investment analyst in Wellington Central

shuka poludore, randstad
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job details

wellington central
banking & financial services
job type
working hours
2 years
reference number
shuka poludore, randstad
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job description

This role (with potential to go permanent) sits in the tight-knit investments team, and the successful candidate will be Assisting the Senior Investment Advisor, Investment Analyst and Senior Portfolio manager with operations and funds.

You key responsibilities will include being the primary point of contact for business and customer queries relating to the organisations investment services as well as maintaining existing investment services collateral.

You will also assist in the preparation of Statement of Investment Policy and Procedures (SIPO) for existing PPS customers amongst other things

The successful candidate will have the following:

  • 1-2 years practical and relevant experience
  • Have previous experience in providing investment advice to clients.
  • Be passionate about investing.
  • Demonstrate a knowledge of financial markets and financial products/securities.
  • Demonstrate a strong focus on delivering an excellent customer experience - for both internal
  • and external customers.
  • Excellent written and oral communication skills.
  • Demonstrated ability to build effective relationships with a broad range of stakeholders.
  • Strong work ethic with a flexible and proactive approach.
  • Highly effective in planning your workload.
  • Strong quantitative and qualitative skills
  • AFA qualification is a must

If you are looking for your next great opportunity and your skills match up, please contact Shuka Poludore now, or simply confidentially apply. 04 494 1328 / 022 021 2031.

***You must have NZ work rights and be in Wellington to interview for this position***


investment, investment analyst, investment advisor, advisor, funds, AFA, banking, financial services, finance

educational requirements