Fund manager

About the role

United Capital Investment Limited is seeking an experienced Fund Manager to join the investment management team. The successful candidate will play a key role in evaluating investment opportunities, managing investment portfolios, conducting investment research and due diligence, monitoring investment performance, and supporting the company's investment governance framework.

Key responsibilities

• Identifying, researching and evaluating potential investment opportunities.
• Conducting detailed investment analysis and due diligence.
• Assessing investment fundamentals, expected returns, risks, liquidity and investment time horizons.
• Preparing investment papers and recommendations for the Investment Committee.
• Managing and monitoring investment portfolios in accordance with approved investment mandates and strategies.
• Reviewing portfolio performance and recommending appropriate investment actions.
• Supporting portfolio construction, diversification and asset allocation decisions.
• Monitoring market conditions, economic developments and investment trends.
• Reviewing investment valuations and performance against appropriate benchmarks and investment objectives.
• Maintaining appropriate investment records and supporting investment governance processes.

About you

• New Zealand Certificate in Financial Services (Level 5) – Investment strand, or an equivalent recognised investment qualification; or previous experience as an Authorised Financial Adviser (AFA) with relevant investment experience under the former New Zealand financial adviser regime.
• Demonstrated professional experience in investment management, fund management, portfolio management, investment research, investment analysis or investment advisory.
• Strong understanding of investment products, financial markets and portfolio management principles.
• Practical experience in assessing investment opportunities and preparing investment recommendations.
• Strong financial and quantitative analytical skills.
• Understanding of investment risk management, diversification and portfolio monitoring.
• Knowledge of New Zealand's financial services and investment regulatory environment.
• Strong written and verbal communication skills.
• High standards of professional judgement, integrity and confidentiality.
• A degree in Finance, Accounting, Economics, Investment, Commerce or a related discipline would be advantageous.

About us

United Capital Investment Limited is an investment management company based in Auckland, New Zealand.