Strategy and Investment Advisor

Mōkai te ngākau. He whenua he oranga. E ū ai ki te pae roa
The land sustains and nurtures as we reach to the horizon

Tūaropaki Trust (www.tuaropaki.com) is an Ahu Whenua Trust under the auspices of Te Ture Whenua Māori. There are more than 2,700 Owners, a mix of individuals, Whānau Trusts and Kaitiaki Trusts, all descended from the original Owners. The Trust is a kaitiaki for ancestral taonga and manages complex business interests in the food and energy sectors, with assets valued at approximately $1 billion.

Ngā mātāpono | Our values

Whakapono – Inner belief in the Tūaropaki vision
Kia Ū – Commitment, diligence
Kia Manawanui – Courage, adaptability, strategic foresight and humility

Te tūranga | Your Role

Reporting to the Strategy and Investment Manager, the Strategy and Investment Advisor is a newly established role created through recent organisational changes. This position is responsible for supporting and leading components of corporate finance, investment, strategy and reporting obligations through well-founded analysis and insights.

Key Responsibilities:

• Construct, maintain and oversee robust financial models and forecasts to support operations, compliance, and investment opportunities.
• Deliver commercial insights through investment analysis, sector reviews, and asset performance evaluations.
• Contribute to and lead sections of industry sector research to inform strategy and decision-making.
• Oversee preparation of periodic reports on the Trust’s portfolio and asset performance.
• Support and lead elements of corporate finance and commercial projects, including investment and divestment activities.
• Assist in developing networks to access quality opportunities and capital.
• Support initiatives that manage risk and leverage opportunities across Trust-managed businesses.
• Provide expertise directly to the Trust or its investments as required.
• Mentor team members in technical expertise and best practice.

To be successful in this role, you will have:

• A tertiary qualification in finance, mathematics, or business.
• 5+ years’ experience in investment management, banking, corporate finance, or consultancy.
• Strong experience executing investment and divestment transactions.
• Advanced Excel and PowerPoint skills.
• Clear communication and interpersonal strengths.
• Ability to work under pressure and meet deadlines.
• A collaborative mindset and strong relationship-building skills.

This position will be based in Taupo or Wellington, with some business travel required

Please note that applications will close on 17 October 2025.

If you have any questions about the role, please email Layla at or call 027 225 1053.