About the role

As a Trader at Fisher Funds, you will sit at the centre of the investment process, partnering directly with Portfolio Managers to implement investment ideas across global markets. You'll have a meaningful impact on portfolio performance through best execution, liquidity management, risk management, and implementation expertise.

This role is key to delivering efficient portfolio outcomes while maintaining compliance with regulatory requirements. You'll contribute to the ongoing development of Fisher Funds' portfolio implementation capability through process improvement, execution insights, and optimisation of trading outcomes.

You'll join a collaborative investment team managing diversified portfolios across global markets, working alongside experienced Portfolio Managers, Investment Strategists, and Investment Operations specialists.

Success in this role will be measured through execution quality, portfolio implementation outcomes, risk management, operational efficiency, and the strength of relationships internally and across the market.

Key Responsibilities:

Portfolio implementation & execution

• Execute trades across equities, foreign exchange, derivatives, fixed income, and alternative assets, delivering efficient implementation of investment decisions.
• Deliver best execution outcomes, balancing cost, liquidity, market impact, and investment objectives.
• Implement portfolio rebalancing to maintain alignment with investment strategy, target asset allocations, and compliance requirements.
• Manage the implementation impacts of investment decisions, including execution timing, market impact and portfolio exposures.

Exposure & liquidity management

• Monitor and manage portfolio exposures to ensure alignment with investment strategy, risk parameters, and portfolio objectives.
• Manage cash and liquidity requirements to support portfolio implementation and minimise performance drag.
• Manage FX hedging to maintain target currency exposures and manage portfolio risk.

Systems & process optimisation

• Utilise order management system and trading analytics to enhance execution quality, portfolio implementation, and operational efficiency.
• Identify opportunities to improve trading frameworks, automate workflows, strengthen controls, and enhance the scalability of trading processes.

Execution quality & stakeholder collaboration

• Monitor and evaluate execution quality using transaction cost analysis and other trading analytics to support best execution outcomes.
• Build strong working relationships with Portfolio Managers and relevant internal teams.
• Develop and maintain relationships with brokers, counterparties, custodians, and market participants to support strong execution outcomes.
• Provide market colour, liquidity insights, and execution recommendations to Portfolio Managers and the broader investment team.

Skills and Experience

• Experience in trading, portfolio implementation, or investment operations within an institutional investment, asset management, pension, or sovereign wealth environment.
• A relevant degree and/or progress toward the CFA designation is desirable, though we welcome candidates whose expertise has been built through hands-on experience in institutional trading or portfolio implementation.
• Strong technical knowledge of funds management, portfolio implementation, trading processes, and systems.
• Experience trading and implementing portfolios across multiple asset classes, including liquidity management, hedging, and rebalancing activities.
• Demonstrated ability to improve processes, identify efficiencies, minimise risk, and maintain strong compliance outcomes.
• Strong relationship skills with the ability to collaborate across teams and manage multiple stakeholders
• Good understanding of the New Zealand regulatory environment and compliance requirements
• Strong systems aptitude, with experience using order management systems, trading platforms, and data analytics tools.
• You do not need to meet all these requirements to be considered for the role.

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years

• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.

• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.

• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world

• We have one of the largest client services teams in New Zealand and an award-winning one at that.

• This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications Close – 18 June 2026