BAF® Request: AUCKLAND-639-FS-Financial Market Analyst



A current ICG client is looking for a Financial Market Analyst to work with their business development executive in researching opportunities in the mortgage origination market for back office software.

The Role

The successful accredited professional will provide market insights on the addressable market for back office CRM software in Australia and New Zealand as well as mortgage aggregation and brokerage in New Zealand.

Key questions to be addressed include:

  • Overview of key providers of CRM platforms for mortgage and insurance brokers in Australia and NZ;
  • Overview of the mortgage broking market in NZ;
  • Overview of the mortgage aggregation market in NZ

Financial Market Analyst

The successful professional will primarily work with the business development executive to provide the above insights.

The successful accredited professional will have significant experience in mortgage broking market and state-of-the-art ITCRM /technology enablement in financial services. They will also be familiar with related software companies, their functional offers, IT platforms, ratings and business plans.

Ideally the accredited professional will have:


  • Significant experience (3-5 years) as a qualified management consultant or industry executive
  • Software industry experience in the US, UK,Australia, and New Zealand
  • Experience with CRM and mortgage brokerage back office operations


Logistics, Location & Rate

Logistics: It would be preferred if the selected accredited professional could attend 1-2 meetings in Auckland, alternatively interactions could be done over the phone. NZ and Australian-based candidates will be considered.

It is anticipated the engagement will span 2-3 days.

Location: The client is New Zealand based.

Rates: Final amount to be negotiated with the client, however, depending on level of experience and seniority, the daily gross rate range for the Financial Market Analyst would be between NZ$1,800 and $2,000.

Close Date  Monday 27th May, 3pm AEST  

We will review all APT’s and select the best 3. The client will then conduct interviews.

To apply for this BAF® Please log into the link below to apply online to ICGs new Application Tracking Software (ATS) and confirm that you are available (or will make yourself available) for interviews at the client’s discretion.

If you are aware of suitable candidates for the role that might not already be ICG Accredited Professionals, please forward this email to them and ask them to review our website.