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Investment Operations Analyst

2 months ago

Wellington City, New Zealand Apex Group Full time

Investment Operations Analyst

Location: Wellington, New Zealand
Date Posted: Mar 8, 2023

**Description**

The primary purpose of the role is to provide operational support to the Fund Hosting business. An overall principle that underpins this role is to carry out and improve the operational processes across the business.

**Responsibilities**:
The role duties and responsibilities will include but not limited to the following:

- Responsible for the daily cashflow management process for the suite of IIS hosted funds
- Responsible for the management of client queries/investor interactions
- Contribute to the preparation of regular client and regulatory reporting
- Contribute to the documentation of operational policies and procedures
- Contribute to the identification and implementation of operational process improvements
- Approve investment trades
- Carry out procedures in accordance with the control environment
- Other tasks as required
- Participating in projects as required from time to time, e.g., new product development and fund launch projects

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

- Experience and Knowledge_
- Moderate 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; and
- Experience with having to be 100% accurate with documentation and reporting.
- Personal Attributes_
- Demonstrated learning agility.
- Passionate about investments and wanting a long-term career in this industry.
- Pro-active individual who takes ownership and responsibility autonomously.
- Ability to work in a team-oriented, collaborative environment that will at times mix both work and play.
- Ability to think innovatively and embrace change.
- Ability to set and manage priorities sensibly.
- Excellent interpersonal skills.
- Aspirational on behalf of themselves and the team.
- Self-motivated and directed; and
- Keen attention to detail.

**Additional information**:

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