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Strategic Financial Operations Coordinator

1 week ago

Auckland, Auckland, New Zealand Pie Funds Full time

About the Role

We are seeking a detail-oriented Financial Operations Coordinator to join our team at Pie Funds in Takapuna. This role involves supporting critical processes across cash and FX management, trade reconciliation, data integrity, and investment reporting.

The successful candidate will work closely with the Investment, Risk & Compliance and Legal teams, utilizing tools like Bloomberg and our internal data platforms to ensure accurate, timely insights and operational efficiency.

  • Key Responsibilities
  • Support critical processes across cash and FX management, trade reconciliation, data integrity, and investment reporting.
  • Collaborate with the Investment, Risk & Compliance and Legal teams to ensure accurate, timely insights and operational efficiency.

Requirements

  • 1–2 years' experience in funds management or KiwiSaver operations
  • Strong Excel skills (SQL, PowerBI, Salesforce a plus)
  • Solid understanding of operational processes across asset classes
  • A collaborative mindset and passion for accuracy