Senior Research Analyst
Craigs Investment Partners
Tauranga
3d ago

Craigs Investment Partners (CIP) is a multi award winning investment advisory firm which is one of the largest in New Zealand.

With 19 offices located throughout the country and over 170 Investment Advisers, CIP offers solutions and advice to both private investors, corporate and institutional clients.

A rare opportunity exists for a Senior Research Analyst to join our highly regarded Private Wealth Research team. This team is responsible for all aspects of the firm’s investment strategy and research offering for our private clients.

The role focuses on Australian equities, while also contributing to broader asset allocation and strategy discussions. The successful candidate will follow a wide range of companies and sectors across the Australian market, have a primary responsibility for model portfolios, and will provide investment ideas to clients.

Research is a crucial part of our business, and this is a key position within the firm that has a high level of influence on the composition of client portfolios.

It requires impeccable communication skills, a passion for financial markets and deep analytical ability. The role will suit an experienced finance professional that enjoys working in a fast-paced environment, in a high-performing and cohesive team, at a growing company.

They will be confident, assertive and willing to make important decisions under time constraints.Depending on the candidate, this role could potentially be based at our head office in Tauranga, or in Auckland or Wellington.

Our ideal candidate would : Have ideally 10+ years financial services experience Possess proven investment analysis skills Be an excellent communicator, both written and verbal Be familiar with the Australian equity market Have experience in portfolio management and construction Display a track record of success in previous roles Exhibit exceptional attention to detail Enjoy working as part of a team Be able to explain complex ideas in a jargon-free manner for a wide audience Appreciate the issues affecting private investors

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