Senior Investment Analyst

**Req ID**: 104484
**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 customers. Our Institutional bank helps our largest customers move trade and capital around the region, providing our people with great opportunities to build their technical expertise and their careers.
Mō te tūranga - About the role
As a Senior Investment Analyst in our Asset Allocation team, you’ll play a key role in supporting the management of ANZ’s multi-asset funds and model portfolios through research, modelling, and strategic analysis. You’ll help shape asset allocation decisions and risk budgeting process that influence over NZ$30 billion in diversified portfolios - including KiwiSaver, Managed Investment Funds, and Private Bank Model Portfolios.
Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.
**Role Location**: Auckland
**Role Type**: Permanent, Full-time
Ka aha tō rā e kite ai? - What will your day look like?
You’ll be driving analytical research and modelling to support strategic and tactical asset allocation decisions across ANZ’s diversified investment portfolios. This role exists to ensure our portfolio strategies are robust, responsive to market dynamics, and aligned with customer needs and board preferences.
Use behavioural, economic, and valuation insights to inform tactical positioning.
Lead research and reviews of asset classes and strategies to inform portfolio construction decisions, recommending portfolio weightings based on expected return and risk metrics.
Collaborate with internal teams and strategic partners like BlackRock to execute asset allocation decisions and maintain high-quality investment processes.
Prepare and deliver insights to stakeholders including the board, product teams, and Private Bank clients, supporting financial literacy and fund growth.
Ōu Pūkenga? - What will you bring?
To grow and be successful in the role, you will ideally bring the following:
Deep investment management experience, with a strong foundation in portfolio strategy and multi-asset investing.
Proven expertise in asset allocation, including strategic and tactical positioning, risk budgeting, and capital market assumptions.
Advanced modelling and analytical skills, with advanced proficiency in Excel and statistical techniques.
A relevant tertiary qualification in finance, economics, or a related discipline; postgraduate study and/or CFA designation highly regarded.
Excellent communication and stakeholder engagement skills, with the ability to translate complex investment insights into clear recommendations.
You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.
He aha te take e uru ai koe ki a mātou? - So, why join us?
From the moment you join ANZ, you'll be part of a work whānau striving towards a common purpose: shaping a world where communities thrive.
But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and community you need to take the next big step in your career.
We're a diverse community at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to wellbeing services and discounts on selected products and services from ANZ and more.
At ANZ you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of Aotearoa New Zealand's communities and this is one of the reasons that has inspired us to develop a multi-year Te Ao Māori Strategy called Tākiri-Ā-Rangi. This includes increasing representation of Māori and Pasifika people at ANZ. Join us and get involved in one of our affinity networks which help us to better understand and meet the needs and interests of our increasingly diverse workforce.
Te Rā Ōtinga - Job Posting End Date
24/11/2025, 11.59pm, (NZST)