Investment Consultant

21 hours ago


Auckland, Auckland, New Zealand Convergence Partners Full time

Add expected salary to your profile for insightsAbout Us:Mapua Wealth is a leading provider of investment research and wholesale investment advice, serving financial advisers and asset owners across New Zealand, Australia, and the Pacific Islands.
We are entrepreneurial, majority employee-owned and deeply committed to our clients, including foundations, charities, Maori and iwi investors, and financial advice businesses.The Role:We are seeking an energetic and motivated Investment Consultant to join our team.
In this role, you will support our clients across a wide range of investment activities, from managed funds to direct and co-investments in private markets.
You will have the opportunity to develop and lead client relationships, contributing to their investment strategies, portfolio designs and, ultimately, their success.Key Responsibilities:Work with the managing partners and members of the investment team to advise and service our clients.Lead and support the development and review of clients' investment strategies and policies.Lead and support due diligence on direct and co-investment opportunities.Contribute towards our fund manager research and due diligence.Furthermore, you will build trusted relationships with our clients, participating in and leading our in-person and virtual client meetings, which may include the opportunity for travel.
It is also expected that you will become an Accredited Investment Fiduciary, furthering your expertise and position as a valued adviser.About You:An enthusiasm for helping investors and the communities they represent achieve their goals.5-8+ years' experience in investment advice or direct investing.A strong understanding of corporate finance and private market asset analysis.Broad knowledge of investment concepts, portfolio construction, and risk management.Excellent communication skills and ability to present complex concepts to non-experts.Self-starter with a proactive approach in a 'management lite' environment.Knowledge of te ao Maori and te reo Maori is highly valued.Aligned with our values of connection, care, courage and stewardship.What we can offer:Competitive salary and working conditions.Strong career development and growth prospects.Flexible working environment, blending office and remote work.Opportunity to work in a collaborative and supportive environment.If you are passionate about investment and want to make a difference in the communities we serve, we would love to hear from you.
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