Senior Investment Analyst

Position PurposeApollinaris is a fast-growing, independent firm serving as the trusted investment advisor to New Zealand’s most successful families. We are looking for a Senior Investment Analyst who is deeply passionate about investment research and dedicated to providing institutional-grade insights. You will join a small, hands-on team where you will be expected to take high levels of responsibility and grow alongside the firm.Key Responsibilities1. Investment Research & Due DiligenceTake responsibility for the firm's investment research functions.Conduct rigorous monitoring of existing managers and research potential new managers.Analyse manager performance and strategy, including systematic managers and index-based approaches.Deliver superior analytical expertise with meticulous attention to detail.2. Portfolio Management & ModellingUtilise spreadsheets and dedicated software to model portfolios.Assist with the portfolio rebalancing process to ensure alignment with client objectives.3. Client Support & CommunicationDraft market and portfolio updates for inclusion in client reports.Support the client relationship lifecycle by assisting with preparation, attendance, and follow-up for client meetings.Experience & QualificationsWork Experience: Minimum of 5+ years of professional work experience, with at least 2+ years specifically within the investment, wealth or fund management industry. Technical Background: Prior experience in manager or fund research is highly preferred.Industry Knowledge: Solid understanding of the fund management and wealth management landscape.Candidate Attributes & Cultural FitThe ideal candidate will demonstrate:Adaptability: Proven ability to pivot and adapt in a dynamic market environment.Independence: A self-starter who can work independently while remaining a core team player.Service Mindset: Someone who genuinely wants to serve our clients' best interests.Passion: A real interest in investment markets and a desire to build a long-term career with the firm.Role specifics This is a full-time position. We work flexibly: we have an office in Auckland, but we frequently work remotely. Applicants must have the legal right to work in New Zealand. Personal information will be handled according to the Privacy Act 2020.