reporting Secondment | Fixed Term | Auckland based- $123,648 plus 5 weeks annual leave and flexible workingMō mātou - Our OrganisationAt Kāinga Ora, ours is the important responsibility of transforming New Zealand's housing choices, outcomes and the entire housing sector by creating homes and...

  • Senior Investment

    3 weeks ago


    Manukau, Auckland, New Zealand FCB Full time

    Location: Auckland Employment type: Full time Media Investment Full service advertising agency Career pathways and developmentMore detailsFCB Media - Senior Investment & Partnerships Executive***The role:The opportunity exists to join our dedicated, tight-knit FCB Media Investment & Partnerships team, in the role of Senior Investment & Partnerships...


  • Manukau, Auckland, New Zealand Macquarie Group Limited Full time

    Macquarie Capital's Country Coverage team are a leading advisory and capital solutions business in New Zealand. We have a broad coverage of diversified clients across sectors and consistently hold a large market share and sustainably high deal flow of M&A and capital raising transactions including IPOs. As part of our team, you will take advantage of our...


  • Manukau, Auckland, New Zealand BNZ Full time

    Ko mātou tēnei | This is UsHere at BNZ, it's about more than just banking. We work together in an agile, energising environment to create innovative solutions through our promise "If you can imagine a better future, let's find a way."The Investment Solutions team fulfils the investment management function for BNZ. It is responsible for the risk and return...


  • Manukau, Auckland, New Zealand New Zealand Police Full time

    Senior Portfolio Analyst, new permanent role- Based at Federal Street, Auckland or PNHQ:- Band J:- 1 x Permanent Opportunity:- JR 4551394**About the roleAt New Zealand Police, we want to ensure that our service to the New Zealand public is all it can and should be. Police's adaptability, agility, and ability to manage constant change through innovation are...


  • Manukau, Auckland, New Zealand New Zealand Government Full time

    New Zealand Police is working with the community to make New Zealanders be safe and feel safe. With over 13,000 staff, we provide policing services 24 hours a day, every day. We operate by land, sea and air, manage over 860,000 emergency calls a year and are always actively preventing crime and crashes.We're working towards specific goals and targets that...


  • Manukau, Auckland, New Zealand New Zealand Government Full time

    Contribute to effective Investment and Portfolio management Location Auckland New Market Pay rate of $127,648 | Suite of insurances | 5x weeks annual leaveKo tā mātou mahi - Our RoleThe role of the Senior Analyst - Portfolio Analytics and Insights transforms data into fit for purpose information and insights that add value to capital investment portfolio...


  • Manukau, Auckland, New Zealand BNZ Full time

    Ko mātou tēnei | This is UsOur role as the Bank of New Zealand is to help navigate New Zealand towards a better future. That means we are focusing on our customers, continually improving the way we do business.This role is part of our Enterprise Investments Team, who are trusted advisors for the Bank, providing analytics and insights to help execute on the...


  • Manukau, Auckland, New Zealand New Zealand Government Full time

    Take on a new challenge and help shape an emerging planning function Bring your skills to help connect strategy into delivery Location: Auckland, Christchurch, or WellingtonTe Whiwhinga mahi | The opportunity Do you have a big picture strategy mindset? Do you have an interest in shaping planning delivery using investment as the vehicle? Bring your specialist...


  • Manukau, Auckland, New Zealand KiwiRail Full time

    Date: 07-Feb-2023- Location: Auckland, KiwiRail Holdings Ltd, NZ, 1051- Business unit: Transformation- Position status: Permanent- Employment type: Full Time- Level of experience: ExperiencedKia Ora We're going places. Are you?**If life's a journey, KiwiRail is a great way of keeping your career moving through it. Ours is a fast-paced, inspiring, and truly...


  • Manukau, Auckland, New Zealand Mercer Full time

    Senior Investment ConsultantWhat can you expect?We offer the opportunity to join a company that is not only winning, but is transforming in the most exciting way possible. Our President, Martin Lewington, is dedicated to Mercer New Zealand being a "people first" culture. This means that great performers are greatly rewarded. We pride ourselves on providing...

  • Senior Analyst

    3 weeks ago


    Manukau, Auckland, New Zealand New Zealand Government Full time

    Senior Analyst - Banking and Insurance SupervisionTe tūranga - The roleWe have two Senior Analyst opportunities to join the wider Banking and Insurance team, one based in Wellington and one in Auckland. You will be responsible for the monitoring and analysis of financial institution activities and legislative reporting, as well as ensuring that regulatory...