Investment Analyst

Marsh McLennan

. Analyse investment markets, portfolio characteristics and investment styles to support appropriate investment strategies and structures for clients .

Posted 10/20/2026full-timeAuckland • New ZealandMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical skills and attention to detail in analyzing investment markets and portfolio characteristics. Proficient in preparing accurate investment performance reports and fostering effective client relationships.

Highest-signal resume keywords

Degree In FinanceInvestment Operations UnderstandingStrong Analytical SkillsExcel ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalysisPortfolio Characteristics AnalysisPerformance ReportingNumerical CommunicationVBA Capability

Soft Skills

Attention To DetailVerbal CommunicationWritten CommunicationOrganisational SkillsAbility To Balance Priorities

Tools & Technologies

Excel

Certifications & Qualifications

Approval To Work In New ZealandCriminal And Bankruptcy Check

Industry Keywords

Investment StrategiesClient RelationshipsGovernance MattersInvestment Management FirmsService Delivery

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

Analyse investment markets, portfolio characteristics and investment styles to support appropriate investment strategies and structures for clients
Prepare, check and deliver accurate investment performance reports and client-specific commentary
Draft clear, well-written reports and supporting documentation tailored to the audience
Support day-to-day client relationships and inform clients and internal stakeholders of key industry developments, governance matters and changes in investment management firms
Work with operations and consulting colleagues to manage handoffs efficiently and improve service delivery
Review colleagues’ work to maintain accuracy before information is provided to clients

Requirements

What you’ll need

A degree in Finance, Mathematics, Business, Economics or a related discipline
Demonstrated understanding of the investments business and investment operations
Strong analytical skills and close attention to detail
Well-developed numerical, verbal and written communication skills
Ability to work to schedule
Experience using Excel
VBA capability considered an advantage
Proven ability to build effective relationships with clients and colleagues
Strong organisational skills
Experience balancing multiple priorities
Appropriate approval to work in New Zealand
Successful applicants must complete a criminal and bankruptcy check prior to commencement of employment

Benefits

Comp & perks

Professional development opportunities
Interesting work and supportive leaders
Vibrant and inclusive culture
Flexible work environment
Career opportunities
Benefits and rewards to enhance well-being
Flexibility of working remotely
Collaboration, connections and professional development benefits of working together in the office