Investment Analyst
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Tēnei tūranga – About the role
Kānoa – Regional Development Unit (Kānoa – RDU) is the focal point within Government for regional economic development (RED).
The Investment Analyst works across Kānoa – Regional Economic Development & Investment Unit (RDU), 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 and develop advice for the various funds managed by Kānoa –RDU.
The Investment Analyst will be required to assist with drafting briefings and reports to Ministers, Crown Regional Holdings Ltd, and Kānoa-REDIU 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
- Knowledge and experience in investment management and the ability to answer enquiries, triage and make investment assessments with the ability to research, analyse and evaluate.
- Strong numerical ability and quantitative skills.
- Self-confidence, drive and tenacity with proven ability to work under pressure, establish priorities and meet deadlines in a fast-paced environment.
- Excellent communication skills both verbal and written.
- Demonstrated experience in developing and maintaining key networks and constructive stakeholder relationships both internal and external to the organisation.
- The ability to work with all levels of the organisation and relate to and gain the confidence of a diverse range of stakeholders
- Initiative, flexibility, and innovation.
- Tertiary qualification preferably in finance, accounting, economics, law or related discipline.
Key Relationships
- Applicants and clients seeking investment.
- Investment Directors and other members of the Investment Management Branch.
- All Managers and staff in Kānoa – RDU.
- Broader MBIE and interagency.
Takohanga tuhinga o mua – Key accountabilities and deliverables
Responsibilities of this position are expected to change over time as the Ministry responds to changing needs. The incumbent will need the flexibility to adapt and develop as the environment evolves.
Investment Management Activities and Tasks
- Undertake assessments and client management responsibilities for funds administered by Kānoa – RDU. This will include:
- conducting due diligence on companies and organisations by researching, reading financial statements and market data
- analysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors
- assisting Senior Investment Analysts/Commercial Leads/Investment Directors with more complex deals from assessment through to contracting and management thereof
- understanding how investments fit within a regional and national context
- Keep up to date with market developments, and areas that can affect the markets, e.g. movements in the economy, financial news using specialist media sources
- Undertake financial modelling and projection where required
- Draft and write research reports as required
- Make recommendations to Investment Directors, this might include summaries of research and/or investment ideas, with the ability to position ideas and articulate the risk or payoff for each recommendation
Relationship Management
- Build and maintain regional governance and stakeholder group relationships
- Build and maintain effective relationships and partnerships with internal and other stakeholders, as necessary
- Represent whole-of-Ministry views and protect its reputation in any external interactions
- Develop and maintain effective working relationships with investment partners, including banks, fund managers, regional partners/ stakeholders and other government investment funds
Wellbeing, health & 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 Analyst position reports into the Investment Director People Manager within the Investment Management Branch. The branch sits within the Kānoa – Regional Economic Development & Investment Unit group.
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 Aotearoa New Zealand for All.
To Grow Aotearoa New Zealand for All, we put people at the heart of our mahi. 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
