Senior Investment Analyst

2 days ago

Auckland City, 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 take-ons, transactions, provision of information to and from managers and custodian, annual reporting packs, sign-offs.
- 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 post-graduate 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.

  • Senior Investment Analyst

    5 months ago

    Wellington City, New Zealand New Zealand Government Full time

    Role Title: Senior Investment Analyst - Type: Permanent - Hours: 40 - Location: Wellington - Business Group: Operations - Salary: $100,116 (85%) - $117,784 (100%) - $129,562 (110%) Ko wai mātou | About us Taumata Arowai is the water services regulator for Aotearoa New Zealand. It is a Crown entity governed by a Minister-appointed Board and advised on...

  • Senior Investment Analyst

    5 months ago

    Auckland City, New Zealand Vector NZ Full time

    Senior Investment Analyst Full-time Engagement type: Permanent - Employee Department: Finance Operations **Energise your career** If you like the idea of working in an industry that makes a fundamental difference to the lives of people in your community, then perhaps you should think about a role at Vector. So much of what we take for granted in our...

  • Senior Investment Consulting Analyst

    4 days ago

    Auckland City, 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 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...

  • Analyst / Senior Analyst Investments

    4 hours ago

    Auckland, New Zealand Dga Full time

    Our client is a well-established and highly successful private equity and investment management organisation in New Zealand.They are seeking a talented Analyst/Senior Analyst - Investments to join their Auckland-based team.The fund invests across a broad range of asset classes, including Global Equities, Fixed Income, Infrastructure/Property (listed and...

  • Analyst/Senior Analyst | Investments

    3 days ago

    Auckland, New Zealand Debbie Graham & Associates Full time

    Our client is a well-established and highly successful private equity and investment management organisation in New Zealand.They are seeking a talented Analyst/Senior Analyst - Investments to join their Auckland-based team.The fund invests across a broad range of asset classes, including Global Equities, Fixed Income, Infrastructure/Property (listed and...

  • Investment Banking Analyst

    1 month ago

    Auckland, New Zealand Cranleigh Partners Limited Full time

    Investment Banking Analyst / Senior AnalystCranleigh Partners is a boutique investment bank specialising in mergers and acquisitions, capital raisings and other corporate advisory services. We have offices in Auckland and Sydney, offering a unique perspective to our clients.In order to support our continued growth and increasing work stream, Cranleigh...

  • Property Investment Analyst

    3 months ago

    Auckland City, New Zealand Assemble Full time

    Job details **Posted** 03 October 2024**Location** Auckland**Job type** - Permanent**Discipline** - Commercial Property**Reference** 900645Job description - Precinct Properties is the largest owner and developer of premium inner-city business space in Auckland and Wellington with a portfolio value of $3.3 billion. As city centre specialists, Precinct are...

  • Senior Investment Portfolio Analyst

    7 months ago

    Auckland City, 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...

  • Investment Analyst

    5 months ago

    Auckland City, New Zealand Assemble Full time

    Job details **Posted** 27 August 2024**Location** Auckland**Job type** - Permanent**Discipline** - Commercial Property**Reference** 891267aJob description - Willis Bond was established over 35 years ago, and has built its reputation as a leading property development and investment partner in New Zealand. Their team delivers high-quality mixed-use...

  • Investment Analyst

    5 months ago

    Auckland City, New Zealand Assemble Full time

    Job details **Posted** 20 August 2024**Location** Auckland**Job type** - Permanent**Discipline** - Commercial Property**Reference** 891267Job 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 high-quality mixed-use developments...

  • Senior Investment Analyst | Buy-Side

    1 month ago

    Auckland, New Zealand Debbie Graham & Associates Full time

    Corporate Finance & Investment Banking (Banking & Financial Services)Our client is a well-established and highly successful private equity and investment management organisation in New Zealand. They are seeking a talented Senior Investment Analyst to join their Auckland-based team.The fund invests across a broad range of asset classes, including Global...

  • Investment Analyst

    2 months ago

    Auckland City, New Zealand PMX Full time

    **Company Description** Are you an Investment Analyst wanting to work in the Media industry? Our expanding team are a dedicated, passionate and focused on delivering growth by educating and driving adoption of Publicis Groupe solutions. As an Investment Analyst, you'll be integral to our team, conducting financial analysis, research, and due diligence on...

  • Investment Banking Analyst

    7 months ago

    Wellington City, New Zealand 84 recruitment Full time

    My client is an established and trusted boutique Investment Bank operating nationwide. They’re growth incubators for both their clients and their team with a strong culture of high performance without chaining anyone to their desk. They’re busy, they’re growing and they are ready for another analyst at either an intermediate or senior level to join the...

  • Investment Compliance Analyst

    4 days ago

    Auckland City, New Zealand Tyler Wren Full time

    3+ years of relevant experience - Grow with a large financial services firm - Flexible work arrangements Tyler Wren is working on assisting a financial services client of ours on an exciting opportunity in their Investment Operations team. We are recruiting for an Investment Compliance Analyst to join the team and report to the Head of Investment...

  • Investments Senior Operational Risk Analyst

    5 days ago

    Wellington City, New Zealand Accident Compensation Corporation Full time

    Rare opportunity to be a part of a world class investment fund with an outstanding performance record - Play a key role in shaping and embedding our risk framework across the business group. - Work closely with all parts of the investment team with great opportunities for development. This is a unique opportunity to bring your existing financial experience...

  • Analyst, Investment Operations

    5 hours ago

    Auckland City, New Zealand New Zealand Super Fund Full time

    Auckland, New Zealand Permanent **Haere Mai!** - We are the Kaitiaki / Guardians of New Zealand Superannuation. We are proud of our Te Whāinga / Our purpose: Sustainable investment delivering strong returns for all New Zealanders. We invest government contributions to the NZ Super Fund, a global investment fund helping to ensure the country can pay for the...

  • Investment Analyst

    4 weeks ago

    Auckland, New Zealand Publicis Groupe Holdings B.V Full time

    OverviewCompany DescriptionAre you an Investment Analyst wanting to work in the Media industry? This is your opportunity to join PMX (Publicis Media Exchange), the central investment practice for Publicis Media. We're responsible for the smart application of investment by leveraging scale, marketplace innovation and deeper partnerships through...

  • Investment Analyst

    4 weeks ago

    Auckland, New Zealand Publicisgroupe Full time

    OverviewCompany DescriptionAre you an Investment Analyst wanting to work in the Media industry? This is your opportunity to join PMX (Publicis Media Exchange), the central investment practice for Publicis Media. We're responsible for the smart application of investment by leveraging scale, marketplace innovation and deeper partnerships through...

  • Investment Analyst, Asset Allocation

    3 months ago

    Auckland City, New Zealand ANZ Banking Group Full time

    **Req ID**: 79011 **Department**: Funds Management Investment Management **Division**: New Zealand **Location**: Auckland Ko Mātou - About Us Kia Hanga I Te Ao, E Ora Ai, E Tupu Ai, Te Tangata Me Te Kainga. At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our...

  • Analyst - Investment Compliance

    2 weeks ago

    Wellington City, New Zealand H2R Consulting Full time

    Location: Wellington Type: Permanent / Full Time Reference: 457483 H2R Consulting are currently looking on behalf of a globally leading bank, based in Wellington, for a new Compliance Analyst (Investments). This role is crucial to the overall running of the compliance function and the business in Wellington and globally. - At least 2-3 years of...