Principal Investment and Planning Advisor
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Tēnei tūranga – About the role
The Strategy, Performance and Design (SPD) branch enables and empowers the functions of Te Whakatairanga Service Delivery (TWSD) to ensure that work is planned and prioritised in a way that will deliver on our strategic outcomes and in alignment to financial obligations. The SPD Branch is a centre of expertise, delivering a variety of specialised functions across TWSD. It brings clarity and robust advice to the way work is commissioned and governed.
The Principal Investment and Planning Advisor leads planning and coordination of investment planning and provides specialised business support and process leadership, including investment processes and contributing to the commissioning of new business initiatives to ensure realistic investment consideration is given.
Working in partnership with the Director Strategy, Planning and Information and wider team, the Principal Investment and Planning Advisor will provide advice and support on options for investment processes for the TWSD business portfolio, ensuring that investment decisions are maximised to meet New Zealand’s economic, social, and environmental goals.
The Principal Investment and Planning Advisor is responsible for ensuring investment is planned well in advance, communicated, and delivered on time, quality advice and practice is maintained, business and operational processes are efficient and fit for purpose, and providing training across TWSD to uplift investment capability across the Group.
Ngā herenga – Requirements of the role
Personal specifications
- A proven track record of experience in investment management and asset performance, portfolio management, MBIEs investment process planning and coordination.
- Extensive knowledge and application of government investment processes, methodologies, and frameworks.
- Exceptional writing ability, and knowledge of The Treasury’s Better Business Case requirements.
- Confidence and the ability to operate as a trusted advisor to the Senior Management Team and decision makers.
- Experience in supporting and training others to develop skills and competencies in this domain.
- A proactive, solution focused work style with a strong customer service focus and delivery.
- Great attention to detail and a high level of accuracy.
- Strong organisational skills, with a proven ability to manage competing priorities and meet deadlines without compromising quality.
- Ability to communicate effectively (written and verbally) with a wider range of stakeholder, both internal and external.
- Strong relationship management and collaboration skills, able to manage positive relationships with people at all levels in the organisation.
- Be comfortable with ambiguity that change brings as we remain agile to a changing funding environment, demonstrating your resilience, multi-tasking skills and experience.
Qualification and experience
- A relevant tertiary business qualification is desirable, or extensive and comparable relevant experience.
- 4+ years’ experience in a senior advisory or planning role.
Takohanga tuhinga o mua – Key accountabilities and deliverables
Delivery
The Principal Investment and Planning Advisor will be required to deliver results in the following areas:
- Lead the timeline planning for and coordination of funding/investment rounds from inception to finish, working in partnerships with key stakeholders including Corporate, Digital Data and Insights, and TWSD Branches.
- Lead the coordination and maintenance of the TWSD 4-year Investment Plan including supporting the Business with investment submissions.
- Provide guidance and advice to the business for the development of investment rationale and business benefits.
- Coordinate the overall investment process for TWSD, ensuring funding/investment rounds are managed in a timely manner and have all the necessary documentation to support them.
- Work with key business stakeholders to understand requirements and benefits for investment bids.
- Develop and maintain in-depth knowledge of MBIE’s investment, asset and portfolio management processes to provide quality advice to stakeholders and provide training and support to the business, where required.
- Manage the work programme to ensure that it is run efficiently, and that data integrity is maintained.
- Provide high quality reporting to SMT on a regular basis.
- Lead or contribute to the development of and compliance with internal policies, processes, quality assurance and performance standards for TWSD investment, asset and portfolio management functions.
- Any other activities to support business performance as required.
Relationship management
Build and maintain relationships with key stakeholders in TWSD Branches, DDI and MBIE Corporate teams, including finance and asset teams:
- Ensuring internal policies, processes, methodology and frameworks are adhered to, and to ensure connection to MBIE-wide Governance groups.
- Ensuring effective process implementation; and
- Exchange ideas, resources and know how to build business capability and support application of best practice.
Communications
- Deliver appropriate and effective communication tailored to relevant audiences including engaging, informative, well-organised presentations.
- Understand how to communicate difficult/sensitive information tactfully.
- Facilitate meetings and workshops with stakeholders effectively.
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 Principal Investment and Planning Advisor position reports to the Director Strategy, Planning and Information in the Strategy, Performance and Design Branch. The Branch sits within the Te Whakatairanga Service Delivery 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
