Strategy And Investment Advisor

Full Time Application Closes 21 Oct 2025 Waikato - Taupo Financial Managers, Branch or Department Mokai te ngakau.

He whenua he oranga.

E u ai ki te pae roa

The land sustains and nurtures as we reach to the horizon Nga matapono | Our values

Whakapono – Inner belief in the Tuaropaki vision Kia U – Commitment, diligence Kia Manawanui – Courage, adaptability, strategic foresight and humility

Te turanga | Your Role

Reporting to the Strategy and Investment Manager, the Strategy and Investment Advisor is a newly established role created through recent organisational changes.

This position is responsible for supporting and leading components of corporate finance, investment, strategy and reporting obligations through well-founded analysis and insights.

Key Responsibilities : Construct, maintain and oversee robust financial models and forecasts to support operations, compliance, and investment opportunities.

Deliver commercial insights through investment analysis, sector reviews, and asset performance evaluations.

Contribute to and lead sections of industry sector research to inform strategy and decision-making.

Oversee preparation of periodic reports on the Trust's portfolio and asset performance.

Support and lead elements of corporate finance and commercial projects, including investment and divestment activities.

Assist in developing networks to access quality opportunities and capital.

Support initiatives that manage risk and leverage opportunities across Trust-managed businesses.

Provide expertise directly to the Trust or its investments as required.

Mentor team members in technical expertise and best practice.

To be successful in this role, you will have : A tertiary qualification in finance, mathematics, or business.

5+ years' experience in investment management, banking, corporate finance, or consultancy.

Strong experience executing investment and divestment transactions.

Advanced Excel and PowerPoint skills.

Clear communication and interpersonal strengths.

Ability to work under pressure and meet deadlines.

A collaborative mindset and strong relationship-building skills.

This position will be based in Taupo or Wellington, with some business travel required