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Investment Analyst - Research & Investment Strategy

Investment Analyst - Research & Investment Strategy

Fisher FundsAuckland, Auckland, New Zealand
26 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! Details are at :

    #J-18808-Ljbffr

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    Analyst Investment • Auckland, Auckland, New Zealand

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