Investment Analyst

This role within the Managed Funds team charged with supporting the delivery of investment returns and
communications around the performance of the ASB funds. The role is to support the objective of ASB providing
investment outcomes that are competitive with market peers, while meeting the investment objectives of the
customers of ASB’s investment offers, including managed funds and DIM’s model portfolios.

072009
 external Research
1. What you will do Houses. 2. What you will 3. What you'll be
 Support the  Support the bring valued for
Secretariat function monitoring of the Technical Skills
of the ASB effectiveness of the These are your personal
Investment investment policies qualities which -
Committee.  You will have some
in achieving the combined with your skill
funds management
 Support the investment set - will make you a
or financial markets
development and objectives. stand-out and perform in
industry experience.
review of  Monitor and analyse the role.
 You are known for
investment related the performance of your high level of
policies. ASB Investment These competencies are
numeracy, accuracy
 Support the Products against and attention to specific to your role and
documentation of benchmark detail. in addition to the
the Investment performance and organisation
 You should have
Policy and peers. competencies (listed
excellent written
Objectives for each over). They reflect the
 Assist in the and verbal
fund and monitor key behaviours that will
development of communication
the ASB investment directly support your
investment strategy skills.
products for overall success in the
by completing  Be comfortable
alignment. role.
research, as working with and
 Assist in the ongoing required, to support around senior
ongoing Intellectual Horsepower
development and management.
development of ASB You deal with concepts
review of the ASB
investment and complexity
Investment Beliefs
products. Role Related Experience comfortably.
and Investment
Framework and  Prepare
monitor the  You have previously Perseverance
performance
alignment of the worked in an
reporting for You pursue everything
ASB investment analytical or financial
Research Houses, with energy, drive and a
products with these. markets role for a
Trustees and other need to finish.
minimum of two
 Preparation of fund interested parties
years.
fact sheets, and for the ASB funds. Priority Setting
market commentary  Managed and You spend your time and
for ASB funds as Qualifications
respond to ad hoc the time of others on
required. queries related to what’s important.
 You have graduate
 Provide commentary the performance
qualifications in
on fund and policies of ASB Dealing with ambiguity
finance, economics
performance to ASB investment
or mathematics or Having the flexibility to
Fund Accounting to products.
other related fields. work in a changing
enable preparation environment.
and sign off of
financial statements.  You will ideally be
working towards Comfort around higher
 Prepare holding the CFA management
presentations for designation. Can deal comfortably
both internal and with senior managers
external parties
including Wealth
Managers and Written
Communications

062008
Can get messages across Integrity 10 DAY ANNUAL LEAVE
that have the desired Doing the right thing.
For our information:
REQUIREMENT: Yes
effect. We are trustworthy. We 5. Dimensions of the
build strong relationships
based on fairness and
Role
Planning
honesty.
Accurately scopes out People Responsibilities
length and difficulty of State any people
tasks and projects Ambition responsibilities this role
Striving to be the best.
has
We play to win and
Time Management thrive on healthy
Discretionary Authority
Can attend to a broader competition. We always
State any discretionary
range of activities seek a better way and
responsibilities this role
continually raise the bar
has

Passion Financial
Energy & Enthusiasm. Responsibilities
We are dynamic; highly State any financial
committed and we love responsibilities this role
what we do. has

ASB is all about people. Position Specifics

Here is some additional POSITION: Investment
4 What’s at the core and essential
characteristics that we Analyst
heart of ASB
like to see in all our DEPARTMENT: Wealth –
people, at every level.
Values Managed Funds
Customer Focus REPORTS TO: Snr
Exceeds the expectations
Our Values are about Manager Investment
and requirements of
how we do things. They internal and external Strategy
form the foundation of customers.
our culture. Together, LOCATION: 12 Jellicoe
our values make working Ethics and Values Street, Auckland
for ASB different to Adheres to an COST CENTRE: 6388
working at any other appropriate and effective
place. JOB FAMILY: Professional
set of core values and
beliefs. Acts in line with Services
those values CUSTOMER FACING: No
Caring
Respect and Support. Peer Relationships
We are like a family; the Is seen as a team player Risk Management
way we care for each and is cooperative Please refer to your Line 1
other and our customers Risk support for guidance
sets us apart. We Self Development
support our people to be Is personally committed AML RISK: (specify which)
the best and to be to and actively works to None
themselves. continuously improve
self. FAA CLASSIFICATION:
(specify which) Non Advisor
062008
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