Investment Advisor – Tourism and Hospitality

Tēnei tūranga – About the role

The Investment Advisor in the Investment Management and Performance (IMP) team provides specialist investment support for the planning, coordination and execution of funding processes and contract administration for MBIE’s Tourism and Hospitality investment portfolio. Approximately, $100 million in Crown investment is overseen by the IMP team.

The Tourism and Hospitality investment portfolio includes the Ngā Haerenga NZ Cycle Trails Fund, Tourism Infrastructure Fund, the International Conservation and Visitor Levy (IVL) and any other tourism related investment vehicles.

Working with other members of the team, the Investment Advisor will make a valuable contribution to maximise the tourism investment operations to meet New Zealand’s economic, social and environmental goals.

Ngā herenga – Requirements of the role

Personal specifications

• Experience in project planning coordination and business processing support and reporting.
• Experience in government processes and best practice in the funding operation and contracting areas is desirable.
• Have an aptitude to use the Ministry’s Investment and Financial Management Systems.
• Have an aptitude to design and configure templates, spreadsheets, reporting dashboards and forms for investment processes to ensure they are fit for purpose. Previous relevant technical experience is beneficial.
• Ability to communicate effectively (written and verbally) with a wide range of stakeholders, both internal and external.
• Ability to manage positive relationships with people at all levels in the organisation.
• Have an eye for detail and a high level of accuracy.
• An appreciation of Māori perspectives.
• A proactive, solution focused work style with a strong customer service focus and delivery.
• Be comfortable with ambiguity that change brings, as we remain agile to a changing funding environment, demonstrating your resilience, multi-tasking skills and experience.
• Excellent written and communication skills.

Qualifications and Experience

• A relevant tertiary business qualification is desirable and/or one to three years comparable relevant experience in investment management (grants, contracting, business administration).
• Experience in project management/coordination and/or procurement is advantageous.

Takohanga tuhinga o mua – Key accountabilities and deliverables

Indicators of success

The Investment Advisor will be required to deliver results in the following areas, as well as other deliverables/tasks/activities from time to time based on the needs of the Business:

Contribute to the development of new investment processes

• Support Senior Investment Coordinators and Principal Investment Coordinators to develop investment processes that ensure all tasks are captured and tracked as the process progresses.
• Participate in the planning and development of any new investment funding processes to ensure the processes can be operationalised efficiently.

Implement investment processes

• Coordinate funding enquiries, monitor shared mailboxes and provide technical support to applicants needing help submitting their funding applications.
• Organise and provide logistical and administrative support to assessment panel meetings to evaluate funding applications.
• Work with Senior Investment Coordinators and Principal Investment Coordinators, and the Legal team to coordinate and process contracts and contract variations.
• Undertake business case assessments and provide support for contractual negotiations with successful applicants.
• Support the development of investment documentation such as detailed timelines, process documentation (e.g., flowcharts), calls for proposals, application guidelines, application forms, web content, assessment guidelines and contracting documentation. Develop and maintain template documentation as required.
• Liaise with MBIE Comms and/or the Ministers office as needed regarding any funding announcements.

Manage and monitor investments

• Work within the Ministry’s Investment Management System (PITAU) and/or the Financial Management Information System (FMIS) to configure funding applications, assessments, contracts and reporting templates as required, as well managing the invoice process for the payment of grants and contracts to funding recipients.
• Manage processing of funding payments to ensure contractual and probity obligations are met before processing.
• Prepare and support financial information when required to help manage the fund budgets.

Advice and reporting

• Draft written advice and/or provide peer review and proofing of advice for decision makers and the Minister including Briefings, Memoranda, Aide Memoires and any other ad hoc advice or information as required, regarding MBIE’s Tourism investments.
• Provide advice on trends, issues and opportunities relating to specific investment vehicles.
• Prepare and support the creation of financial information/reports as required to ensure that fund budgets are effectively managed.
• Prepare or provide information for responses to Parliamentary Questions, OIAs and other correspondence as required.
• Liaise with Auditors to provide information as required.
• Contribute to policy development.

Team contribution

• Work co-operatively and effectively with others to achieve team and branch goals.
• Participate in team discussions, assist in the identification of solutions, and resolution of issues and problems.
• Support colleagues and peer review/proofread work as requested.
• Participate in discussions with the team about the implementation of best practice investment processes.

Relationship management

• Maintain relationships across a variety of functions in the Ministry. Draw upon multiple relationships to exchange ideas, resources and know how. Actively seek to build and develop a network of contacts.
• Provide excellent customer service to external stakeholders and funding recipients.
• Lead collaborative and purposeful relationships with external stakeholders and staff within MBIE to ensure effective process implementation.

