JBWere is a leading wealth management business in New Zealand and forms the wealth advisory arm of FirstCape – one of the country’s largest and best-resourced wealth advisory and asset management groups. Together, FirstCape brings a broad and integrated suite of investment, advisory, and asset management capabilities, enabling us to deliver an enhanced and more comprehensive offering to help clients achieve their financial goals at every stage of their investment journey.
At JBWere, our focus is firmly on building enduring relationships and delivering tailored advice that supports our clients’ long-term success. Backed by the scale, strength, and expertise of FirstCape, we are uniquely positioned to provide deep insights, access to high-quality investment opportunities, and a truly holistic approach to wealth management.
Central to our success is our belief that our people are our greatest asset. We are proud of the collective talent, expertise, and dedication of our team, whose commitment underpins the trusted partnerships we build with our clients every day. We are equally committed to creating an environment where our people feel valued, supported, and empowered to grow – fostering a culture where everyone can thrive, contribute meaningfully, and reach their full potential.
Job Description
About the opportunity | Mo te whai waahi
As a Senior Analyst, you'll play a key role in delivering the investment research, analysis and portfolio insights that underpin JBWere’s investment advice and model portfolios. Working alongside experienced investment professionals, you'll take ownership of sector research, contribute to portfolio construction and risk management, and help shape investment recommendations for advisers and clients. Based within the Investment Strategy & Research team, you'll combine rigorous analysis with strong communication skills to influence investment outcomes and contribute to a culture of continuous improvement and innovation.
Key Responsibilities | Ngā Kawenga Mahi
Conduct fundamental company and sector research to support investment recommendations and the ongoing management of model portfolios.
Take ownership of allocated sector coverage, developing investment views and presenting recommendations to internal stakeholders.
Partner with senior investment professionals on portfolio construction, asset allocation and risk management analysis.
Develop and maintain company valuation models, including discounted cash flow and other analytical frameworks.
Produce investment commentary, thought leadership content and research publications for advisers and clients.
Prepare materials for Investment Committees, including performance attribution analysis and governance reporting.
Present investment ideas, market insights and research findings at adviser forums and other internal meetings.
Engage with company management teams, fund managers, research providers and industry participants to support investment decision-making.
Support adviser and client investment enquiries with timely, high-quality analysis and insights.
Contribute to the enhancement of investment processes, governance frameworks and research capabilities, including the adoption of new technologies and analytical tools.
Desired Skills and Experience
What you will bring to the role | He aha ka kawea e koe ki te mahi
We require that you have:
Proven experience in investment research, equities analysis - preferably NZ/AU focussed, portfolio management or a comparable investment-focused role, ideally with 5+ years' experience.
Strong understanding of financial markets, company valuation, equity research methodologies and portfolio construction principles.
Demonstrated ability to develop investment recommendations supported by robust fundamental analysis.
Exceptional analytical capability, attention to detail and proficiency in financial modelling and complex Excel analysis.
Strong written and verbal communication skills, with the ability to explain investment concepts to both technical and non-technical audiences.
Tertiary qualification in Finance, Economics, Accounting or a related discipline. CFA qualification or progress towards CFA highly regarded.
Ability to build effective relationships across advisers, clients, investment professionals and external industry contacts.
Self-motivated, proactive and collaborative, with a passion for investment markets and delivering high-quality outcomes.
Why work at FirstCape? | He aha mahi i te FirstCape?
We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.
We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.
We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).
To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
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