Job Ref 3234545
Location Auckland CBD
Category Commercial Accounting
Type Part-Time
A Little Bit About The Company

A boutique investment business has grown in both reputation and size over the last few years, although still relatively small, they have realistic plans for significant growth over the next few years.   

Covid has taught them that working remotely is OK, so are able to offer a truly flexible working environment that is very much results-focused, many of their team only come into the office once a month, some come in all the time.

They are now of the size where the owners are looking to grow the team and are recruiting more specialist roles to support the continued growth of the business.
Some More Information About The Role

Your main area of focus is to fulfil the reporting requirements of the business, for both internal and external parties, across investments, regulatory and finance

Main responsibilities include but not limited to;
  • Compiling finance, investment and regulatory reports to management and external parties.
  • Compiling information requests from regulators and external parties.
  • Assistance with the compilation of Board, Compliance, Controls and Audit reports.
In terms of working hours, they expect 20 hours a week on average, but likely that the first 2 weeks of a month will be busier (25-30 hours a week). Around quarter end there will be likely an additional 50hrs work.

So Who Are You & What is Your Profile?

This business uses excel heavily, therefore you'll need advanced skills including;
  • data manipulation
  • understand complex formulas
  • data retrieval and manipulation formulas
  • understanding of macros
  • data queries/data model
  • pivot tables
  • error detection
In addition to this you'll have a good understanding of Finance, and ideally an understanding of how investment funds are structured and how returns are calculated.

In addition to this, you'll need to be self-managing as most people work remotely.

Please apply now or contact Crispin on 09 410 7235
  • Fast growing investments business
  • 20 hours a week
  • Can work from home 5 days a week or in the office, up to you