Fund Implementation Senior Analyst

3 months ago

Sydney, Australia Marsh Pty Ltd Full time

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

Fund Implementation Senior Analyst

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 Fund Implementation Senior Analyst will provide broad investment transaction implementation support for all activities that fall under the responsibility of the Head of Fund Implementation. This primarily involves ensuring highly efficient investment implementation outcomes for public and private market investment strategies, managed physical assets transitions, derivative overlay strategies, implementation project management & reporting, risk and oversight across implementation activities for Mercer multi & single sector investment portfolios. In this role, you will ultimately contribute to the design and implementation of a best-in-class investment investment implementation platform that supports Mercer’s clients.

The Fund Implementation Analyst will report to Head of Investment Analytics and Implementation and work closely with Multi-Sector, Equity and Fixed Interest Portfolio Managers as well as the broader Pacific Portfolio Management (PM) team as required. Investment Operations will also be an important stakeholder.

Key roles and responsibilities will include:

  • Providing active support in improving implementation efficiency, reducing operational risk, minimising implementation leakage and reducing time to execution for the Mercer Funds.
  • Supporting the Fund Implementation Team with the successful implementation of portfolio management decisions, including asset allocation and investment manager changes and managed asset transitions.
  • Managing the transaction lifecycle of private market investment strategies including coordination of transaction documentation, pipeline management, deal funding and liquidity planning
  • Coordination of 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 implementation pipeline is continuously updated and accurate to ensure best-practice implementation of investment decisions. 
  • Ensure all implementation activities are well managed and communicated.
  • Participation in the establishment of a data infrastructure that will provide centralised and high quality data that is complete, accurate, timely, accessible and available when required.      
  • Contributing to broader team goals and activities: The Fund Implementation Analyst will collaborate with the broader PM team to work towards a set of common goals, the most important of which is delivering investment outcomes that meet or exceed objectives. From time to time this may mean getting involved in cross-team projects or tasks in order to support the broader team goals. The role may be required to cross-train and provide backup across the full range of team activities, as required.

What you need to have:

  • Qualifications at a Degree level in an appropriate analytical discipline such as finance, economics, or mathematics. A suitable post graduate qualification, such as CFA, CIMA or Masters in a relevant discipline would be desirable but not necessary.
  • 5 - 7 years 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.

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.

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