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Investment Analyst

Auckland, North Island💼 Full-time🗓 2026-09-25 → 2026-09-28

Core

Support portfolio managers in managing fixed income portfolios (public and private) and ensure smooth investment operations.

Role type

Investment Analyst (Fixed Income Operations)

Builds

Fixed income portfolios, private credit structures, and compliance reports

Domain

Asset Management / Fixed Income / Private Credit

Deliverable

dashboards & analysis

Required skills

Fixed income operations, trade settlement, compliance monitoring, risk analysis, data validation, Excel, Bloomberg, numerical analysis

Preferred skills

Private credit investing, structured finance, securitised assets, CFA/CA progress

Technologies

Bloomberg, Microsoft Excel, Microsoft PowerPoint, AI tools

Responsibilities

Monitor security cash flows and trade settlements, maintain investment databases and private credit structures, liaise with custodians and counterparties, produce performance and risk analysis, assist with compliance reporting and covenant monitoring

Seniority

Junior to Mid-level, hands-on IC

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