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.
Job Description
About the opportunity | Mo te whai waahi
We’re seeking a hands-on, curious and solutions-focused Operations Enablement Analyst to join our JBWere Operations team. This is a growth-focused role, ideal for someone looking to take the next step in their career and build toward a senior enablement, projects or business analyst role.
This role offers a unique mix of technical delivery and innovation, where you’ll design tools, build automations, and streamline processes using Excel/VBA, SQL, Power BI, and increasingly, AI. You’ll work with stakeholders across the business to identify problems, automate manual work, and deliver smarter ways of working. We know the skillset is rare, so we’re happy to invest in the development of the right person.
Key Responsibilities | Ngā Kawenga Mahi
Build and maintain operational tools and automations using Excel/VBA.
Use SQL to interrogate data and Power BI to visualise performance.
Deliver AI-enabled and low-code solutions using Office 365 tools (e.g. Power Automate).
Collaborate across Operations, Finance, Compliance, and Advisory to uplift efficiency.
Document, test, and improve tools to ensure robustness and usability.
Provide training and support to drive adoption of new solutions.
Contribute to process improvement initiatives and business change projects
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:
2–4 years’ experience in an operations analyst, reporting, or business enablement role.
Intermediate to advanced Excel and VBA skills (essential).
Basic SQL knowledge and understanding of BI principles.
Exposure to Power BI, Python, or automation tools (advantageous).
Experience or interest in AI tools and process automation.
Logical thinker with strong attention to detail and an eagerness to learn.
Excellent communication skills, with the ability to explain technical ideas simply.
A collaborative and proactive approach to solving problems.
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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