Senior Investment Analytics Manager

Mercer is seeking candidates for the following position based in the Sydney or Melbourne office:

Senior Investment Analytics Manager

What can you expect?

What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. We pride ourselves on providing outstanding career development, learning opportunities, rewards and benefits, and we are committed to making your journey with us FUN.

• Voted #1 HR Consulting Company Globally
• Prestigious Sydney (Barangaroo) OR Melbourne (Docklands) offices
• Great Package
• Great time to join this global organisation in Growth Phase

What is in it for you?

At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that assist career development such as professional development support, exam and study assistance and global rotation opportunities which will support you to reach your full potential. We also recognise the value of healthy, happy colleagues and promote a culture of inclusion, care and wellbeing, offering benefits such as flexible working and much more

• Leading learning and development programs
• Professional environment where your career path really matters and is supported in our global organisation
• Great team environment with energetic and supportive colleagues
• Genuine work life balance

We will count on you to:

The Senior Investment Analytics Manager is responsible for supporting industry leading OCIO investment data solutions in terms of strategic planning and operational designs. The Investment Analytics function is comprised of a specialist group of practitioners supporting complex transformation, uplifting of systems, data, processes and investment solutions underpinning our OCIO business across the Mercer Pacific Investment Team (IMT)

Key to this will be the design, delivery and leadership of data analytics solutions to enhance the management of risks and exposures across a broad range of single sector and multi-asset class investment portfolios. This role is imperative to leading organisation wide initiatives that ensure the evolving data management capability continues to evolve and is maximised in terms of model integration and investment solutions design, development and implementation.

The role will support the IMT lead as the organisation looks to establish a modernised investment analytics design and development capability aimed to ensure maximum efficiency across the complex fund structure in terms of design and delivery of investment data visualisation and analytical tools and technologies.

The Senior Investment Analytics Manager will report to Head of Investment Analytics and Implementation and work closely 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 is able to problem solve and construct data queries across a variety of data mediums / vendors / investment and related operational processes. Additionally, a solid understanding of financial markets and investment principles to interpret the data accurately and make informed recommendations is crucial.
• Leadership: strong demonstratable leadership skills, able to lead a team of circa 10, in an off shore capability. Lead this team and bring them along a maturity model journey to meet the evolving needs of our business on shore.
• Stakeholder engagement and delivery management. Crucial for effective engagement across multiple investment data heavy teams, such as portfolio management, implementation and execution, investment strategies and sustainable investments. 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 that 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.

What you need to have:

• Degree qualified in numerical field (Maths, Science, Engineering, Computer Science) preferred. A suitable post graduate 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.

About us:

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter 

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. Note: the changes to our hybrid work policy do not apply to officially designated remote workers and are subject to any works council or local legal requirement.