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Investment Analyst - Research & Investment Strategy

Investment Analyst - Research & Investment Strategy

Fisher FundsAuckland, New Zealand
25 days ago
Job description

Your new company

Join a reputable investment firm committed to delivering exceptional client outcomes.

With a strong focus on research-driven strategy, they offer a dynamic, collaborative work environment where innovation and rigor are valued.

Your new role

As an Investment Analyst – Research & Investment Strategy, you will play a critical role in shaping portfolio decisions through deep market research and financial analysis.

You'll work alongside senior professionals to support asset selection and portfolio strategy across multiple investment products.

Responsibilities

Conduct financial modelling and in-depth investment research

Analyse macroeconomic trends and market sectors

Prepare performance analysis and investment recommendations

Support portfolio construction and tactical asset allocation

Contribute to client reports, investment insights and thought leadership

Assist the Investment Committee with fund evaluations and summaries

Maintain compliance across regulatory and internal standards

Monitor trades, cash positions, and transaction documentation

Requirements

Tertiary qualification in Finance, Business or Economics

2+ years of experience in investment management, research or trading

Strong financial modelling and Excel skills

Excellent communication and report writing capabilities

CFA qualified or working towards (preferred)

Ability to manage complexity and solve problems effectively

Collaborative team player with attention to detail and integrity

Perks and benefits

Health and life insurance coverage

Mentorship from senior investment leaders

Exposure to broad asset classes and investment products

Contribution to high-impact client outcomes

A culture that values innovation, research and continuous improvement

How to Apply

To apply, submit your CV via the link below.

For a confidential chat, contact Chris Martin on

  • or email

Got a friend?

If you know anyone that may be suitable, forward on the advert, and you can get a $300 referral voucher when they are placed!

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    Analyst Investment • Auckland, New Zealand

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