Financial Analyst

About the Company: 

Roger Dickie NZ (RDNZ) is a family-owned, boutique agri-fund and asset manager, overseeing over $1.85 billion in forest, farm, and property assets through retail, private, and institutional channels in New Zealand.  We are a trusted partner to over 3,500 investors with a history in the business of over 50 years.

RDNZ is at an exciting stage with a growing list of local and overseas clients and assets under management.  We are now seeking an energetic Financial Analyst to join our growing team and help develop our portfolio management and client reporting processes.  You’ll be working closely with senior colleagues with the chance to quickly build your experience and skillset as part of a small but fast paced, dynamic work environment with global connections. 

Job Description

The ideal candidate will be financially savvy, equipped with strong data management and analytical skills to help take our portfolio management and reporting systems to a new level.  In particular, we’ll be bringing a greater volume of data into a more integrated set of performance monitoring and reporting deliverables for internal and client use.

As a self-starter, you will be highly motivated to make an impact and able to manage your own work stream and milestones efficiently from beginning to end.  Importantly, the candidate will be a forward thinker, not bound by the way things are done but how you can apply your sharp insights to make improvements for our investors.

The role will be varied, with the chance to gain exposure to other parts of the business.  Beyond your analytics role, you will also be involved in developing marketing presentations and investor reports.  The role may also require monitoring and managing the progress of transaction closings and certain property level initiatives (e.g. sub-division approvals, valuations, land use changes, ETS registrations etc) so exposure to, or awareness of, property management concepts and/or the ETS is a plus.

This is an excellent opportunity for someone looking to build a career in investment management.  You will report and work alongside the Senior Portfolio Manager at Roger Dickie (N.Z.) Limited where you’ll benefit from mentoring and have the chance to build your knowledge and experience of investment and portfolio management. 

The role is scoped as a full-time permanent position (40 hours per week), based out of our Parnell office in Auckland, with the successful candidate ordinarily expected to work from the office five days per week.  The estimated salary for the position is $70-80,000 per annum.

This Financial Analyst role is expected to be fulfilling for those with a strong work ethic and a positive attitude, as there is ample opportunity to expand your knowledge, expertise, and career within the business across different functions and investments.

A day in the life…

• Be a positive member of the RDNZ family, making an impact for our investors by working closely with team members to develop portfolio management and reporting solutions.
• Manage our growing investment dataset, including reporting and analytical tools, investment level budgets and cash flow models.
• Contribute to the preparation of client deliverables including presentations and investment reports.
• Monitor property level transactions and development initiatives, coordinating with external service providers and the internal team to track progress to time/budget limits.

Key Requirements:

• Ideally 1-2 years’ experience in a commercial/analytical role, ideally with a property or finance focus, however recent graduates with internship experience will be considered.
• A tertiary qualification in economics, finance, property or a related field is essential with a post-graduate degree or qualification an advantage.
• Analytics experience including advanced Excel skills, with other tools an advantage (e.g. VBA, SQL and/or PowerBI).
• Knowledge of investment and accounting concepts and metrics and interpreting financial statements.
• Strong attention to detail, able to quickly take stock of data outputs, identify inconsistencies and make improvements.
• Self driven, self organising, solutions-focussed person with strong time management skills.
• Strong verbal and written communicator, capable of contributing to discussions with senior colleagues and raising issues proactively. 
• Experience with PowerPoint and in preparing presentations is an advantage.
• Having a strong interest in sustainable investment, forestry, agriculture and property is a given for being successful in the role.

Why Join Us?

At RDNZ, we provide investors with direct exposure to production forestry and agricultural assets with leading investment performance and a sustainability edge.  Here are the key aspects that make us stand out:

• Competitive Salary: Reflecting your qualifications and experience and this skilled role.
• Down-to-Earth Culture: A friendly workplace with a flat management structure and approachable team.
• Sustainability Impact: Contribute to the climate solution by managing and growing a uniquely green asset base where you will contribute directly to mitigating climate change.
• Well-being First: Enjoy health insurance and life insurance benefits.
• Grow Your Career: Gain experience from working with senior colleagues in our tight knit team and access professional development opportunities.
• Work From Our Parnell Office: A vibrant central Auckland location where parking is provided.
• KiwiSaver Contributions: Contribute to your KiwiSaver beyond your salary base.
• Mobile Phone Plan: Stay connected through a generous work mobile package.

The key to our success is our people!  Please apply to RDNZ by Friday 8 August 2025 with your CV and cover letter setting out your application and suitability for the role.