Product and Compliance Analyst / Manager
Robert Walters
Booster Financial Services, a locally owned and operated fund manager, is seeking a skilled Product Compliance Analyst/Manager to join their Central Wellington team. This role offers an exciting opportunity to work alongside the Manager, Product & Compliance and the broader team, playing a crucial role in maintaining and enhancing Booster’s diverse range of products and services.
- Be part of a locally owned fund management company with a strong commitment to growing New Zealanders' financial confidence.
- Play a key role in a product and compliance team working across a varied portfolio, including KiwiSaver, NZX-listed funds, climate reporting, life insurance, and more.
- Contribute to creating an exceptional client experience through innovative and compliant product offerings.
What You'll Do
In this role, you’ll collaborate with both internal and external stakeholders to ensure all product compliance obligations are met. You will also take charge of updates to disclosure documents and product collateral, such as Product Disclosure Statements and Fund Updates, while also managing timelines for new product development. This position offers a unique variety of work, allowing you to gain exposure across a broad spectrum of the financial services industry, including fund management, life insurance, and financial advice.
Responsibilities
- Work closely with the Manager, Product & Compliance and the team to fulfill ongoing product compliance obligations.
- Coordinate and manage updates to disclosure documents and product collateral.
- Lead the development and implementation of new products, including managing project timelines.
- Prepare accurate and compliant reports for external stakeholders, ensuring they meet legislative requirements.
- Contribute to system, process, and tool improvements to support product and service goals.
- Lead compliance management activities, including maintaining the compliance calendar.
- Prepare and maintain compliance reporting under the Financial Markets Conduct Act.
- Support the review and creation of Booster’s policies and procedures.
- Stay up to date with changes in legislation and industry trends through continuous learning and development.
About You
The ideal candidate will have extensive experience in the financial services industry, ideally in a product or compliance role. You’ll bring strong problem-solving abilities, a keen attention to detail, and the ability to produce high-quality outputs efficiently. Your interpersonal skills will enable you to work collaboratively within the team and independently with minimal supervision. A solid understanding of the funds management industry and its key products is essential.
- At least 5 years of relevant experience in financial services, ideally in a product or compliance role.
- High initiative and a proactive attitude.
- Strong problem-solving skills with keen attention to detail.
- Proven ability to deliver high-quality work efficiently.
- Excellent research and analytical skills paired with strong interpersonal abilities.
- Advanced computer literacy, especially in Microsoft Excel, Access, and Word.
- Capacity to handle multiple tasks and manage high workloads.
- Ability to work independently with minimal supervision.
- Strong understanding of the fund management industry and its key products.
This role offers the chance to work on a wide variety of tasks that go beyond typical financial services roles, providing opportunities to learn and grow within a supportive team of experts. Booster is dedicated to creating an inclusive environment where your contributions are valued, and your career can flourish.
For more information or a confidential chat, please contact Luke Gilbert on 021 084 85188 or luke.gilbert@robertwalters.co.nz.
Robert Walters endeavours to review all applications in a maximum of five working days. If you have not received correspondence within this timeframe please do not hesitate to contact Luke Gilbert on 04 471 9700.
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