Company:
Mercer
Description:
Senior Investment Performance Specialist
We are seeking a talented individual to join our Mercer Investments team. This role will be based in Melbourne or Sydney. This role requires a detail-oriented professional with the ability to manage and operate a bespoke complex investment performance calculation system. This is a hybrid role that has a requirement of working at least three days a week in the office.
We will count on you to:
- Calculate and analyze investment performance for multi-sector multi-manager portfolios ensuring accuracy and compliance with industry standards (e.g. GIPS).
- Conduct performance attribution analysis to identify sources of portfolio returns and assess the impact of investment decisions.
- Evaluate portfolio risk through stress testing and scenario analysis supporting APRA Your Future Your Super annual performance tests.
- Prepare detailed performance reports and presentations for internal and external stakeholders including senior management and regulatory bodies.
- Maintain and improve performance measurement databases ensuring data integrity and accuracy while developing methodologies and tools for process improvement.
What you need to have:
- Proficiency in performance measurement software (e.g. FactSet pQuant Eagle P&A) and advanced Excel skills; familiarity with SQL is a plus.
- Strong quantitative and analytical skills with the ability to explain complex concepts concisely.
- A Bachelors degree in Finance Economics Mathematics or a related field; a masters degree or professional certification (e.g. CFA CIPM) is highly desirable.
- A minimum of 7-10 years of experience in investment performance analysis portfolio management or a related field.
What makes you stand out:
- Strong problem-solving skills with the ability to think critically and strategically.
- Ability to work collaboratively in a team environment and manage multiple priorities in a fast-paced setting.
- Experience mentoring junior team members and fostering a culture of continuous learning and development.
Why join our team:
- We help you be your best through professional development opportunities interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues clients and communities.
- Our scale enables us to provide a range of career opportunities as well as benefits and rewards to enhance your well-being.
Mercer a business of Marsh McLennan (NYSE: MMC) is a global leader in helping clients realize their investment objectives shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.
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.
Required Experience:
Senior IC
Company:MercerDescription:Senior Investment Performance SpecialistWe are seeking a talented individual to join our Mercer Investments team. This role will be based in Melbourne or Sydney. This role requires a detail-oriented professional with the ability to manage and operate a bespoke complex inves...
Company:
Mercer
Description:
Senior Investment Performance Specialist
We are seeking a talented individual to join our Mercer Investments team. This role will be based in Melbourne or Sydney. This role requires a detail-oriented professional with the ability to manage and operate a bespoke complex investment performance calculation system. This is a hybrid role that has a requirement of working at least three days a week in the office.
We will count on you to:
- Calculate and analyze investment performance for multi-sector multi-manager portfolios ensuring accuracy and compliance with industry standards (e.g. GIPS).
- Conduct performance attribution analysis to identify sources of portfolio returns and assess the impact of investment decisions.
- Evaluate portfolio risk through stress testing and scenario analysis supporting APRA Your Future Your Super annual performance tests.
- Prepare detailed performance reports and presentations for internal and external stakeholders including senior management and regulatory bodies.
- Maintain and improve performance measurement databases ensuring data integrity and accuracy while developing methodologies and tools for process improvement.
What you need to have:
- Proficiency in performance measurement software (e.g. FactSet pQuant Eagle P&A) and advanced Excel skills; familiarity with SQL is a plus.
- Strong quantitative and analytical skills with the ability to explain complex concepts concisely.
- A Bachelors degree in Finance Economics Mathematics or a related field; a masters degree or professional certification (e.g. CFA CIPM) is highly desirable.
- A minimum of 7-10 years of experience in investment performance analysis portfolio management or a related field.
What makes you stand out:
- Strong problem-solving skills with the ability to think critically and strategically.
- Ability to work collaboratively in a team environment and manage multiple priorities in a fast-paced setting.
- Experience mentoring junior team members and fostering a culture of continuous learning and development.
Why join our team:
- We help you be your best through professional development opportunities interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues clients and communities.
- Our scale enables us to provide a range of career opportunities as well as benefits and rewards to enhance your well-being.
Mercer a business of Marsh McLennan (NYSE: MMC) is a global leader in helping clients realize their investment objectives shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.
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.
Required Experience:
Senior IC
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Posted on:
30+ days ago
Vacancies:
1 Vacancy
