Analyst, Specialised Wealth Advisory (SWAT)PermanentCloses: 28/03/24A fantastic opportunity has arisen in the Specialised Wealth Advisory team (SWAT) for an ambitious person looking to progress their career in the financial services industry.
About the role: The SWAT Analyst will be involved in helping with the preparation of information for monthly and quarterly reporting for SWAT clients, maintenance of spreadsheets, performance databases, and other reporting. This position assists with proposals and presentations for pitches to potential large clients.
SWAT works closely with the Portfolio Analytics, Private Markets and Private Wealth Research teams to deliver premium services such as SIPO reviews, asset allocation reviews, ESG analysis and alternative asset analysis to our larger clients. You will get a broad exposure to these various areas of our business and will develop a greater understanding of portfolio analytics, sustainable/responsible investment, and alternative assets.
About you: This position will suit someone who has strong customer service skills, knowledge of investment markets and portfolio management, and the ability to prepare complex reports and pitch documents. This is an ideal opportunity for someone who would like to expand their skillset and work as part of a collaborative team.
We are looking for someone with relevant finance qualifications or equivalent work experience, and who are able to demonstrate the following:
Base knowledge of investment markets and portfolio managementThe ability to deal with complexityA problem solving attitude and good work ethicCraigs annual Community Day (paid volunteer day)Additional week of leave (conditions apply)Other leave (such as sick, bereavement, and family violence leave) from first day of workParental leave - 26 weeks' pay 'top up' for eligible Primary Carers Long service leaveAnnual health check and flu vaccinationsFlexible work options Savings benefits and preferential insurance ratesAbout the Company Craigs Investment Partners is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, we offer solutions and advice to both private investors, corporate and institutional clients.
Why Craigs? We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
We are stronger togetherWe strive for excellenceWe put people firstWe do what's rightIf you would like to find out more about working at Craigs, visit our Careers page – www.craigsip.com/careers
How to apply If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.
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