About the role
A new opportunity has arisen for a Portfolio Reporting Administrator to join our Portfolio Reporting team working in our Head Office, Tauranga. This is 6-month fixed term contract with full time hours of 6.30am to 3.00pm, Monday to Friday.
Our Portfolio Reporting team is an integral part of Craigs Investment Partners (CIP) providing key reporting services to our premier clients and to CIP’s management. This role encompasses the management of the databases(s) that support the regular and ad-hoc reporting to these premier clients and to management. The primary role of the Portfolio Reporting Administrator is being responsible for processing and ensuring the accuracy of the daily client, security, price, and transactional feeds to our portfolio reporting system(s) and maintaining reliable and accurate databases.
Skills and Experience
We are looking for someone who has experience in successfully managing a database that also displays a high degree of accuracy with numerical data and client information. This role works to strict time frames daily so the ability to prioritise workload effectively is critical.
The successful candidate will have strong organisational, administrative and communication skills (both written and verbal). Also having an ability to adapt to new systems and processes quickly and experience with Microsoft Excel, Outlook and Word is essential. Additionally, an interest in financial markets would be advantageous.
Benefits
About the Company
Craigs Investment Partners (CIP) is a multi award winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 570 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.
How to apply
If you are interested in the role, please submit your application online now.