About the roleAn opportunity has arisen for a client Portfolio Reporting Specialist to join our Portfolio Reporting team working in our Head Office, Tauranga. 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 is a vital business advisory role where you will support our client portfolio reports and tax queries. This is permanent full time position working Monday to Friday.The Portfolio Reporting Specialist provides support across the portfolio reporting team, assessing work carried out within the client reporting systems to ensure various reporting and source databases maintain data integrity, answering queries from clients and accountants with regards to portfolio performance and taxation reporting, and proactively identifying ways to refine and evolve our reporting approach.This role also acts as a key business advisor for our Private Wealth advisory network and Craigs clients. Therefore, this role would suit someone who is comfortable discussing accounting and tax matters with a range of people, answering queries from clients and accountants. The role is also required to champion continuous improvement and automation by identifying opportunities to streamline reporting processes and enhance system efficiency.About youAs this role has exposure across multiple client entities, this role would ideally suit someone with prior experience in a chartered accountancy practise. A background in finance or asset management, and accounting and tax, would be advantageous. You will also require an understanding of securities and foreign investment funds.We are looking for someone who has experience in reporting, with an ability to communicate core concepts, successfully managing a database with a high degree of accuracy in numerical data and client information, and an ability to review and improve reporting systems and processes.The successful candidate will have strong organisational, administrative and communication skills (both written and verbal). You will be technically savvy with an affinity for picking up new systems and processes quickly and enjoy investigating and solving problems.Benefits
Comprehensive Health Insurance
Craigs Community / Volunteer Day
Additional week of leave (conditions apply)
Other leave (such as sick, bereavement, and family violence leave) from first day of employment
About the CompanyCraigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.Why Craigs?We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities - both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
We are stronger together
We strive for excellence
We put people first
We do what's right
If you would like to find out more about working at Craigs, visit our Careers page - https://craigsip.com/careersHow to applyIf you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.
