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Investment Portfolio Strategist

3 weeks ago


Melbourne, Victoria, Australia beBeeSenior Full time $120,000 - $180,000
Job Summary

An exciting opportunity has arisen for a skilled Senior Analyst to join our team. In this role, you will provide analytical support for investment implementation activities, focusing on improving efficiency and reducing operational risk.

As a key member of the team, you will assist the Head of Fund Implementation in executing portfolio management decisions, including asset allocation and investment manager changes.

Key responsibilities include coordinating daily portfolio exposure management activities, including asset allocation rebalancing, liquidity forecasting, and monitoring of derivative overlays.

You will collaborate with investment operations to maintain an accurate implementation pipeline and ensure best-practice execution of investment decisions.

Additionally, you will participate in the design and implementation of a new Target Operating Model (TOM) for the business, contributing to data infrastructure and analytics.

We are seeking a highly motivated and experienced professional with a strong background in finance, economics, or mathematics.

A degree in an appropriate discipline is essential, along with 5-7 years of investment industry experience, preferably in derivatives and derivative overlay strategies.

Strong knowledge of investment markets and asset classes is also required.

The ideal candidate will possess excellent analytical and problem-solving skills, with a keen attention to detail and ability to work effectively within a team.

Experience with data analytics and information delivery functions is also desirable.

Why join us?

We offer a dynamic and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for clients, communities, and colleagues.

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

Mercer, a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people.