Senior Investment Analyst

Tēnei tūranga – About the role

The Senior Investment Analyst provides leadership and expertise through the evaluation and contract management process of investment made by Kānoa - Regional Economic Development and Investment Unit (Kānoa). The role is both strategic and operational in nature.

The Senior Investment Analyst works across Kānoa, with other teams within MBIE and with agencies across the public sector. They provide analysis and advice on major capital investments for the Crown, assess proposals, manage investments that have been escalated in risk and develop advice for the various funds managed by Kānoa.

The Senior Investment Analyst will be required to assist with drafting briefings to Ministers, Crown Regional Holdings Ltd, and Kānoa Senior Management.

They may also be required to produce reports or coordinate the production of reports on specific topics or areas of commercial/industrial activity.

Ngā herenga – Requirements of the role

Personal specifications

• Extensive knowledge and experience in investment management and the ability to answer enquiries, triage applications and make initial assessments with the ability to research, analyse and evaluate.
• Clear understanding of risk management relating to debt and equity investments, including how to restructure such investments should analysis defend such an action.
• Writes coherently and with clarity on complex issues. 
• Proven ability to work under pressure, meet deadlines and multi-task in a fast-paced environment.
• Good general problem identification and solution skills.
• Strong numerical ability and quantitative skills.
• Self-confidence, drive and tenacity.
• Credible, productive and respected relationships with diverse stakeholders, including senior managers, managers, team members, staff in partner agencies and key external stakeholders and opinion leaders.
• Ability to coach and mentor others by sharing their own experience and helping to challenge thinking.
• Ability to conduct sound peer review to ensure quality, validity, accuracy and consistency.
• Demonstrate an understanding of the Treaty of Waitangi and the implications for regional economic development.
• Can flexibly respond to changes in priorities and demands for work and undertakes effective risk management.
• Able to demonstrate understanding of the issues, challenges and trends in regional economic development.
• Ability to establish priorities and meet deadlines in line with good customer service.
• Tertiary qualification in finance, accounting, economics, law or related area.
• You must have the legal right to live and work in New Zealand and be able to satisfy the Ministry’s security clearance requirements.

Takohanga tuhinga o mua – Key accountabilities and deliverables

Investment Management Activities and Tasks

• Provide analysis of proposals, and indicative and detailed business cases for investment proposals and/or indicative and detailed business cases for major capital investments or other transactions.
• Keep up to date with market developments, and areas that can affect the markets, e.g., movements in the economy, including understanding how investments fit within a regional and national context.
• Undertake financial modelling and projection where required.
• Meet with and provide information to Investment Directors, the Minister and the Crown Regional Holdings Board. 
• Make recommendations to Investment Directors, Head of Investment Management, Crown Regional Holdings Board and be able to position ideas and articulate the risk or payoff for each recommendation.
• Support financial monitoring of projects.
• Ensure all compliance regulations are met.

Undertake assessments and client management responsibilities for funds administered by Kānoa. This will include:

• Conducting due diligence on companies and organisations by researching, analysing financial statements and market data.
• Analysing financial information relating to specific companies, for example company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors.
• Working with Investment Directors on more complex deals including assessment, contracting and management of contracts including if required, restructuring and credit management.

Leadership

• Lead project teams and understand/utilise the capability of team members to deliver high quality outputs.
• Provide intellectual leadership by bringing new ideas and knowledge to investment discussions and lead strategic conversations in the investment management area.
• Provide supervision, guidance, coaching and mentoring to analysts and team members.
• Contribute to the performance of the team through providing peer review and quality control.

Capability development

• Take responsibility for own professional development, working with manager, to seek opportunities to learn.

Relationship Management

• Build and maintain relationships with investment partners, including banks, fund managers, regional partners/ stakeholders and other government investment funds.
• Manage relationships with investment counterparties and be able to manage escalated risk investments including the enforcement of contract clauses related to security.
• Draw upon multiple relationships to exchange ideas, resources, and know-how.
• Represent whole-of-Ministry views and protect its reputation in any external interactions.
• Actively seek to build and maintain a network of contacts.

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 Senior Investment Analyst position reports into the Investment Director within the Investment Management branch. The branch sits within the Kānoa - Regional Development & Commercial Services 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