Analyst, Investment Operations

Auckland, New Zealand Permanent

**Haere Mai**
- We are the Kaitiaki / Guardians of New Zealand Superannuation. We are proud of our Te Whāinga / Our purpose: Sustainable investment delivering strong returns for all New Zealanders. We invest government contributions to the NZ Super Fund, a global investment fund helping to ensure the country can pay for the growing cost of universal superannuation (New Zealand Superannuation) in the future. We also oversee the Elevate Fund, which invests in small, fast-growing New Zealand companies.
- At the Guardians there’s an energy, passion and a shared commitment to excellence: in 2024 the NZ Super Fund was named the world’s best-performing sovereign wealth fund. The work is complex, innovative and intellectually stimulating. Sustainable finance, including a commitment to being net zero by 2050, is core to our Mātāpono / way of working.

The Investment Operations team handles all fund and trade support activities for portfolio completion, net asset value reporting, and the effective administration of the Guardians' portfolio through oversight and controls at the total portfolio level. The team collaborates closely with the Portfolio Completion team, Finance, Tax, IT, Data Technology, Data Services, Legal, Risk, and Investments units.

**About the position**

We are seeking two Analysts within the Investment Operations team - one for **Trade Support** activities, supporting the Portfolio Completion teams remit, and the other **Fund Support** activities, with face off to the internal Finance and Tax teams.

Your role will include, but not be limited by the following:

- Process daily the Investment Operations team’s Fund and trade support work stream activity in an accurate and timely manner.
- Complete assigned tasks and work items within agreed time frames, escalating to senior team members if assistance or support is needed.
- Support and coach peers to share knowledge and expertise to build the capability and skills across the team.
- Validate investment data used throughout the organisation for analysis, trading and performance reporting.
- Identify and investigate exceptions or issues and work proactively to resolve these in a timely manner and/or escalating them to senior team members for assistance as required.
- Lead or support the implementation of projects relating to the Fund and trade support activity including set-ups relating to new products and investments.

**About you**

We are looking for individuals who are passionate about investment operations and eager to grow within a leading financial services institution. Ideally you will have previous experience in fund or trade support function, with a breadth of product exposure - this may have been gained from another asset owner, investment bank or custodial environment. You will have some experience or knowledge of reconciliations and/or valuations & investment data flows/data management.

Outside of like for like experience, we are keen to look at those who can demonstrate a clear motivation for growing within a leading financial services institution. If you are a proactive problem-solver with a keen eye for detail and a collaborative mindset, we would love to hear from you.

**What we offer**
- A dynamic, exciting place to work with a team united by our common purpose of sustainable investment delivering strong returns for all New Zealanders.
- Competitive remuneration package including base salary, discretionary bonus programme, and up to 8% KiwiSaver matching.
- World class professional development, career pathways and job rotation opportunities.
- Comprehensive leave and benefits programme including strong parental leave package and insurance cover.
- Flexible and accessible work environment that reflects our commitment to equity and an inclusive team.

**How to apply**:
We recognise the importance of Te Tiriti o Waitangi and invest in partnership with a range of Iwi/Māori organisations. We warmly welcome and value Mana Whenua who wish to work with us. We are committed to understanding Te Ao Māori and integrating it into our workplace culture, for the benefit of all future generations in Aotearoa.

Please forward your details in strict confidence

Job Identification: 1326

Closing date: 7 February 2025