Fund Research Volunteer

Mindful Money is looking for a volunteer who is committed to making a positive change in the world. The role is to research the fund portfolios which are a fundamental part of the data we provide on our website. The role will report to the Operations Manager, who will provide support, advice and direction. The key tasks are to:

Research information on companies in the portfolios of KiwiSaver and investment funds; 

Undertake internet searches for fund portfolio holdings; 

Download fund portfolio holdings and ensure they are in the correct format; 

Update spreadsheets tracking the information found for funds; 

Collate fund investment policies; 

Upload fund documentation to the Mindful Money website; 

Other research and analytical tasks agreed with the Operations Manager, e.g. to prepare summary tables on key investment information.
Requirements:

The role will suit someone who has:

Educational achievement in business, mathematics or a related discipline; 
Experience of research or analysis for school or university projects or an employer; 
Skills in file management and using spreadsheets - Excel and Google Sheets; 
A methodical approach and attention to detail; 
The stamina to do sometimes quite repetitive work, knowing that it’s all for a good cause!
Time commitment:

Volunteers need to commit to working at least 2 days per week from mid October to mid December. All roles will require working from home with flexible working hours.

Getting started:
The first step is to express your interest by filling out the form below. We will then put you in touch directly with the organisation for more information on the role and how to proceed.

Ref: 5005


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