Investment Operations Analyst

1 week ago


Melbourne, Australia Mercer Full time

**Convenient Docklands location with a flexible working environment**
- ** Work from home 2 days per week**
- ** Career path opportunities and g**reat team environment**

**What can you expect?**

The Investment Operations Analyst reports to the Head of Client, Solutions, & Implementation and is responsible for cashflow processing (including providing updated FX hedging positions to investment managers), performance and attribution reporting, reviewing unit pricing information, and ensuring prompt resolution of related issues - for both Australian and New Zealand Mercer funds.

**What’s in it for you?**

The Investment Operations Analyst will utilise their strong communication and stakeholder management skills to resolve queries and escalations with a variety of internal and external stakeholders, including investment managers, custodians and auditors, representing Mercer with the highest standard of professionalism at all times.

The Investment Operations Analyst will work within the internal control framework to manage operational risks; identifying and mitigating operational risk. In this role you will show initiative and a proactive approach to improve efficiencies and streamline processes for more complex investment operations and trading projects.

**We will count on you to**:
**Unit Pricing**
- Daily review and sign-off of unit price information.
- Facilitate the investigation and timely resolution of queries and exceptions through effective communication with internal and external stakeholders, as required.

**Cashflow**
- Input or review of daily asset allocation and rebalancing activities.
- Close trade exceptions in an accurate and timely manner and prepare instructions of investment and cash transactions to custodians.
- Provide updated FX hedging instructions to investment managers as required
- Performance Analytics. Compile the Performance outputs of pQuant on a monthly basis for the purposes of client reporting. Look into Performance outputs for anomalies and inconsistencies. Handle 1st level performance queries from Clients.

**Continuous Improvement / Risk Management**
- Pro-actively working on continuous improvements of operational processes, driving the implementation by working collaboratively with all affected teams/departments.
- Work within the appropriate levels of control framework to manage operational risks, identifying and mitigating operational risk and escalate items appropriately.

**What you need to have**:

- Demonstrated aptitude for clear, logical thinking
- Advanced numerical, reconciliation and analytical skills
- Solutions focussed with strong problem-solving ability
- Strong attention to detail and time management
- Ability to manage multiple workflows to meet both internal and client deadlines;
- Strong relationship management and interpersonal skills
- Good working knowledge of range of investment securities
- Sound understanding of relevant regulatory environment and taxation (Australia and New Zealand)
- Intermediate to advanced Microsoft Excel skills

**What makes you stand out**:

- Experience with:

- unitised trust structures
- multi-manager investment structures advantageous

**About Mercer**:
Mercer provides insights, advice and technology-driven solutions to help build brighter futures for our clients, colleagues and communities. Together, we’re redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries, and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan Companies (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annualized revenue approaching $17 billion. Through its market-leading businesses, including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment.

**Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.



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