About Us:
Māpua Wealth is a leading provider of investment research and wholesale investment advice, serving financial advisers and asset owners across New Zealand, Australia, and the Pacific Islands. We are entrepreneurial, majority employee-owned and deeply committed to our clients, including foundations, charities, Māori and iwi investors, and financial advice businesses.
The Role:
We are seeking an energetic and motivated Investment Consultant to join our team. In this role, you will support our clients across a wide range of investment activities, from managed funds to direct and co-investments in private markets. You will have the opportunity to develop and lead client relationships, contributing to their investment strategies, portfolio designs and, ultimately, their success.
Key Responsibilities:
- Work with the managing partners and members of the investment team to advise and service our clients.
- Lead and support the development and review of clients’ investment strategies and policies.
- Lead and support due diligence on direct and co-investment opportunities.
- Assist in portfolio design for clients.
- Contribute towards our fund manager research and due diligence.
- Participate in Māpua Wealth's Investment Committee.
Furthermore, you will build trusted relationships with our clients, participating in and leading our in-person and virtual client meetings, which may include the opportunity for travel. It is also expected that you will become an Accredited Investment Fiduciary, furthering your expertise and position as a valued adviser.
About You:
- An enthusiasm for helping investors and the communities they represent achieve their goals.
- 5-8+ years’ experience in investment advice or direct investing.
- A strong understanding of corporate finance and private market asset analysis.
- Broad knowledge of investment concepts, portfolio construction, and risk management.
- Excellent communication skills and ability to present complex concepts to non-experts.
- Self-starter with a proactive approach in a ‘management lite’ environment.
- Relevant qualifications (e.g., finance degrees, CFA or CAIA certifications).
- Knowledge of te ao Māori and te reo Māori is highly valued.
- Aligned with our values of connection, care, courage and stewardship.
What we can offer:
- Competitive salary and working conditions.
- Strong career development and growth prospects.
- Flexible working environment, blending office and remote work.
- Opportunity to work in a collaborative and supportive environment.
If you are passionate about investment and want to make a difference in the communities we serve, we would love to hear from you.
