About Us 

We are a proudly New Zealand-owned, award-winning KiwiSaver and wealth manager. Our mission is to educate and empower our customers to make sound financial decisions and achieve strong long-term performance. With a relentless focus on these goals, we are dedicated to growing Kiwis’ wealth and helping them attain better financial outcomes in retirement. 

 At our core, we are a purpose-driven business, caring deeply about making a difference. Our passionate team plays a crucial role in bringing our mission to life. We foster a culture of idea-sharing and empowerment, encouraging our people to lead initiatives that positively impact our business, community, and members. 

The Role

The Global Equities Financials Analyst is responsible for high-quality fundamental research and analysis of the financial services sector globally, such as banks, insurers, asset managers, exchanges and other financial institutions, and making investment recommendations to the Global Equities team

The role contributes to company and industry research, monitoring existing investments, identifying new opportunities and supporting Investment Committee preparation. You will also help communicate Generate’s investment thinking clearly to advisers, staff and other stakeholders.

You will:

• Conduct detailed fundamental research and analysis of global financial services companies to identify investment opportunities.
• Develop clear investment theses and recommendations using financial statements, business models, valuations, earnings, capital positions and sector risks.
• Monitor existing portfolio holdings, company developments and market trends, identifying changes that may impact investment decisions.
• Present evidence-based investment recommendations and insights to the Global Equities team.
• Support the wider Investment Team with research, idea generation, portfolio monitoring and Investment Committee materials.
• Stay across global equity markets, financial-sector trends and economic developments relevant to Generate’s portfolios.
• Communicate investment insights clearly through adviser updates, investment commentary, newsletters and other content.
• Build strong relationships across the business and respond to investment-related queries from internal teams.
• Continuously improve investment research tools, processes and ways of working, including appropriate use of AI and digital tools.
• Maintain high standards of accuracy, governance, risk management, confidentiality and professional integrity.

About You

Qualifications (or equivalent level of learning) 

• Relevant tertiary qualification and/or investment qualification such as CFA.

Experience 

• 5-7+ years’ experience in financial markets, investment management, equity research or a closely related discipline.
• Ideally prior experience covering global equities – financial services markets
• Strong understanding of investment management and the role of fundamental research within an active investment process.
• Proven experience researching companies and industries and forming clear, evidence-based investment views or recommendations.
• Strong analytical capability, including financial statement analysis, business analysis and investment judgement.
• Ability to communicate complex investment concepts clearly and confidently, both verbally and in writing.
• High attention to detail with the ability to deliver accurate, high-quality work within deadlines and under pressure.
• Highly self-motivated, curious and able to work independently and collaboratively.

What’s in it for you? 

Our culture is what sets us apart. We set ourselves high standards, ensuring our work environment is one where people thrive and also have fun. We invest significantly in the well-being of our people and are intentional about celebrating wins. 

In return for your hard work, you can also expect many great benefits working at Generate: 

• A rewarding role with ongoing growth. 
• Competitive base salary + bonus package. 
• Competitive benefits package including health insurance, discounted gym membership, additional KiwiSaver contribution, corporate benefits and more! 
• Proactive Health & Wellbeing Committee who organise a full calendar of events and initiatives.
• Ongoing training and support. 
• Comfortable and central Auckland CBD office location. 

Interested?

If you are interested in applying, please click “Apply Now” and include your CV and a cover letter highlighting your interest and fit for the role. Don’t delay, as we will begin reviewing candidates before the closing date.