About First Cape | 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.
About the opportunity | Mo te whai waahi
The Investment Services team is accountable for providing an exceptional client experience to our JBWere NZ Private Wealth Clients through ensuring assets and products are set up correctly with accurate pricing and investment data integrated onto the relevant business platforms, managing data integrity and monitoring transaction activity to ensure delivery of all clients reporting and tax statements are accurate and meet best practice requirements.
The team sits within the Office of the Chief Operating Officer (COO Team) which specialises in data and transaction processing across the firm, with accountability for accurate and timely data input and transaction processing. Key consumers of the team’s internal services include, Advisory and Adviser Support, JBWere management and its clients.
Key Responsibilities | Ngā Kawenga Mahi
- The Investment Services Analyst has direct accountability for ensuring all client investment data is efficiently maintained in an accurate, complete, and timely manner to provide an exceptional client experience. Success in the role will be measured by qualitative and quantitative evidence.
- Provide professional investment services to both internal and external clients, including owning external client relationships.
- Analyse and reconcile investment performance return calculations against transactions and valuations to resolve exceptions.
- Manage assets and pricing to enable accurate client valuations.
- Manage product and investment data with on-going data integrity maintenance.
- Investigate client queries to identify and resolve common problems.
- Deliver an exceptional custody client and tax reporting experience.
- Proactively identify everyday process improvements and solutions to challenges.
- A team player that has an approachable, professional, and positive attitude.
- Cross training in other functions performed within Custody and Operations.
What you will bring to the role | He aha ka kawea e koe ki te mahi
We require that you have some or all of the following:
- Understanding of the economic environment in relation to local and global financial markets and products recommended by JBWere NZ.
- Business and industry knowledge specific to Private Wealth Management.
- Highly numerically proficient with high attention to detail.
- Strong verbal and written communication skills
- Ability to deal with demanding time pressured situations and competing priorities.
- Ability to establish effective working relationships through an open and approachable manner.
- Service and goal orientated with a high level of drive and enthusiasm with a pro-active and self-managing style.
- Agile and adaptive with the ability and willingness to learn.
- Ability and willingness to learn new systems.
- Ability to embrace and adapt to rapid operational change.
- Degree level qualification in Finance, Business or related field or qualified by technical experience in financial services operations, either locally or globally.
- At least 2 years relevant experience gained within Banking, Finance, Insurance or Operations.
- Experience in client and asset data administration, investment pricing for valuation and performance reporting and client service-related tasks in a custodial environment.
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.
.jpg){kind=logo}