Our Client’s Performance and Compliance Team is a specialized, client-focused group that provides critical investment analytics to internal and external clients.
We are seeking a Senior Analyst – Performance and Compliance to join the Wellington team. This role combines technical expertise with client-facing responsibility, ensuring high-quality delivery of performance, attribution, and investment compliance services.
You’ll oversee reporting from a global operations hub based overseas, engage directly with New Zealand-based clients, and play a key role in change management, service optimization, and onboarding new activities.
Key Responsibilities
- Deliver performance, attribution, and risk reporting services for New Zealand clients.
- Oversee and review reporting outputs from the offshore hub to ensure accuracy and timeliness.
- Act as an escalation point for complex client queries, liaising between the hub and clients.
- Conduct daily monitoring of investment compliance mandates – creating, testing, and interpreting controls.
- Investigate and resolve mandate breaches, liaising with investment managers and clients.
- Support client change requests, onboarding, and process improvements.
- Participate in service review meetings, workshops, and system demonstrations.
Ideally you will Bring
- 5+ years’ experience in performance analysis roles, including:
- 3+ years in performance measurement & attribution reporting.
- 2+ years in performance-related project work (e.g., system implementation, process optimization).
- Advanced understanding of performance methodologies (e.g., time-weighted returns, IRR, attribution models).
- Strong knowledge of risk statistics (e.g., tracking error, Sharpe ratio, alpha, beta).
- Proven ability to interpret investment mandates into compliance rules.
- Practical experience liaising with clients on performance and compliance matters.
- Strong Microsoft Excel skills (VBA/SQL knowledge a plus).
- Tertiary qualification, with CIPM/CFA (or similar) preferred.
Why Join our Client?
Our Client offers the opportunity to work in a global organisation with local impact. This role provides:
- Direct client engagement with leading New Zealand institutions.
- The opportunity to influence service design and optimization.
- A collaborative and professional environment where your expertise will be valued.
- Professional development pathways, including support for industry qualifications.
How to Apply
If you are a technically skilled analyst who thrives in a client-facing role and wants to be part of a global leader in financial services, we’d love to hear from you.
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