Principal Investment Advisor Dunedin Jan2011

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Principal Investment Advisor Dunedin Jan2011
Position description
Title:
Principal Investment Advisor
Group:
Regional Partnerships and Planning
Location:
Dunedin
Reports to:
RPP Manager
Date:
January 2011
Organisation profile
The NZ Transport Agency (NZTA) is a Crown entity that was established on 1 August 2008, under the
amended Land Transport Management Act 2003, bringing together the functions of Land Transport NZ
and Transit New Zealand to provide an integrated approach to transport planning, funding and delivery.
The purpose of the NZTA is ‘to build a better transport system for New Zealanders’.
What we do -
Help New Zealanders to travel reliably and safely
-
Invest in moving people and freight to grow New Zealand’s economy
-
Meet our customers’ needs by being people-focused.
Our strategic priorities – the things we are focussing on:
-
Improve customer service and reduce compliance costs
-
Plan for and deliver roads of national significance
-
Improve the effectiveness of public transport
-
Improve the efficiency of freight movement
-
Improve the road safety system.
The NZTA employs approximately 1400 staff throughout New Zealand and is structured into six
business groups. The NZTA encourages staff to work collaboratively across the organisation. It is
committed to linking people together and drawing from the combined skills and knowledge held within
the NZTA, in order to develop innovative solutions and work more effectively with stakeholders.
NZTA values
To achieve our purpose we must exhibit the following values:
Achievement
We achieve excellent results
Service
We provide outstanding service
Integrity
We are honest, ethical and trustworthy
Respect
We show consideration for others
Professionalism
We produce high quality work
…resulting in a great place to work as a high performing, innovative organisation.
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Business Group Background
The Regional Partnerships and Planning Group (RPP), one of six business groups within the NZTA, leads
the NZTA’s work on planning and investing in transport system outcomes through:

Influencing planning decisions made by Regional and District Councils on regional growth
strategies, regional policy statements, long term council community plans, district plans and land
use planning, by providing early and ongoing transport investment signals

Partnering with approved organisations (Councils, Highways & Network Operations, Access & Use,
NZ Police) to invest in their delivery of transport outcomes.

Enhancing investment performance by promoting sector improvement, sharing good practice and
monitoring

Supporting stakeholder engagement and communication around the NZTA strategy and
programmes
Purpose of position
The primary focus for the Principal Investment Advisor is to support the RPP Manager in providing
strategic advice on investment and transport integration, ensures NZTA optimises the levels of service
for transport investment and planning outcomes with Approved Organisations and Highways & Network
Operations. Influences transport investment with assigned regional customers to contribute to desired
transport outcomes
The Principal Advisor is the subject matter expert within the region provides leadership and guidance to
internal and external customers.
Key accountabilities
Technical Accountabilities
Strategic investment and planning activities

Develops and maintains a sound understanding of the strategic direction and capability of the NZTA
and key partners within the region

Provides quality and early advice to the RPP Manager and GM RPP regarding the appropriate level of
investment in transport outcomes and the value for money of proposed investments to support
investment decision making

Ensures advice on investment activity in the region is aligned with NZTA’s policy context, including
the Government Policy Statement, Statement of Intent, Investment and Revenue Strategy, Integrated
Planning Strategy, National State Highway Strategy, the Planning Policy Manual and the
Environmental Plan

Influences transport investment with assigned regional customers to contribute to desired transport
outcomes

Facilitates the sharing of good practice through the sector to improve the quality of value of our
investment in transport outcomes.
Investment and policy activities

Promotes sound solutions to investment-related issues in the region - e.g. investment, procurement,
road safety, network standards, public transport
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
Assists the RPP Manager to develop an annual work programme for the investment activities in the
region

Input and/or co-ordinates regional input into national and regional policy

Assists the RPP Manager with RPP’s transformation from the approach of planning and funding for
outputs to one of planning and investing for outcomes and ensures less senior staff, customers,
AO’s and developers, understand the role of NZTA.

Proactively contributes to the region’s RPP strategy development and business planning processes

Provides leadership within the team and the assigned regional stakeholders with particular regard
to:


Streamlining transport investment and planning

Promoting safety and network efficiency

Promoting best practice, national consistency and innovation

Identifying gaps and opportunities to improve the effectiveness of the transport system in
the region

Monitoring and improving the evidence base
Proactively monitors and reports on the ongoing delivery of the RLTP, indentifying risks at an early
stage and recommending or putting in place (as appropriate) interventions that address the risks
Project and Review Work

Leads the implementation of activities that are designed to influence transport investment of our
partners to develop an integrated, safe, responsive, affordable and sustainable land transport
system


Contributes to and leads capability development projects in areas of professional expertise.
Leads and provides constructive quality reviews, including undertaking the more complex
evaluations

Provides assistance and leads on a range of regional projects and regular programmes as directed
by the RPP Manager
Provision of specialist advice and assistance

Advice on and influences investment activities in the region

Advice on relevant strategic issues and complex challenges

Assistance and advice on investment proposals and investment principles

Participates on national technical committees and reference groups
Other

Promotes the objectives and functions of NZTA through written reports, attendance at public and
professional forums, and relevant technical committees

Ensures that correspondence and requests for information from internal and external clients are
satisfied promptly and appropriately

Deputises for the RPP Manager as required

Meets the agreed Performance Targets for the region from an investment perspective
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Internal relationship management
General Accountabilities

Engages effectively with internal experts/staff across the NZTA so that the best information is
available for decision-making, policy development, planning, resource and risk management,
operations and service delivery to our Board, Minister and the public

