Investment Analyst - Research & Investment Strategy
Fisher Funds
IT
Auckland, New Zealand
Posted on Sep 25, 2025
Your new company:
Join a reputable investment firm committed to delivering exceptional client outcomes. With a strong focus on research-driven strategy, they offer a dynamic, collaborative work environment where innovation and rigor are valued.
Your new role:
As an Investment Analyst – Research & Investment Strategy, you will play a critical role in shaping portfolio decisions through deep market research and financial analysis. You’ll work alongside senior professionals to support asset selection and portfolio strategy across multiple investment products.
Responsibilities:
To apply, submit your CV via the link below. For a confidential chat, contact Chris Martin on 021 137 8205 or email chris.martin@findrecruitment.co.nz.
Got a friend? If you know anyone that may be suitable, forward on the advert, and you can get a $300 referral voucher when they are placed! Details are at: https://findrecruitment.co.nz/refer-a-friend/
Join a reputable investment firm committed to delivering exceptional client outcomes. With a strong focus on research-driven strategy, they offer a dynamic, collaborative work environment where innovation and rigor are valued.
Your new role:
As an Investment Analyst – Research & Investment Strategy, you will play a critical role in shaping portfolio decisions through deep market research and financial analysis. You’ll work alongside senior professionals to support asset selection and portfolio strategy across multiple investment products.
Responsibilities:
- Conduct financial modelling and in-depth investment research
- Analyse macroeconomic trends and market sectors
- Prepare performance analysis and investment recommendations
- Support portfolio construction and tactical asset allocation
- Contribute to client reports, investment insights and thought leadership
- Assist the Investment Committee with fund evaluations and summaries
- Maintain compliance across regulatory and internal standards
- Monitor trades, cash positions, and transaction documentation
- Tertiary qualification in Finance, Business or Economics
- 2+ years of experience in investment management, research or trading
- Strong financial modelling and Excel skills
- Excellent communication and report writing capabilities
- CFA qualified or working towards (preferred)
- Ability to manage complexity and solve problems effectively
- Collaborative team player with attention to detail and integrity
- Health and life insurance coverage
- Mentorship from senior investment leaders
- Exposure to broad asset classes and investment products
- Contribution to high-impact client outcomes
- A culture that values innovation, research and continuous improvement
To apply, submit your CV via the link below. For a confidential chat, contact Chris Martin on 021 137 8205 or email chris.martin@findrecruitment.co.nz.
Got a friend? If you know anyone that may be suitable, forward on the advert, and you can get a $300 referral voucher when they are placed! Details are at: https://findrecruitment.co.nz/refer-a-friend/