Req ID:
117602

Department:
Funds Management Investment Management

Division:
New Zealand

Location:
Auckland

Ko Mātou – About Us
Kia Hanga I Te Ao, E Ora Ai, E Tupu Ai, Te Tangata Me Te Kainga. At ANZ, we’re shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. Mō te tūranga - About the role

As an Investment Analyst in the Asset Allocation team, you will support the design, monitoring, and implementation of portfolio positions across strategic and tactical asset allocation. This role helps turn market insight, quantitative analysis, and portfolio research into disciplined, evidence-based investment decisions for customer portfolios. Reporting to the Head of Asset Allocation and working closely with senior investment team members, you will contribute to the development of asset allocation views, portfolio analytics, investment insights, and governance materials aligned with the fund’s objectives, risk settings, and investment beliefs.

Banking and investment management are changing, and we’re changing with them. This role offers the opportunity to build your investment capability, work with experienced portfolio professionals, and contribute to decisions that help shape long-term outcomes for our customers.

Role Type: Permanent
Role Location: Auckland
Work Hours: Full-time Ka aha tō rā e kite ai? - What will your day look like

As an Investment Analyst, you will:
Conduct macroeconomic, market, and asset class research to support investment views, thematic work, and portfolio decision-making.

Identify, evaluate, and monitor tactical asset allocation opportunities by analyzing market conditions, valuations, fundamentals, positioning, and behavioural drivers.

Contribute analysis and data inputs to long-term portfolio design work, including capital market assumptions, scenario analysis, and portfolio construction exercises.

Monitor market developments, emerging risks, and investment opportunities to support proactive idea generation and timely portfolio discussion.

Develop, maintain, and enhance investment models, analytical tools, dashboards, and reporting used for portfolio analysis, risk monitoring, and decision support.

Prepare clear investment reporting, presentations, and briefing materials that communicate the team’s views to internal stakeholders.

Ōu Pūkenga? - What will you bring?

To grow and be successful in this role, you will ideally bring the following:

Sound understanding of financial markets, asset classes, macroeconomic drivers, and the key contributors to investment performance.

Strong Excel and financial modelling capability, with confidence working with large and complex data sets; experience with tools such as Bloomberg, FactSet, Power BI, Python, or R would be an advantage.

Ability to interpret performance outcomes, risk exposures, valuations, and market developments to support investment insights and portfolio discussions.

Experience supporting investment research, portfolio analytics, asset allocation, economics, consulting, or reporting within a financial markets or investment management environment.

Strong verbal and written communication skills, with the ability to present analysis clearly, succinctly, and with sound judgement.

Intellectual curiosity, attention to detail, and the confidence to question assumptions constructively in a collaborative team environment.

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you. He aha te take e uru ai koe ki a mātou? - So, why join us?

From the moment you join ANZ, you'll be part of a work whānau striving towards a common purpose: shaping a world where communities thrive.

But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and community you need to take the next big step in your career.

We're a diverse community at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of Aotearoa New Zealand's communities and this is one of the reasons that has inspired us to develop a multi-year Te Ao Māori Strategy called Tākiri-Ā-Rangi. This includes increasing representation of Māori and Pasifika people at ANZ. Join us and get involved in one of our affinity networks which help us to better understand and meet the needs and interests of our increasingly diverse workforce.

Kua wātea te katoa ki te tono. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with an access requirement or disability, let us know how we can provide you with additional support.

To find out more about working at ANZ visit https://www.anz.co.nz/careers/ .You can
17/07/2026, 11.59pm, (NZ)