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Financial Data Analyst

1 week ago

Sydney, New South Wales, Australia Marsh & McLennan Companies Full time

Are you a skilled analyst with a passion for investment performance? We're looking for a Senior Investment Performance Analyst to join our team at Marsh McLennan.

About the Role:

  • As a key member of our Mercer Investments team, you'll be responsible for calculating and analyzing investment performance for multi-sector, multi-manager portfolios.
  • Your expertise will help ensure compliance with industry standards like GIPS and support APRA Your Future Your Super annual performance tests.
  • You'll prepare detailed performance reports and presentations for internal and external stakeholders, leveraging your strong communication skills.
  • Additionally, you'll maintain and improve performance measurement databases, driving process improvements and data accuracy.
Key Requirements
  • Bachelor's degree in Finance, Economics, Mathematics, or a related field.
  • Minimum 7-10 years of experience in investment performance analysis, portfolio management, or a related field.
  • Advanced Excel skills and proficiency in performance measurement software.
  • Strong analytical skills with the ability to convey complex ideas effectively.