Investment Product Specialist

6 days ago

Wellington, Wellington, New Zealand Apex Group Ltd Full time

FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their domestic market.

We invest in our people, enabling you to develop your skills and build on your experience.

If you like the idea of working for an ambitious and growing company, as part of a multicultural team, we are the place for you.

Investment Product SpecialistDescription

The primary responsibility of this role is to support the Head of Product in ensuring the efficient delivery of high-quality service to our Fund Hosting clients. The role is focused on driving enhancements in product offerings and optimizing operational processes across the Fund Hosting business to meet regulatory and client expectations.

Job specification
  • Coordinate and oversee quarterly PIE eligibility monitoring and reporting.
  • Lead and manage the annual scheme audit project across all schemes.
  • Conduct reviews of QFUs on behalf of the Product team, providing signoffs to Head of Product for final approval.
  • Oversee the product compliance calendar, ensuring adherence to all regulatory reporting requirements.
  • Manage the Product mailbox, addressing client queries or directing them to the appropriate escalation point or team member.
  • Manage risk indicator calculations for all funds, including identifying updates required when PDSs need to be amended.
  • Administer the process for calculating Total Expense Ratios for all funds.
  • Manage quarterly Supervisor certificates.
  • Assist in maintaining existing product disclosure materials, including updates to the Disclose register.
  • Collaborate with the Head of Product to manage and nurture ongoing supervisor relationships and attending relevant monthly and quarterly meetings.
  • Identify and implement process improvements in partnership with the Data and Reporting team.
  • Perform additional duties as required.
Skills Required
  • Good understanding and keen interest in NZ's financial services environment.
  • Advanced spreadsheeting and wider data management technical capabilities.
  • Ability to communicate effectively both in written and verbal forms.
  • Experience with having to be 100% accurate with documentation and reporting.
What you will get in return
  • A genuinely unique opportunity to be part of an expanding large global business;
  • Competitive remuneration commensurate with skills and experience;
  • Training and development opportunities.
Additional information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy.

As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Sales and Business Development
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