Job description
Auckland | Private Capital | Growth Role
Assemble Recruitment is partnering with Alvarium, a New Zealand-owned private capital and investment advisory firm, to appoint an Analyst into its Auckland-based investment team.
This role offers the opportunity to work across the full investment lifecycle, supporting the sourcing, evaluation, execution, and ongoing monitoring of a diverse range of investments. It is a hands-on, analytically rigorous role with meaningful exposure to senior decision-makers, external advisers, and investors.
The Opportunity
As an Analyst, you will play a key role in executing and supporting investment activity, combining detailed financial analysis, commercial judgement, and market research to inform high-quality investment decisions.
You will take ownership of core analytical workstreams, contribute directly to Investment Committee decision-making, and support transaction execution, portfolio monitoring, and investor and Board reporting. The role offers a high degree of responsibility and autonomy, while working closely with senior team members in a collaborative, high-performance environment.
Key Responsibilities
Investment Analysis & Execution
You will likely bring:
This is an excellent opportunity to join a high-calibre investment platform offering:
For a confidential discussion or to request the full position description, please contact:
Matt Webster
Manager – Commercial Real Estate
Assemble Recruitment
027 274 6829
mattw@assemblerecruit.com
Assemble Recruitment is partnering with Alvarium, a New Zealand-owned private capital and investment advisory firm, to appoint an Analyst into its Auckland-based investment team.
This role offers the opportunity to work across the full investment lifecycle, supporting the sourcing, evaluation, execution, and ongoing monitoring of a diverse range of investments. It is a hands-on, analytically rigorous role with meaningful exposure to senior decision-makers, external advisers, and investors.
The Opportunity
As an Analyst, you will play a key role in executing and supporting investment activity, combining detailed financial analysis, commercial judgement, and market research to inform high-quality investment decisions.
You will take ownership of core analytical workstreams, contribute directly to Investment Committee decision-making, and support transaction execution, portfolio monitoring, and investor and Board reporting. The role offers a high degree of responsibility and autonomy, while working closely with senior team members in a collaborative, high-performance environment.
Key Responsibilities
Investment Analysis & Execution
- Conduct preliminary investment assessments and present clear go / no-go recommendations
- Build and review detailed financial models, valuations, and investment cases
- Lead analytical workstreams across financial, commercial, and (where relevant) operational diligence
- Coordinate and manage third-party advisers including legal, valuation, and financial diligence providers
- Draft and review investment materials including teasers and Information Memoranda
- Prepare Investment Committee papers with clear investment thesis, risks, and mitigations
- Support negotiations on key commercial and legal terms alongside senior team members and legal counsel
- Manage data rooms, workback plans, and transaction processes to keep execution on timeline
- Own monthly and quarterly performance tracking, KPIs, cash flows, and pricing processes
- Support portfolio governance, including Board packs, investor reporting, and follow-on or exit materials
- Maintain relationships with key third parties including lawyers, brokers, agents, and valuers
- Monitor macroeconomic, capital market, and sector-specific trends in New Zealand
- Conduct market and industry research to identify investment themes, risks, and structural drivers
You will likely bring:
- 3–5 years’ experience within an investment firm or relevant transaction-focused environment
- A tertiary qualification in finance, property, accounting, economics, engineering, or a related discipline
- CFA charter (or progress towards) or equivalent qualification, highly regarded
- Strong financial modelling and valuation capability with experience producing investment-grade analysis
- Excellent written and verbal communication skills, with the ability to translate complex analysis into clear recommendations
- High attention to detail and the ability to manage multiple workstreams concurrently
This is an excellent opportunity to join a high-calibre investment platform offering:
- Exposure to complex, high-quality transactions
- Direct involvement in investment decision-making
- Strong learning and development alongside experienced investment professionals
- A collaborative, performance-driven culture with genuine responsibility from day one
For a confidential discussion or to request the full position description, please contact:
Matt Webster
Manager – Commercial Real Estate
Assemble Recruitment
027 274 6829
mattw@assemblerecruit.com
