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Investment Implementation Specialist
2 months ago
Mercer is seeking a highly skilled Fund Implementation Senior Analyst to join our team in Sydney or Melbourne. As a key member of our investment operations team, you will play a critical role in ensuring the efficient implementation of investment strategies for our clients.
Key Responsibilities- Provide support in improving implementation efficiency, reducing operational risk, and minimizing implementation leakage.
- Support the Fund Implementation Team with the successful implementation of portfolio management decisions, including asset allocation and investment manager changes.
- Manage the transaction lifecycle of private market investment strategies, including coordination of transaction documentation, pipeline management, deal funding, and liquidity planning.
- Coordinate daily portfolio exposure management activities, including asset allocation rebalancing, overlay portfolio monitoring, liquidity forecasting, and currency exposure monitoring.
- Work closely with investment operations to ensure the implementation pipeline is continuously updated and accurate.
- Ensure all implementation activities are well managed and communicated.
- Contribute to the establishment of a data infrastructure that provides centralized and high-quality data.
- Qualifications at a degree level in an analytical discipline such as finance, economics, or mathematics.
- 5-7 years of investment industry experience.
- Experience in portfolio construction for multi-manager portfolios.
- Understanding of different approaches to portfolio construction, including passive, active, factor, core, and high conviction.
- A sound knowledge of investment markets and asset classes.
Mercer is a global consulting leader in talent, rewards, and investment. We help clients navigate an increasingly dynamic and complex environment by providing innovative and tailored solutions. Our approximately 25,000 employees are based in 43 countries and operate in 130 countries. Mercer is a business of Marsh McLennan, the world's leading professional services firm in the areas of risk, strategy, and people.