Portfolio Analyst - BTNZ Investment Funds
Core
Support the management of BTNZ's investment funds (Westpac KiwiSaver Scheme and Westpac Active Series Funds) by monitoring portfolios, managing cashflows, executing trades, and conducting investment research.
Role type
Junior IC portfolio analyst (investment management)
Builds
Diversified and wholesale investment portfolios for retail and wholesale clients
Domain
Financial services / Asset management
Required skills
Financial analysis, portfolio monitoring, trade execution, investment research, market analysis, regulatory reporting, stakeholder communication
Preferred skills
Python, Power BI, Bloomberg terminal, AI tools for research, CFA or equivalent postgraduate qualification
Technologies
Python, Power BI, Bloomberg
Responsibilities
Monitor portfolios, manage cashflows, execute trades, conduct market research, prepare performance analysis and reporting, support external manager due diligence, maintain investment dashboards
Seniority
Junior, hands-on IC