About Harbour Asset Management | Mo Harbour Asset Management
Harbour’s vision is to be the Most Trusted Investment Manager, which means we continually strive to exceed our clients’ expectations through service, communication and transparency. As a growing and highly successful team with a strong family culture, everyone at Harbour is focused on delivering the best possible outcomes for our clients and continuously improving.
About FirstCape | Mo FirstCape
FirstCape is one of New Zealand’s largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential. This role will sit within our Harbour Asset Management Business Line.
Job Description
About the opportunity | Mo te whai waahi
We are currently seeking a Product Analyst to support the Product team by ensuring we comply with regulatory requirements relating to product reporting and help to identify trends that could indicate systemic issues across the product set and delivery channels.
This role will mainly focus on work directed by others, but will include some self-directed work, including analysis of customer data, competitor analysis and product analysis. It will include relationship management and may suit someone with some experience as a reporting or data analyst and ideally in the Wealth Management industry.
Key Responsibilities | Ngā Kawenga Mahi
Managing Risk
Collate and manage data inputs to deliver a range of reporting, as required.
Customer
Provide expert support and query management to internal teams working with the product set.
Review internal information to deliver insights that may impact Product team and management decision making.
Continuous Improvement
Contribute to and enhance a range of internal and external relationships, including the identification and delivery of process improvements.
Desired Skills and Experience
What you will bring to the role | He aha ka kawea e koe ki te mahi
2 plus years’ financial services reporting or data analytics experience, particularly within wealth management. Good knowledge of investments, including KiwiSaver, and the funds management industry.
A high level of computer literacy.
Experience working as a Product analyst, reporting or data analyst in wealth management in New Zealand.
Degree qualified in a financial services’ related field.
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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