At AIA, our promise is to help people live Healthier, Longer, Better Lives by encouraging them to make positive lifestyle changes one step at a time. Our firm belief is that by following our Operating Philosophy of doing the right thing, in the right way with the right people, the results will come. AIA Insurance for Life, Health and Wellbeing.

The opportunity:

As a Portfolio Analyst, you would be responsible for managing fund activity for AIA NZ Investment portfolios as it relates to cash, foreign exchange, and security positions to a set of predefined standards. You’ll ensure the operational performance of the fund best represents intended solution performance.

About the role:

• Responsibility for daily liquidity levels and forecasted cash management of funds

• Monitor and actively rebalance portfolio positions and daily cash flows arising from client applications and redemptions across all portfolios

• Review and approve trading of securities as required by the outcomes of rebalancing

• Manage AIA NZ’s cash portfolios and New Zealand listed property portfolios

• Calculate and trade foreign exchange hedging contracts, based on prescribed limits

• Calculate and trade value today and forward foreign exchange deals with an approved counterparty

• Delivery of projects and process change to schedule and budget

• Contribute to any projects relating to regulatory change

• Provide regulatory reporting to External and Internal parities (RBNZ)

• Ensure key change is effectively integrated into Investment Solutions procedures

• Operate the Investment Solutions functions in accordance with Policies and Procedures

• Support the Manager Investment Solutions in the development of Investment Solutions functions as required

• Perform contribution and attribution analysis on asset allocation and hedging for monthly performance commentary

• Provide commentary to internal clients on Investment Solutions performance as required

• Actively (critical party) be involved in manager transitions with regards to liquidity and market exposure

• Validate business benefit for proposed initiatives and deliver to those benefits

• Build and develop key relationships with clients and support teams (Investment Administration)

• Review legal documents such as investment statements and prospectuses to ensure the nature of funds is accurately represented

• Represent Investment Solutions performance and attribution to relevant Investment Management Committee

• Work with the Risk & Compliance on funds compliance with pre-determined internal and external limits

• Work with AIA NZ’s outsource Investment Management partner on avenues for enhanced portfolio performance, such as tactical portfolio rebalancing

• Provide support investment reporting to AIA NZ Product, including Asset Allocations, Gross and Net Performance

What will your major challenges be

• A high level of technical competency and knowledge of investment markets required.

• Effective management of multiple relationships with internal and external parties.

• Achieving efficiency whilst ensuring that appropriate risk appetite is adhered to.

About you:

Technical Skills and Knowledge

• A lateral thinker with an eye for detail

• Ability to look at daily details and forecast views

• Results oriented and committed to quality management

• Excellent relationship management skills

• Well-developed thought processes

• Strong financial modelling skills (Excel)

• Experience processing complex data to identify solutions

• Ability to analyse problems and develop recommendations/solutions

• Excellent communication skills

Role Related Experience

• 1 or more years of experience in the financial services industry

• You may be CFA enrolled

• Have a Bachelors Degree in Finance/Commerce

Why choose AIA:

At AIA, we’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people.

• We invest in training and development to build on your current skills

• Career development through internal mobility opportunities

• Work for a business helping make positive health and wellbeing changes to the lives of New Zealanders

• Access additional leave days to recharge and refresh yourself

• Enjoy wonderful Health and Wellbeing initiatives that support you

• Work with supportive and inclusive managers

• Flexible working arrangements

What’s next?

If you’re passionate about making a difference – then click the ‘Apply Now’ Button!

Recruitment Agencies: Our Talent team does not require any recruitment agency support.

Interested Candidates: Apply using the ‘Apply’ button. No emailed applications accepted. For general enquiries only, contact:

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.