Ko Mātou – About Us

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 our Funds Management, Asset Allocation team, you will support the management of ANZ's diversified investment portfolios, helping to deliver investment insights, research and analysis that inform asset allocation decisions across KiwiSaver, managed funds and private banking portfolios.

Working closely with the Asset Allocation team, you'll contribute to strategic and tactical asset allocation activities, manage research, portfolio analysis and the ongoing enhancement of investment models and processes that drive investment outcomes for our customers.

Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.

Role Location: Auckland

Role Type: Full Time, Permanent

Ka aha tō rā e kite ai? - What will your day look like

In a typical day or week, you will be:

• Conduct investment research and quantitative analysis to support strategic and tactical asset allocation decisions across KiwiSaver, managed funds and private banking portfolios.
• Build, maintain and enhance financial models used to assess market opportunities, capital market assumptions, portfolio construction and investment strategy outcomes.
• Analyse the performance of external investment managers and support manager selection, due diligence and ongoing monitoring activities.
• Prepare investment insights, reports and presentations for senior stakeholders, helping communicate market views, portfolio positioning and investment strategies.
• Partner with portfolio management, risk, compliance and performance teams to deliver accurate investment analytics, performance reporting and mandate monitoring.
• Contribute to the ongoing development of investment processes, tools and responsible investing initiatives, including the integration of ESG considerations into portfolio decision-making.

Ōu Pūkenga? - What will you bring?

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

• 3-4 years' experience in asset management, asset allocation, funds management or a related investment environment, with a strong understanding of financial markets and investment principles.
• A relevant tertiary qualification in Finance, Economics, Mathematics, Commerce or a related discipline, with progress towards the CFA designation viewed favourably.
• Advanced quantitative, financial modelling and analytical skills, including strong proficiency in Excel and statistical analysis techniques.
• Experience using investment and market data platforms such as Bloomberg and Aladdin, along with Python coding skills for data analysis, modelling and automation.
• Strong written and verbal communication skills, with the ability to translate complex investment concepts into clear and actionable insights.
• A proactive and detail-oriented approach, with the ability to manage competing priorities, solve complex problems and collaborate effectively within a high-performing investment team.

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 apply for this role by visiting ANZ Careers and searching for reference number 126189.

Te Rā Ōtinga - Job Posting End Date

12/11/2026, 11.59pm, (Melbourne Australia)