Portfolio Analyst

Tuesday, July 15th 2003, 02:46PM

ASB Group Investments has been established as a new division to integrate the Investments business within the ASB Group of companies. This includes ASB Bank and Sovereign Assurance.

This is an exciting development and an opportunity to join a group, which aspires to be the best in the financial services market. The combined business within ASB Group makes it a significant player in the industry with very strong brands in its respective markets.

We are looking for a talented Portfolio Analyst who can achieve above average returns for ASB Group Investment clients by providing analysis on funds and areas such as currency hedging.

Reporting to the Manager of Investment Management, the role will be responsible for communicating process and details on funds and performance, to support other departments within the group as well as Advisers and clients. You will also focus on contributing to the team in terms of coaching and support, and policy formulation.

You will display strengths in these key areas:

  • Strong Fund Management experience (including modelling techniques and attribution analysis)
  • Understanding of broad financial services company fund requirements
  • General industry exposure and experience
  • A working knowledge of taxation as it applies to funds
  • Ideally a CFA Charter holder.

Additionally, with the growth and evolution of this area, effective project management skills will be required along with a commercial awareness of the business.

Your exceptional performance will be the result of strong communication skills, combined with the ability to develop and maintain strong working relationships both internal and external to the organisation. You will also have the ability to meet deadlines and possess well developed problem resolution skills.

This is a sought after opportunity that will attract candidates with a successful track record in Fund Management, looking to play a key role in the exciting growth of this division. To apply, please visit our website at www.sovereign.co.nz/careers

Applications close Wednesday 23 July 2003


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