Performance and Attribution Project Lead - Transformation
Performance and Attribution Project Lead - Transformation - 12 month Fixed Term Contract
We are seeking a talented individual to join our Investment Solutions team at Mercer. This role will be based in Melbourne or Sydney. 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:
This is an exciting opportunity to join one of Mercer’s largest and most rapidly growing business areas – Investment Solutions. Our Investment Solutions performance and attribution team plays a crucial role in evaluating investment performance, undertaking in-depth quantitative and qualitative analysis to identify areas for improvement, and providing valuable insights to support investment decision-making and client communication. This role will provide specialist performance and attribution skills to Mercers Pacific Investment Solutions team – contributing to our current team activities, alongside representing the region within a global target operating model project - contributing to building the performance and attribution capabilities within the new operating model. This role will also work with other units within the firm to support regulatory reporting and analysis requirements.
Key Responsibilities:
* Global target operating model: Working with multiple project teams across the globe with a focus on performance and attribution to land the best possible outcome that strengthens delivery for Pacific.
* Project Management: Excellent project management skills and an ability to speak through complex problems with senior leaders, while appreciating the detail that builds up from ground level staff.
* Broader team engagement: Engage with and support other activities of the broader performance teams globally as required; including project work, evolving the process and representing the team in Australia.
* Working with clients/suppliers/external consultants: Ability to articulate Mercer’s processes and business needs externally to clients, our suppliers and consultants on both existing and new business situations.
* