Junior Investment Analyst

Overview

Consilium is a proudly New Zealand-founded business offering a unique set of wealth management, investment and technology solutions tailored specifically for financial advisers.

We believe in the power of professional financial advice to transform lives, and we are proud to champion both the advisers who deliver it and the clients who benefit from it.

Consilium is part of the FirstCape Group, one of New Zealand's leading providers of financial services, managing over $65 billion in funds through its wealth and asset management businesses.

Other businesses in the FirstCape Group include JBWere and Harbour Asset Management.

This is an opportunity to join an innovative and growing financial services business.

Learn more about Consilium and our distinct product solutions, including Consilium Wrap, KiwiWRAP KiwiSaver Scheme, Synergy Investments, Evidential and more, at consilium.co.nz.

Role

As a Junior Investment Analyst, your role will be to support the Consilium investment team in the provision of investment solutions and related services to our clients.

Responsibilities

Support the Consilium investment team with Consilium's investment and reporting processes

Prepare and deliver investment-related materials and communications

Produce research reports

Support our clients on investment-related issues and specific portfolio analysis

Qualifications

Degree in finance, economics or a related field.

We will consider candidates across experience levels—from driven graduates to those with investment analyst experience.

Strong analytical skills, accuracy and attention to detail

Proficiency with MS Excel and Python (or similar programming language)

Initiative and time management skills

Ability to liaise effectively with internal and external parties

Culture & Development

This is an opportunity to join a team that is key in delivering Consilium's products and services.

We prioritise ensuring our team has ownership over their workload, empowering individuals to take control of their contributions.

We'll support you to grow your own skills and knowledge, enabling you to contribute meaningfully to the team and the business.

Our success as an organisation is underpinned by our people.

How to Apply

To apply for this role, please submit your application online.

Applications close 17 October

Please note that only New Zealand permanent residents and citizens can be considered for this position, and all applications must be submitted via Seek – emailed, in person, or unsolicited agency applications will not be accepted.

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