Investment Solutions Lead, Auckland

Last update 2025-04-23
Expires 2025-05-23
ID #2577544722
30 NZ$
Investment Solutions Lead, Auckland
New Zealand, Auckland, Auckland,
Modified January 30, 2025

Description

Snowball Effect is looking for an Investment Solutions Lead to join our energetic and growing team.
Introduction
Snowball Effect is looking for an Investment Solutions Lead to join our energetic and growing team. If you’re the right sort of person, you’ll love working with a diverse range of businesses and want to be part of a high-performing company on a mission to improve New Zealand’s capital markets.
We will consider candidates from a diverse range of backgrounds as we are looking for exceptional people who are passionate about what we are doing and want to play an integral part in the success of our business. We are on the hunt for outstanding candidates that can demonstrate a strong ability to be proactive, learn quickly, and get the job done. This is an on-site role.
About Snowball Effect
Snowball Effect is an online investment platform that simplifies access to a range of alternative investments. We do this by providing investors with simple access to invest in private companies, as well as other alternative investment products such as venture capital funds, private equity funds, and other managed funds. Our vision is to build the future of finance.
Snowball is eliminating the traditionally high barriers to entry and lowering the minimum investment levels required to invest in alternative asset classes, and in doing so, bringing top-tier investment products to the wider investor market in New Zealand, that have previously only been accessible by institutional investors
Our goal is to make it easy for all investors to be able to simply invest, build, and manage high-performing investment portfolios. We provide the essential tools that allow investors to manage their portfolios effectively.
For companies, we provide a complete capital raising package with wide investors reach and significant industry knowledge. We offer a superior process that provides the most efficient way for companies to raise investment. We see a significant opportunity to provide fresh thinking and technology to a relatively stagnant industry.
We’re driven by the significant positive impact we can make by building a thriving online investment platform to connect funds and companies with the capital, services, tools and people they need.
The Snowball Effect Values
Thrive together : Passionate individuals, supporting each other.
Through our combined expertise, we collaborate together, share our knowledge and love to kick around new ideas. We take what we do seriously, but we don’t take ourselves too seriously. We work best when we work in collaboration with investors, companies, partners and our team to support our vision.
Limitless ambition : We realise what is possible.
We are comfortable exploring uncharted territories and we make opportunities come to life. We support complex ecosystems and take a long term view of what exceptional success looks like. This speaks to the way we approach our market, products, systems and processes.
The Snowball Effect : Our focus on the details allows us to generate big outcomes.
This is how we build trust and demonstrate the value we add to our customers. It is the sum of our parts that enables us to build increasing momentum, constantly growing to make a powerful impact. It's our collective effort as a team that allows us to make a meaningful impact on our ecosystem.
The Role
Our initial success has paved the way to significantly develop our core offering and explore complementary opportunities. At this stage, our target market is the growth sector – typically businesses with several million dollars in revenue and seeking anywhere from $1m - $30m in capital to fund growth. For many investors, this type of company has a far more appealing risk/return profile, with a far clearer path to exit. As a sector, these companies are under-serviced. They’re too large for angel groups and too small for Private Equity funds. While some of these companies, particularly those approaching a listing, or those who would benefit from the publicity want to offer shares to the public, some are also after larger and/or ‘strategic’ investors. Snowball Effect has an investor audience of ~55,000 investors, with ~5,000 certified as ‘wholesale investors’.
It is important that we develop a pipeline of high-quality companies wanting to raise capital, and then tailor the best solution to that company. Our Growth Directors are charged with identifying high-quality companies who are seeking capital and then working alongside these companies and investors to execute the capital raises.
We’re hiring an Investment Solutions Lead to support the ongoing development of Snowball Effect’s online investment platform, and more specifically, to work closely with the Growth Directors to prepare companies for their capital raise. When companies raise capital through Snowball Effect they often choose a nominee company structure, rather than managing the shareholders themselves. An Investment Solution Lead also plays a crucial role in the management of this nominee company.
You’ll provide the skills and expertise to support this fundamental and growing part of our business and continue to develop it into a thriving and highly profitable business unit within our wider investment platform. The role will be challenging as the path forward is largely uncharted, with the role critical to the success of the business.
It is important that Snowball Effect continues to have a distinctively different voice and retains a personality that distinguishes it from the rest of the capital market, and that both investors and companies are attracted to a far more exciting, personable, and intimate experience as a result. Where possible, you’ll want to develop a strong network within the New Zealand capital markets, with entrepreneurs, advisors, and investors.
Key Accountabilities
Snowball is looking for an Investment Solutions Lead to take on a pivotal role in our capital-raising initiatives. This position requires preparing key elements of capital raises, nominee ownership and supporting the managed funds product where needed. You will work closely with Growth Directors, ensuring the seamless execution of everything you do.
You will be tasked with:
Project Management : Oversee and manage the capital raise process alongside directors to ensure a smooth and timely capital raise.
Capital Raise Preparation : Support Growth Directors to develop high-quality information packs that will include Pitch Decks, Information Memorandums, online offer pages, and other written and financial information to support a successful capital raise.
Capital Raise Project Management : Plan and oversee the project management of each capital raise from initial engagement to a closed offer.
Nominee and Shareholder Management : Oversee and manage the nominee structure, handle shareholder resolutions, facilitate share transfers, and execute loan conversions with precision. In time explore the opportunity to develop this into its own business unit, and if desired, scale up this part of the Snowball Effect business.
Investor Relations : Written and verbal communication with investors
Marketing Support : Supporting marketing lead and directors with Offer and investor marketing initiatives.
Pre-emptive Rights Offers : Lead pre-emptive rights processes for alumni companies.
You will also have responsibilities for various day-to-day tasks that are crucial to the operational success of Snowball Effect. To fit into this role we’d love to see:
Attention to detail and organisational excellence.
A proactive approach to the capital raising process, with the confidence to present in front of stakeholders.
Strong project management skills and ability to handle multiple tasks simultaneously.
Positive attitude and the ability to work collaboratively across teams.
Experience in managing shareholder relations, legal processes, and nominee structures.
Financial acumen and the ability to read financial statements.
This is an intermediate-level role where you will have a meaningful impact on Snowball Effect's growth, helping with the company’s capital-raising activities, and corporate actions and ensuring operational excellence.
Apply for this role
Please email your CV and a cover letter (including why you're interested in this role and your relevant experience) to Sophie Mc Lernon.
Suite 9, 1 Faraday Street
Parnell, Auckland 1052
New Zealand
Snowball Effect (FSP350046) is licensed as an equity crowdfunding platform by the New Zealand Financial Markets Authority (FMA)
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Job details:

Job type: Full time
Contract type: Permanent
Salary type: Hourly
Occupation: Investment solutions lead

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