Investment Services Operations Specialist

3 days ago

Melbourne, Victoria, Australia Marsh & McLennan Companies Full time

Company:Mercer

Description:

Investment Services Operations Specialist

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

We will count on you to:

  • Support the effective management of risk and governance within the Investment Services team by identifying operational risks, implementing controls, and promoting best practices.
  • Serve as the Investment Services Risk Champion by managing incidents through to closure, participating in risk training, providing training to team members, and representing the team in risk management meetings.
  • Assist with fund establishment, terminations, and investment manager transitions, including liaising with custodians and the Fund Implementation and Product teams to plan, execute and review product changes.
  • Oversee corporate and class actions, stale price reviews and coordinate with third-party service providers to ensure timely and accurate reporting.
  • Collaborate with internal teams such as Risk & Compliance, Internal Audit, and Vendor Management to ensure controls are robust and processes are compliant.

What you need to have:

  • Bachelor's degree in accounting, finance, law, or a related field.
  • Minimum of 3-5 years of experience in the Financial Services industry, preferably with experience in investment operations, fund management, or custodial services.
  • Strong understanding of Australian financial services regulations, especially related to superannuation.
  • Excellent analytical, problem-solving, and communication skills, with the ability to collaborate effectively across teams.
  • Proven ability to manage multiple tasks and projects while meeting deadlines.

What makes you stand out:

  • Experience reviewing and documenting processes and procedures.
  • Familiarity with emerging technology and data management tools.
  • Knowledge of asset management processes and drivers behind market movements.
  • Strong project management skills and sound judgment in decision-making.

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.
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.
#J-18808-Ljbffr

  • Investment Services Operations Specialist

    6 days ago

    Melbourne, Victoria, Australia Marsh McLennan Full time $90,000 - $120,000 per year

    Company:MercerDescription:Investment Services Operations SpecialistWe are seeking a talented individual to join our Investment Services team at Mercer Pacific. This role will be based in Melbourne. This is a hybrid role that has a requirement of working at least three days a week in the office.We will count on you to:Support the effective management of risk...

  • Investment Services Operations Specialist

    3 days ago

    Melbourne, Victoria, Australia Marsh & McLennan Companies Full time

    Company:MercerDescription:Investment Services Operations SpecialistWe are seeking a talented individual to join our Investment Services team at Mercer Pacific. This role will be based in Melbourne. This is a hybrid role that has a requirement of working at least three days a week in the office.We will count on you to:Support the effective management of risk...

  • Investment Operations Specialist

    3 days ago

    Melbourne, Victoria, Australia beBeeOperation Full time $104,800 - $142,400

    Job Title:Investment Operations SpecialistThis role involves supporting the effective management of risk and governance within an investment services team by identifying operational risks, implementing controls, and promoting best practices.Key Responsibilities:Manage incidents through to closure, participate in risk training, provide training to team...

  • Operations Specialist

    3 days ago

    Melbourne, Victoria, Australia beBeeSpecialist Full time

    Investment Services Operations RoleWe are seeking an experienced professional to join our Investment Services team. This is a hybrid role that requires working at least three days a week in the office.Key responsibilities include:Supporting the effective management of risk and governance within the Investment Services team by identifying operational risks,...

  • Investment Operations Specialist

    8 hours ago

    Melbourne, Victoria, Australia Vanguard Full time $90,000 - $120,000 per year

    About VanguardMore than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders....

  • Investment Governance Specialist

    21 minutes ago

    Melbourne, Victoria, Australia beBeeInvestmentGovernance Full time $200,000 - $250,000

    Investment Governance SpecialistWe are seeking a highly skilled Investment Governance Specialist to join our team. As an Investment Governance Specialist, you will be responsible for ensuring the effective governance and risk management of our investment activities.Key Responsibilities:Develop and implement investment governance frameworks and procedures to...

  • Investment Performance Analyst, Specialist

    2 days ago

    Melbourne, Victoria, Australia Vanguard Full time

    Investment Performance Analyst, Specialist Join to apply for the Investment Performance Analyst, Specialist role at Vanguard Investment Performance Analyst, Specialist Join to apply for the Investment Performance Analyst, Specialist role at Vanguard To deliver and oversee delivery of accurate and insightful performance analysis, resolve complex performance...

  • Investment Performance Analyst, Specialist

    2 days ago

    Melbourne, Victoria, Australia Vanguard Australia Full time

    Investment Performance Analyst, SpecialistJoin to apply for the Investment Performance Analyst, Specialist role at Vanguard AustraliaInvestment Performance Analyst, SpecialistJoin to apply for the Investment Performance Analyst, Specialist role at Vanguard AustraliaDirect message the job poster from Vanguard AustraliaMore than 45 years ago, John C. Bogle had...

  • Investment Services Analyst

    24 hours ago

    Melbourne, Victoria, Australia Buscojobs Full time

    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...

  • Investment Operations Analyst

    4 weeks ago

    Melbourne, Victoria, Australia Profusion Group Full time

    Join a high conviction global equity fund who are expanding their operations team.- Small operations team with variety and flat structure- Global equities and exchange traded options- Growing business and team with Australian and offshore funds and clients- Melbourne CBD basedCompany OverviewA rare opportunity as a result of growth. Our privately owned...