Senior Investment Analyst - Investment Management Oversight

Senior Investment Analyst - Investment Management Oversight
Location : Wellington

The role is responsible for in-depth investment and operational analysis, maintenance of monitoring frameworks and scorecards, and production of high-quality oversight reporting to support governance forums, assurance requirements and regulatory expectations executing due diligence in all aspects.

Job Responsibilities:

• Lead and support initial, ongoing and thematic due diligence on outsourced investment managers by coordinating information requests, analysing inputs, and drafting due diligence reports

• Prepare regular fund performance and integrated monitoring reviews (performance, risk, mandate alignment), highlighting key themes, outliers and emerging risks

• Contribute to the development and maintenance of IMO procedures, frameworks and guidelines on investment-related matters (templates, registers, workpapers)

• Support with establishing and maintaining Investment Management Agreements by preparing analysis of mandate terms, reporting requirements, and oversight obligations

• Review and provide input into investment-related disclosure material (including SIPOs and related investment content), identifying inconsistencies or gaps for escalation

• Provide analytical and operational support to ensure effective liquidity risk oversight across schemes, including monitoring, stress testing, contingency planning/LMT readiness, documentation, and escalation aligned to regulatory expectations and statutory standards of care

• Support in identification, documentation and monitoring of related‑party benefit transactions involving scheme assets, maintain the RPT register and evidence, coordinate required Supervisor notifications/consents or certifications, and escalate potential or actual breaches promptly

Skills required:

• 7+ years’ experience in investment analysis, portfolio oversight, investment risk, fund research or manager oversight

• Strong understanding of NZ managed funds/MIS structures and delegated model oversight expectations

• Demonstrated capability across all investment asset classes

• Experience preparing high-quality governance materials (Investment Committee papers, oversight reporting, recommendations)

• Experience with or exposure to Investment Committee structures and governance processes

• Familiarity with operational due diligence and controls assurance concepts

• Demonstrated confidence using AI-enabled productivity and analysis tools (e.g., Copilot) to enhance research, monitoring and reporting outputs

• Tertiary qualification in Finance, Economics or related discipline

• CFA Charter or progress toward CFA Charter strongly preferred (CAIA also valued)

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.”