Investment Funds Product Support Specialist

4 days ago


Wellington City, New Zealand Medical Assurance Society Full time

We have a rare and exciting opportunity for someone to join us on a 9-month fixed term contract as our Investment Funds Product Support Specialist. In this role you will report directly to our Chief Investment Products Officer and support our investment product management area.

The role offers so much variety to keep things interesting, including managing investment data and preparing business and regulatory reports, managing processes to support the onboarding and servicing of our Members, and communication with our Advisers.

If you are someone who loves working in an environment where you can make your mark, have exceptional analytical skills and enjoy working in a small team, we want to hear from you

**What a day might look like...**
- You'll get straight into it learning about our investment product range and processes, and forming relationships with your key internal and external stakeholders.
- Utilising your strong analytical skills, you will manage and maintain our investment databases, compile monthly and quarterly reports, and analyze data to provide insights that support our decision-making.
- Managing our investments inbox you'll be answering a wide variety of questions from our members, Advisers and third-party vendors. This includes onboarding and servicing our Members.
- You'll be a key person managing our compliance calendar, ensuring that we keep on top of important compliance dates is crucial.

**What you will bring...**
- Ideally you'll come from an investments background, but you might also have experience in financial services and have the transferrable skills we are after.
- A degree in finance or business studies would be nice to have, but it's not essential.
- Skilled in Microsoft Office Suite, with advanced expertise in Excel. Experience with data analysis tools such as Power BI would also be beneficial. the ability to produce meaningful insights.
- Strong data analytical skills will come as second nature.
- Excellent communication skills, you'll have strong abilities to partner with internal and external stakeholders.
- Time management and the ability to priortise will be important due the variety of tasks.
- Attention to detail and being adaptable are important qualities to demonstrate.

**What we can offer...**
- Health and life insurance for you and your family.
- If you join our KiwiSaver scheme, we will contribute 4%.
- Additionalleave, including a volunteer day and 2additionalMAS days just for you.
- Being at your best means caring for you, so we offer wellbeing benefits including vaccinations and health insurance discounts to name a few things.
- Learning and development - we foster growth whetherit'son the job, formal training, or something else.

**About us...** As a mutual, we're owned by our Members, so their best interests are at the heart of what we do. None of our Members' money goes offshore, which means their investments contribute directly to the local economy and benefit other fellow Members.

We're committed to forming lifelong relationships by offering exceptional service, premium products, and expert advice. We're also community-driven; through the MAS Foundation, we support local initiatives that enhance the well-being of the communities we serve.



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