Investment Analyst - Investment Management Oversight

Investment Analyst - Investment Management Oversight
Location : Wellington

The role supports effective investment oversight by coordinating information flows with delegated investment managers and service providers, maintaining oversight registers and documentation, and contributing to monitoring and reporting outputs that are accurate and audit-ready.

Job Responsibilities:

• Coordinate recurring IMO activities (monthly/quarterly monitoring cycles, due diligence schedules, governance meetings), including agendas, meeting logistics, minutes support and action tracking

• Maintain central IMO document repositories (monitoring packs, due diligence files, manager correspondence, evidence folders) to ensure records are complete, version controlled and audit-ready

• Maintain IMO templates, registers and workpapers to support consistent oversight outputs (e.g., trackers, checklists, evidence logs)

• Support the preparation of regular fund performance and integrated monitoring packs by gathering inputs (returns, holdings, risk metrics, commentary), completing first-pass checks, and formatting/quality-controlling pack outputs

• Maintain monitoring calendars, data cut-offs, source logs, and follow-up queries to delegated managers/service providers to resolve missing or inconsistent data

• Support initial, ongoing and thematic due diligence by coordinating information requests and collecting artefacts (policies, reports, attestations)

• Assist with the upkeep of Investment Management Agreements (IMAs) and mandate schedules by maintaining a register of key terms, reporting deliverables, renewal dates and change logs

• Support reviews of investment-related disclosure material (including SIPOs and related investment content) by coordinating updates, managing review workflows, and logging issues for escalation

• Provide administrative and analytical support for liquidity risk oversight by maintaining liquidity monitoring inputs and trackers, coordinating stress testing inputs from managers/providers, organising contingency planning artefacts, and ensuring  documentation and escalation pathways are followed

• Support identification and tracking of related-party benefit transactions by maintaining the RPT register and evidence pack, coordinating required notifications/consents/certifications workflows, and escalating exceptions promptly

Skills required:

• 1–3 years’ experience in funds management, investment operations, custody/registry/administration, or a regulated financial services environment

• Foundational understanding (or strong willingness to develop knowledge) of NZ Managed Funds/Managed Investment Schemes and delegated investment manager operating models

• Experience producing or coordinating recurring reporting packs, including data collection and quality control

• Proficient in Excel and productivity tools; ability to use AI-enabled tools responsibly with appropriate review and confidentiality controls

• Strong organisational skills, attention to detail, and follow-through on actions and deadlines

• Proactive and confident liaising with internal stakeholders and external managers/service providers to obtain information

• Strong collaborative team working style and able to prioritise and manage multiple parallel requests

• Confident written communicator with disciplined document management practices

• Relevant tertiary qualification in Finance, Commerce, Economics or Accounting (or equivalent experience)

• Progress toward CFA (or similar) advantageous but not essential

What you will get in return:

· A genuinely unique opportunity to be part of an expanding large global business;

· Competitive remuneration commensurate with skills and experience;

· Training and development opportunities

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

“Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”