Job Description
Operational Analyst
Adminis – Wellington
We are seeking an Operational Analyst — a brand new addition that blends specialist tax work with analytical and operational expertise.
This is an ideal opportunity for someone on a strong upward career trajectory who already has a solid grounding in both areas but is hungry to keep learning and take on more responsibility.
H2R Consulting is working exclusively with Adminis, a New Zealand-owned provider of investment administration and custodial services. Since 2007, Adminis has delivered high-quality, efficient, and sophisticated financial services to the New Zealand market, backed by a dynamic team and a state-of-the-art investment administration platform that sets them aside from the rest.
Adminis is at an exciting stage of growth — making now a great time to join.
Two key components of the role (the person):
- Tax (client-facing and technical)
- Manage global sub-custodian tax reporting and documentation, ensuring compliance with global markets and double tax agreements
- Conduct PIE fund reconciliations (training can be provided)
- Complete RWT & PIE tax filing for customers on the Adminis platform
- Acting as a key person working with clients on tax enquiries, including RWT & PIE tax
- Delivery of annual tax reporting
- Analytical & Operational
- Produce operational compliance reports for managed funds
- Oversee Key Performance Indicator reporting
- Contribute to Risk & Compliance committee reports
- Prepare supervisor, trustee, and operational regulatory reports (custody, DIMs, disclosures)
- Assist with annual internal controls audits
- Review operational support requests
- Provide input to projects requiring operational services expertise
- Adhere to custodial policies, process documentation, and Service Level Agreements,
- Working across operational teams supporting operational efficiency
Skills, knowledge, and experience required:
- Experience with Managed Fund tax obligations, including knowledge of the RWT & FIF regime
- Ideally a background in investment accounting and administration, with solid accounting principles knowledge
- Process-oriented with excellent organisational and administrative skills, and meticulous attention to detail
- Ability to lead projects and manage varied stakeholder relationships
- Strong problem-solving skills – able to investigate and resolve exceptions and escalations
- Independent, self-directed, and delivery-focused, with the ability to collaborate effectively in a team
- Proficiency in Excel, with the ability to quickly learn new software platforms
- Excellent communication skills
What’s on offer:
- Competitive salary
- Additional leave benefits such as up to an extra 5 days leave + long service leave
- Flexible WFH policy
- Based in Wellington CBD with barista grade coffee, free fruit, Friday drinks
- Monthly social events and a social sports team
- Opportunity to work for a NZ-owned business, growing globally
- Professional development and career growth
- Join a growing team of people who put curiosity, collaboration and care at the core of what we do
If you are looking for a role where you can combine your tax expertise with your analytical skills in a client-facing position, we’d love to hear from you.
To apply: Contact Mike Healy at H2R Consulting on 021 337 598 or mike.healy@h2r.co.nz, or apply now with your CV.
***Please apply as soon as possible, we will be assessing people as they come through. Don’t wait until the close date and risk missing out. If in doubt, feel free to call me on the above number***