Investment Services Analyst

Company:

Mercer

Description:

We are seeking a talented individual to join our Investment Services team at Mercer. This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days in the office.

The Investment Services Analyst reports to the Head of Implementations and is responsible for cashflow processing (including providing updated FX hedging positions to investment managers), , reviewing unit pricing information, and ensuring prompt resolution of related issues - for both Australian and New Zealand Mercer funds.

As Investment Services Analyst, you will utilise strong communication and stakeholder management skills to resolve queries and escalations with a variety of internal and external stakeholders, including investment managers, custodians and auditors, representing Mercer with the highest standard of professionalism at all times.

Additionally, the Investment Services Analyst will work within the internal control framework to manage operational risks; identifying and mitigating operational risk. In this role you will show initiative and a proactive approach to improve efficiencies and streamline processes for more complex investment operations and trading projects.

We will count on you to:

Unit Pricing

• Daily review and sign-off of unit price information.

• Facilitate the investigation and timely resolution of queries and exceptions through effective communication with internal and external stakeholders, as required.

Cashflow

• Input or review of daily asset allocation and rebalancing activities.

• Close trade exceptions in an accurate and timely manner and prepare instructions of investment and cash transactions to custodians.

• Provide updated FX hedging instructions to investment managers as required.

• Facilitate associated trade entries for managed transitions.

Continuous Improvement / Risk Management

• Pro-actively working on continuous improvements of operational processes, driving the implementation by working collaboratively with all affected teams/departments.

• Work within the appropriate levels of control framework to manage operational risks, identifying and mitigating operational risk and escalate items appropriately.

What you need to have:

• Demonstrated aptitude for clear, logical thinking

• Good numerical, reconciliation and analytical skills

• Solutions focused with strong problem-solving ability

• Strong attention to detail and time management

• Ability to manage multiple workflows to meet both internal and client deadlines;

• Strong relationship management and interpersonal skills

• Intermediate to advanced Microsoft Excel skills

What makes you stand out:

• Experience with unitised trust structures and multi-manager investment structures advantageous

• Sound understanding of relevant regulatory environment and taxation (Australia and New Zealand)

• Good working knowledge of range of investment securities

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.

About Mercer:

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.