Independent Investment Advisor
Published | December 26, 2024 |
Location | Kerikeri, New Zealand |
Category | Customer Service |
Job Type | Full-time |
Description
Independent Investment Advisor Northland Regional Council location Northland.
Our Northland – together we thrive. From healthy waters, protecting our native taonga, developing meaningful relationships with tangata whenua, to creating resilient and adaptable communities in a changing climate.
The Northland Regional Council is seeking expressions of interest from suitably experienced candidates, for two Independent Investment Advisors in a contractor capacity for up to a three-year period. Committee meetings will be held quarterly with additional hours as required. We anticipate the commitment will not exceed 100 hours per annum.
The purpose of this role is to provide investment advice to Council’s Investment Committee. The Committee is expected to identify opportunities that will maximise the value of the portfolio and returns. As an independent member to the committee, you will bring an impartial perspective, experience and knowledge to challenge and add value to the governance of a public entity.
You will contribute to the effective work of the committee for council, debate constructively and provide advice and support to assist with forecasting and decision making. It is intended that one of the Independent Investment Advisors will be appointed by Council to Chair the Investment Committee.
Council expects applicants to have prior governance, risk management, financial reporting, internal control experience and a relevant tertiary qualification. You will also have Bachelor’s degree in Finance, Business, Economics, or a related field, advanced degrees (e.g., MBA) and certifications (e.g., CFA) highly valued.
Minimum of 10 years practise in professional investment advisory services, including investment fund management. Experience in property investment and redevelopment. Experience in commercial investments. Treasury risk management experience.
Experience with high-net-worth clients and diverse investment products. Understanding of the local government environment, associated legislation and council financial policies. Knowledge of financial regulations and compliance requirements.
Well-developed networks within the professional investment community. Expressions of interest will be followed by interviews, led by a panel comprised of committee members in early February, before making a recommendation to council.