Wellbeing, health and safety

• Displays commitment through actively supporting all safety and wellbeing initiatives.
• Ensures own and others' safety at all times.
• Complies with relevant safety and wellbeing policies, procedures, safe systems of work and event reporting.
• Reports all incidents/accidents, including near misses in a timely fashion.
• Is involved in health and safety through participation and consultation.

Tō tūranga i roto i te Manatū – Your place in the Ministry

The Investment Advisor position reports into the Manager Investment Management Performance, Investment Management Performance within the Tourism and Hospitality branch. The branch sits within the Labour Science and Enterprise, LSE group.

More information about MBIE’s structure

To mātou aronga – What we do for Aotearoa New Zealand

Hīkina Whakatutuki is the te reo Māori name for the Ministry of Business, Innovation and Employment. Hīkina means to uplift. Whakatutuki means to move forward, to make successful. Our name speaks to our purpose – Grow New Zealand for All.

To Grow New Zealand for All, we put people at the heart of our mahi (work). Based on the principles of Te Tiriti o Waitangi / The Treaty of Waitangi, we are committed to upholding authentic partnerships with Māori.

• As agile public service leaders, we use our breadth and experience to navigate the ever-changing world.
• We are service providers, policy makers, investors and regulators. We engage with diverse communities, businesses and regions. Our work touches on the daily lives of New Zealanders.
• We grow opportunities (Puāwai), guard and protect (Kaihāpai) and innovate and navigate towards a better future (Auaha).

Ngā matatau – Our competencies

Cultivates innovation We create new and better ways for the organisation to be successful by challenging the status quo generating new and creative ideas and translating them into workable solutions.

Nimble learning We are curious and actively learn through experimentation when tackling new problems by learning as we go when facing new situations and challenges.

Customer focus We build strong customer relationships and deliver customer-centric solutions by listening and gaining insights into the needs of the communities we serve and actively seeking and responding to feedback.

Decision quality We make quality and timely decisions that shape the future for our communities and keep the organisation moving forward by relying on an appropriate mix of analysis, wisdom, experience, and judgement to make valid and reliable decisions.

Action oriented We step up, taking on new opportunities and tough challenges with purpose, urgency and discipline by taking responsibility, ownership and action on challenges, and being accountable for the results.

Collaborates We connect, working together to build partnerships with our communities, working collaboratively to meet shared objectives by gaining trust and support of others; actively seeking the views, experiences, and opinions of others and by working co-operatively with others across MBIE, the public sector and external stakeholder groups.

Te Tiriti o Waitangi

As an agency of the public service, MBIE has a responsibility to contribute to the Crown meeting its obligations under Te Tiriti o Waitangi (Te Tiriti).

Meeting our commitment to Te Tiriti will contribute towards us realising the overall aims of Te Ara Amiorangi – Our Path, Our Direction, and achieve the outcome of Growing New Zealand for All.

The principles of Te Tiriti – including partnership, good faith, and active protection – are at the core of our work.

MBIE is committed to delivering on our obligations as a Treaty partner with authenticity and integrity and to enable Māori interests. We are committed to ensuring that MBIE is well placed to meet our obligations under the Public Service Act 2020 (Te Ao Tūmatanui) to support the Crown in strengthening the Māori/Crown Relationship under the Treaty and to build MBIE’s capability, capacity and cultural intelligence to deliver this.

Mahi i roto i te Ratonga Tūmatanui – Working in the public service

Ka mahitahi mātou o te ratonga tūmatanui kia hei painga mō ngā tāngata o Aotearoa i āianei, ā, hei ngā rā ki tua hoki. He kawenga tino whaitake tā mātou hei tautoko i te Karauna i runga i āna hononga ki a ngāi Māori i raro i te Tiriti o Waitangi. Ka tautoko mātou i te kāwanatanga manapori. Ka whakakotahingia mātou e te wairua whakarato ki ō mātou hapori, ā, e arahina ana mātou e ngā mātāpono me ngā tikanga matua o te ratonga tūmatanui i roto i ā mātou mahi.

In the public service we work collectively to make a meaningful difference for New Zealanders now and in the future. We have an important role in supporting the Crown in its relationships with Māori under the Treaty of Waitangi. We support democratic government. We are unified by a spirit of service to our communities and guided by the core principles and values of the public service in our work.

What does it mean to work in Aotearoa New Zealand’s Public Service?(external link) — Te Kawa Mataaho The Public Service Commission