Investment Product Specialist

JobsCloseBy Editorial Insights

Investment Product Specialist at Apex Group in Wellington requires solid investment management experience, NZ funds familiarity, and a proactive learning mindset. You will join the product team to help create and manage multiple investment schemes, coordinate with managers, clients, and regulators, and assist with fund disclosure for registration. You will handle key compliance tasks, coordinate quarterly certificates and board materials, and support relationships with statutory supervisors. Key skills include NZ funds knowledge, clear communication, attention to detail, teamwork, and problem solving. Apply by tailoring your CV to fund setup, regulatory submissions, and concrete examples; apply via our direct channel and align with CSR values.

FundRock NZ Limited is a licensed MIS manager under New Zealand’s Financial Markets Conduct Act.  Through our Fund Hosting business, we issue and manage investment funds in NZ for:

• offshore investment managers who want to offer PIE-compliant funds to NZ investors, but don’t want to go through the licensing process themselves; and

• domestic investment managers who want to outsource the issuing and managing of their funds, so they can concentrate on investment management and distribution activities.

Investment Product Specialist
Location : Wellington

The ideal candidate will have some experience working within the investment management industry. You will quickly develop a comprehensive understanding of creating and managing investment funds, reflecting that you will be involved in helping manage 30+ managed investment schemes with more than $ 14 billion of assets.

Ideally you will come from an investment operations, finance, product, or legal background, and be eager to learn. The role involves working on the funds we create and manage, interacting with investment managers and other key suppliers, and dealing with regulators and scheme supervisors.

Job Responsibilities:

• Work as a key member within our investment product team. You will work alongside our experienced team of specialists who will help build your investment fund knowledge and expertise.

• Help manage our relationships with global investment managers, wholesale and retail clients who invest in the funds, and key suppliers within the funds management industry. This will provide you with a great understanding of the New Zealand funds management landscape.

• Assisting in the preparation of fund information including disclosure material for registration with the regulator. This will help build skills around creating and managing New Zealand investment funds.

• Coordinating and completing key compliance tasks to ensure that all statutory tasks are completed on time for all of the investment funds that we manage.

• Coordinate the preparation of quarterly supervisor and investment manager certificates.

• Coordinate preparing quarterly information for our board of directors.

• Assist in the management of the ongoing relationship with our statutory supervisors and other key stakeholders.

Skills required:

• Good understanding and keen interest in NZ’s investment management industry.

• Ability to communicate effectively both in written and verbal forms.

• Keen attention to detail and accuracy.

• Ability to work in a team-oriented, collaborative environment.

• Ability to think innovatively and embrace change.

• Ability to set and manage priorities.

• Ability to think critically and solve problems.

• Aspirational on behalf of themselves and the team

What you will get in return:

· A genuinely unique opportunity to be part of an expanding large global business;

· Competitive remuneration commensurate with skills and experience;

· Training and development opportunities

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

“Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”

As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.