Join one of New Zealand’s leading independent investment management firms and help shape investment outcomes for a diverse range of wholesale investors.

Māpua Wealth is an independent, New Zealand-owned investment management firm dedicated to helping clients create enduring prosperity through thoughtful investment advice and governance. Advising charitable trusts, Māori and iwi organisations, financial advisers, high-net-worth individuals and fund managers, Māpua combines technical excellence with long-term client relationships and a highly collaborative approach.

As the firm continues to grow, an opportunity has arisen for an experienced Investment Associate to join its Auckland-based team.

The Role

Reporting to a Partner, you’ll provide high-quality investment research and analysis that supports portfolio construction, implementation and ongoing investment advice across managed funds.
This is a genuinely broad mandate, spanning strategic advice, operational delivery, and client involvement, within a collaborative, “management-lite” firm where your judgement carries real weight.

Key responsibilities include:

• Supporting the development and review of clients’ investment strategies and policies
• Undertaking due diligence on investment opportunities, external investment managers and managed funds
• Supporting portfolio implementation and ongoing investment operations
• Supporting quarterly investment performance reporting
• Contributing to strategic and tactical asset allocation
• Supporting managed fund and investment manager research
• Participating as a member of the Investment Committee

About You

You’re an experienced investment professional who enjoys applying rigorous analysis to real-world investment decisions and takes ownership in a high-trust environment.
You’ll bring:

• Around 5-10 years’ experience in investment analysis, portfolio management or a related investment role
• A postgraduate qualification in Finance, Economics or a related discipline. Alternatively, a professional qualification (CFA Charterholder, CAIA, Certified Investment Management Analyst) would be highly regarded
• Strong knowledge of asset allocation, portfolio construction and investment markets
• Advanced Excel and financial modelling capability, with programming skills (Python, VBA, SQL or R) viewed favourably
• Excellent quantitative, analytical and written communication skills, with the ability to communicate complex investment concepts clearly to both technical and non-technical audiences
• The credibility and interpersonal skills to build trusted client relationships
• A proactive, self-starting approach and the confidence to thrive within a collaborative, management-lite organisation

Experience with investment operations, portfolio implementation or investment administration would be advantageous. Knowledge of Te Reo Māori and an understanding of Te Ao Māori would also be valued, reflecting Māpua Wealth’s diverse client base.

Why Māpua Wealth?

This is an opportunity to join a highly respected independent investment consultancy where you’ll have genuine influence over investment decisions and client outcomes.

Māpua Wealth offers:

• Meaningful, intellectually stimulating work across a diverse range of wholesale investors
• A collaborative, high-performing and genuinely supportive team culture
• Flexible working arrangements that support work-life balance
• Competitive remuneration together with ongoing professional development and career growth
• The opportunity to build long-term relationships with clients while contributing to an organisation committed to creating enduring prosperity

If you’re looking to take the next step in your investment career within a respected, independent advisory firm, we’d welcome your application.

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