Analysis & Reporting (Banking & Financial Services) Full-time Craigs Investment Partners (Craigs) is looking for a detail-oriented team player with an interest in sustainability to join the Private Wealth Research ( PWR ) team as a Sustainability Associate.
Based in our Head Office in central Tauranga, this full-time permanent role would suit someone who is looking to start out their career in financial services or with 1 – 2 years of relevant experience on board.
The PWR team coordinates and delivers all aspects of the firm's investment views for its private clients, as well as sustainability views.
Our research covers listed equity securities in New Zealand, Australia, Asia, Europe and North America, fixed income, currencies, portfolio strategy, economics and corporate actions.
The Sustainability Associate helps develop, maintain and continually improve the sustainability framework Craigs uses to assess companies and securities from an environmental, social and governance perspective.
This includes engaging with companies, as well as working with our Investment Advisers (and with some clients on a direct basis) to ensure portfolios are aligned with client values.
Reporting to the Senior Sustainability Analyst, the role also supports the other members within the PWR team, particularly in relation to the funds we research.
PWR is a high-profile area of the Craigs business and as such, this role requires a high standard of written and oral communication, sustainability knowledge and analytical ability.
About you To be successful in this role, you will ideally have: A tertiary qualification in finance, commerce, business, science or sustainability An interest in global sustainability trends, financial markets, portfolio management and investment analysis.
A passion for finance and sustainable investing.
Microsoft Excel, Word and PowerPoint skills.
Effective communication skills, in both verbal and written forms.
Adept at taking a collaborative approach to working with a range of stakeholders.
Well-developed empathy skills for working with clients and team members.
A flexible, growth mindset to initiate positive change in a dynamic environment.
Ability to work as part of a team.
About the Company Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand.
With 19 offices located throughout the country and over 650 employees, we offer solutions and advice to both private investors, as well as corporate and institutional clients.
Why Craigs?
We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued.
We grow as a team and with our clients and are always looking to support our communities – both internal and external.
Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
We are stronger together We strive for excellence We put people first We do what's right How to apply If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.
#J-18808-Ljbffr