Corporate Strategy & M&A Analyst

Wellington (NZ)
Jan 17, 2019
Jan 31, 2019
Employment Type
Full Time

Job Title: Corporate Strategy Analyst

Team: Strategy & Partnerships

Location: Wellington

Reports to: GM Strategy and Partnerships

  Job Purpose

To support the cultivation of strategic growth opportunities for Kiwi Wealth – including acquisitions and divestments, partnerships and joint ventures – to maximise our ability to achieve long term strategic objectives. 

The Corporate Strategy Analyst also contributes to Kiwi Wealth’s strategy development processes and works closely with internal and external stakeholders to ensure strategic objectives are effectively understood, progressed and ultimately delivered.


  • Growth opportunities

Support the Strategy and Partnerships team to build a pipeline of market opportunities which support the corporate strategy. 

Lead the financial modelling of various opportunities. Evaluate opportunities in light of the impact on the current business model – be they maximising the core value proposition, extending into an adjacent market, or creating a new business.

Assist with the management of transactions including valuation, due diligence, structuring, negotiation and business cases.

  • Strategy development

Contribute to the ongoing development and management of corporate strategy in conjunction with the Strategy & Partnerships team.

Keep aware of developments in the market to ensure that current strategies are kept up-to-date.

  • Strategy Education

Develop communication and educational tools to promote understanding of the Kiwi Wealth strategy across the organisation.

  • Risk

All our people have a responsibility to understand, report and manage operational and compliance risk. This includes understanding business unit obligations, maintaining risk registers and complying with relevant policies, such as the operational and compliance risk event management policy.  

  •  Health and Safety

All of our people have a responsibility for their own and others safety and wellbeing. This includes a specific focus on mental health as well as following all safety and wellbeing procedures and instructions, including reporting hazards, incidents and accidents and participating in safety and wellbeing initiatives and programmes as required.


  • These duties may change from time to time to meet operational or other requirements.
  • Occasional travel may be required within New Zealand


Kiwi Wealth’s Values

Our people are what make Kiwi Wealth unique, and our values drive what we do and how we approach things. It’s these values that motivate us to deliver on our purpose of helping Kiwis to grow their wealth and enjoy their future.

We live these values in every interaction we have with our customers and colleagues alike, every decision we make and every meeting we attend.

We are bound by Kaitiakitanga – Our customers entrust us as guardians of their investments and this represents far more than just the dollars, this is for their future, their children’s and grandchildren’s futures, their community’s future – this is about people’s lives and aspirations. We take our Kaitiakitanga role seriously and commit to caring for and protecting our customers, our people and our country for the good of all.

Value and short descriptors

Example Behaviours


Advocates for clients (internal & external) and champions company values, collaborates and demonstrates reliability and conscientiousness.


Empathetic and can evaluate likely reactions, takes ownership for self, has the ability to initiate and grow mutually beneficial relationships.


Sets own standards above prevailing standards, shows dissatisfaction with substandard or inefficient activities, able to focus on important issues.


Able to react quickly to changing circumstances and accept change with the business as a positive aspect of growth


Demonstrates integrity, honesty and openness, gives honest & timely feedback in a constructive manner, listens, responds to prompts and summarises


Skills & Experience

  • Financial modelling

Strong corporate finance and technical capabilities, covering valuation methodologies, transaction funding, benchmarking with competitors, trend analysis etc.

  • Research and analysis

Ability to evaluate and process large amounts of discrete information and data and use this to spot trends, opportunities and form cogent arguments.

  • Communication

Ability to communicate complex insights simply and clearly articulate recommendations in a variety of formats to a wide range of audiences.

  • Collaborative

Ability to build and maintain effective working relationships across different stakeholders with high energy and a positive attitude.

  • Initiative

Ability to identify ways to improve processes and situations and take responsibility for improvements and solving problems.

  • Self development

Enjoys the challenge of the unfamiliar and learns quickly when faced with new problems.

  • Academic

Bachelor’s degree preferred, advanced degrees (e.g. CFA) welcome




No. Direct Reports          0

No. Indirect Reports        0

Operating Budget/Revenue  0    

Key Relationships

Internal: SLT, Legal, IMT, Marketing

External: Consultants