Senior Investment Analyst
Frog Recruitment ·www.frogrecruitment.co.nz
Apply directFixed Term: 12 months | Wellington-based
About the Employer
This public sector agency plays a pivotal role in managing a significant national funding portfolio (of grants provided to community groups) aimed at enhancing community wellbeing.
About the role
This 12-month fixed term Wellington-based role offers the opportunity to own the financial monitoring and reporting cycle for a $multi-million national funding portfolio, that funds community-based organisations nationwide. You will be part of a small, dedicated team focused on delivering insights that inform strategic decision-making at the highest levels.
Key responsibilities
- Own the portfolio financial reporting and monitoring of funding and investment activities
- Portfolio budgets, forecasts and variance analysis related to grants provided to community groups
- Utilise investment systems to manage grant allocations and performance data
- Portfolio level reporting for senior leadership, Board, and Ministerial audiences, providing insights to drive informed decision-making
- Clear, concise variance commentary and financial insight.
This is hands on financial ownership at scale. It is not a transactional accounts role.
Required skills & experience for this role
- Proven experience in a Finance role in the New Zealand public sector (minimum of 5 years), particularly with funding/grant or investment analysis
- Strong experience working with budgets, forecasts, actuals, and variance analysis
- Advanced MS Excel capability (essential), with demonstrated ability to analyse complex data
- Confidence using financial and planning systems (Adaptive Insights or similar)
- Experience reviewing financial information from external organisations
- Familiarity with Power BI is advantageous but not essential
- a relevant tertiary qualification.
Team & Culture
You’ll join a small, collaborative Investment team that values: Clear ownership and accountability, Calm, methodical problem solving, Low ego, supportive teamwork. This role sits at senior level and acts as the team’s go to expert for numbers, systems, and portfolio performance.
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Frequently asked questions
Who is hiring for the Senior Investment Analyst role?
Frog Recruitment is hiring for the Senior Investment Analyst position, a Shazamme client. Apply directly on the employer's career site.
Where is the Senior Investment Analyst job located?
The Senior Investment Analyst role with Frog Recruitment is based in Wellington, NZ.
What does the Senior Investment Analyst role pay?
Frog Recruitment lists the Senior Investment Analyst role at up to NZD 135,000 per year.
Is the Senior Investment Analyst role full-time or contract?
This is a full time position at Frog Recruitment.
What experience level is the Senior Investment Analyst role?
The Senior Investment Analyst position is aimed at senior-level candidates.
How do I apply for the Senior Investment Analyst role at Frog Recruitment?
Apply directly on Frog Recruitment's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.