Actively manages internal client expectations and maintains timeliness of delivery including meeting
service level agreements.
Specific Accountabilities

Provides mentoring and coaching for other investment and planning staff so that they are
positioned to lead integrated investment and planning conversations in their region

Engages proactively with other senior staff in the wider Southern region to ensure that advocacy is
aligned and consistent.
Stakeholder management
General Accountabilities

Establishes and maintains professional relationships with providers of land transport services, local
and central government transport sector agencies, other State agencies, the private sector, interest
groups, the public and international transport agencies and peers as appropriate

Convenes and attends meetings with key internal and external stakeholders to address specific
issues and generate solutions and has the ability to influence thinking and decisions that are
consistent with the NZTA strategic direction

Provides meaningful and timely communication to the sector so that stakeholders understand their
requirements in relation to the Government transport sector objectives.
Specific Accountabilities

Supports the RPP Manager by having an overview for NZTA’s stakeholders within the region and
manages the key relationships within their area of responsibility

Proactively works with regional and territorial local authorities during the preparation and
implementation of investment proposals and processes

Effectively represents NZTA’s interests to external stakeholders and key partners

Effectively articulates to external stakeholders NZTA requirements and intentions including changes
in direction and focus.

Develops and maintains relationships by working with key partners to meet changing requirements
including HNO, Approved Organsiations and iwi

Assesses existing relationships and identifies new relationship opportunities consistent with NZTA’s
strategic direction
Risk and issue management
General Accountabilities

Escalates any significant risks and issues to their manager in a timely way and looks for
opportunities to promote the NZTA or Group

Oversees a comprehensive risk management approach to the way the business is managed on a day
to day basis. Identifies threats to business and the NZTA so that risks can be managed, mitigated or
minimised
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
Identifies and takes advantage of opportunities so that there is continuous improvement in
business processes, and improved value is delivered to customers and stakeholders.
Team Contribution
General Accountabilities


Participates in the annual business planning processes for their team
Demonstrates support for all the NZTA initiatives and organisational development activities,
modelling expected behaviours to managers and other staff

Works in a manner that reflects a clear alignment with the values and expectations of the NZTA
staff and works to understand and resolve issues that may be in conflict with these values and/or
expectations

Actively supports an organisational culture based on high quality, innovation, responsiveness,
excellent communication and continuous improvement.
Specific Accountabilities

Develops a comprehensive understanding of the RPP business plan and supports the team in the
implementation of that business plan

Mentors and supervises less experienced staff by providing guidance and leadership on personal,
professional and intellectual levels.
Customer service

Develops a customer service ethos that focuses on the provision of high quality, proactive and
timely service, support and advice, which is aligned to the NZTA’s needs and strategies.
Health and safety

Takes responsibility for own health and safety

Ensures own actions keep self and others safe

Identifies, reports and assists to eliminate hazards in their own workplace

Participates in local workplace safety management practices.
Self development

Takes responsibility for personal development and continually develops their own professional
expertise.

Proactively maintains an awareness of, provides advice and acts on leading practice and
international developments in relevant areas of expertise related to NZTA and keeps others advised
internally
Financial dimension
Not applicable
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Key relationships
Internal

All regional staff

Highways & Network Operations staff across the organisation

National Office Strategy & Planning staff

Other managers and staff in RPP and wider NZTA groups
External

Regional Councils

Territorial Authorities

Consultants

Key transport industry, professional organisations and user representative groups
Committee/Groups

National Committees

Professional Development groups
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Person specification
Education and training
Tertiary qualifications in economics, asset management or a related discipline.
A current and valid New Zealand Driver’s Licence (or equivalent) is required for this position.
Knowledge and experience

Experience in and understanding of the investment system as it operates in New Zealand

Experience and understanding of asset management principles at a senior level

Practical experience in reviewing proposals for the purposes of providing investment advice

Experience in building business cases to create a financial view of investments

Experience in the evaluation of sector activities in government organisations to achieve value for
money and national outcomes including

o
Cost benefit analysis
o
Assessment of projects and programmes from a financial and integrated planning
perspective
o
Monitoring the performance of the investment partners and investment programmes
o
Experience in negotiating financial investment in large projects delivering strategically
significant outcomes
An understanding of Government policy and legislation as it relates to an integrated, sustainable,
affordable, responsive and safe land transport system

Knowledge of local authority planning for transportation and investment decision making processes

Demonstrated authoritative knowledge or ability to take the lead in one or more areas of specialist
expertise

Proven experience in proactively building and fostering relationships including maintaining complex
and sensitive relationships through times of conflict

Superior project management and presentation and analysis skills

Strong verbal and written communication skills, enabling clear and concise communication

A proven track record as an effective negotiator
Personal attributes

Demonstrates commitment to land transport safety and sustainability

Promotes a high quality climate of innovation, collaboration, change and adaptation in own area

Possesses the creditability and confidence to command the respect of their peers

Takes accountability for the responsibilities of the position and own actions.

Successful problem solver and able to apply an analytical approach to arrive at a solution that
reflects best practice and achieves a desirable outcome for NZTA
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
Displays high levels of intelligence, verbal and number reasoning

Possesses a strong achievement/delivery focus – sets high standards including accuracy and
attention to detail, meets deadlines etc

Demonstrates strong customer service ethos by delivering pragmatic solutions in a timely manner

Dynamic and able to deal with ambiguity, strategic thinker and excellent communicator
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