Shaw and Partners Financial Services, formerly JMI Wealth, is a leading investment and wealth management firm with a strong presence across Australia and New Zealand.

They take a client-first approach, tailoring investment strategies to individual goals with transparency, clear communication, and ongoing support. The firm is grounded in prudent, long-term investing, focusing on capital diversification, risk management, and keeping the investment process straightforward. With access to global markets through their parent company EFG International, Shaw and Partners combines the intimacy of a boutique firm with the scale of a major international institution.

As a Senior Investment Analyst, you will be responsible for supporting the investment team in the ongoing management of client investment portfolios.

Working closely with the Investment Strategist and broader investment team, you will play a key role across portfolio analysis, investment research, performance reporting, manager due diligence, fund operations and investment governance.

This position offers broad exposure to investment decision-making and would suit an intellectually curious investment professional seeking a diverse and hands-on role.

Key Responsibilities

• Analyse portfolio performance and prepare reporting, including contribution, attribution and client reporting
• Monitor portfolio positions, support cash management activities and assist with fixed income trade execution
• Maintain and enhance portfolio risk, liquidity and stress-testing models and present findings to internal stakeholders
• Conduct investment and manager research, including ongoing monitoring of investment solutions and external fund managers
• Prepare investment commentary, market updates and client-facing investment collateral
• Support the operational management of investment products, including the Clarity Fixed Income Fund and KiwiSaver-related initiatives
• Attend and contribute to Investment Committee meetings, including the preparation of reports and meeting minutes
• Assist with external fund manager meetings, due diligence activities and investment governance processes
• Support business development initiatives through the preparation of investment material, presentations and proposal responses
• Identify and implement opportunities to improve investment, reporting and operational processes through technology, automation and AI tools

What You'll Bring to the Role

You will have approximately 5–10 years’ experience in an investment-focused role across funds management, wealth management, equity research or investment consulting. This may include experience across equities, fixed income or multi-asset investment environments, as well as exposure to investment banking or institutional investment roles.

You will be technically strong, with demonstrated experience in investment analysis, portfolio or security-level research, and working with large and complex datasets. Strong financial modelling capability and advanced Excel skills are essential, with exposure to Bloomberg, Morningstar or similar investment platforms highly desirable. A tertiary qualification in Finance, Economics, Accounting or a related discipline is expected, and CFA progression or qualification will be viewed favourably.

For more information, please contact Carlos Kirkwood-Ale in confidence on +64 22 186 1077, or submit your CV (in Word format) to Carlos@dga.nz, quoting reference CKA1453138.