Investment Analytics, Senior Financial Strategist

1 month ago

Melbourne, Victoria, Australia AU016 Mercer Investments (Australia) Limited Full time

Mercer Investments (Australia) Limited is seeking a skilled Investment Analytics, Senior Financial Strategist to join its Sydney or Melbourne office.

Estimated annual salary: AU$120,000 - AU$180,000 based on location and experience.

About the Role

This role supports industry leading OCIO investment data solutions in strategic planning and operational designs. The Investment Analytics function comprises specialists who deliver complex transformation, system, data, process, and investment solutions underpinning our OCIO business across the Mercer Pacific Investment Team (IMT).

The key responsibilities include designing, delivering, and leading data analytics solutions to enhance risk management and exposures across single sector and multi-asset class investment portfolios. This role leads organisation-wide initiatives to ensure evolving data management capability continues to evolve and is maximised in terms of model integration and investment solutions design, development, and implementation.

This position will work closely with the IMT lead to establish a modernised investment analytics design and development capability, ensuring maximum efficiency across the complex fund structure in terms of design and delivery of investment data visualisation and analytical tools and technologies.

The successful candidate will report to the Head of Investment Analytics and Implementation and collaborate with the Investment Analytics and Solutions Architect, Technology, the Program Delivery team, and the broader Pacific Portfolio Management (PM) team as required.

Key Responsibilities
  • Data analysis and deep dives: Conduct thorough analysis of investment data to identify patterns, trends, and embedded logics. Using strong quantitative and analytical skills, the Senior Investment Analytics Manager can problem-solve and construct data queries across various data mediums, vendors, investment, and related operational processes.
  • Strong communication and project management skills are essential to effectively engage stakeholders and deliver high-quality analytics solutions.
  • Investment process workflows and technical documentation: Understanding and accurate documentation of investment processes, including data, calculations, multi-asset fund structures, and all relating reporting analytics. Strong attention to detail and organisational skills are necessary to accurately document complex workflows and ensure they are followed consistently.
  • Analytics designs and solutioning: A strong understanding of multi-asset data modelling and data visualisation, working alongside data engineers to develop innovative and effective analytics solutions. Strong problem-solving skills and the ability to translate business requirements into actionable analytics designs are crucial.
  • Strategic planning and communications: Responsible for developing and executing strategic plans for Investment Analytics that align with the organisation's broader business goals and investment objectives. They will be able to translate technical information into clear and concise messages that drive informed decision-making for key stakeholders. Strong presentation and storytelling skills are essential to convey the value and impact of investment analytics to senior executives.
Requirements
  • Degree qualified in a numerical field (Maths, Science, Engineering, Computer Science) preferred. A suitable postgraduate qualification, such as CFA, CIMA, or Masters in a relevant discipline, would be desirable but not necessary.
  • 5+ years' investment industry experience.
  • Experience in developing and implementing investment analytics solutions, and/or working within/alongside such teams.
  • A solid understanding of financial markets, investment principles, and various asset classes is essential to interpret investment data accurately and provide meaningful insights.
  • A demonstrated knowledge of investment management processes with experience within multi-asset class investment programs and derivative overlay strategies highly desirable.
  • Demonstrated experience in effectively engaging with stakeholders to understand their investment needs and requirements.
  • Proficiency in creating clear and comprehensive technical documentation that outlines investment process workflows, data collection procedures, and analysis methodologies.
  • Strong knowledge and experience of development and collaboration tools such as Git, Bitbucket, JIRA, Confluence, and/or other similar tools.

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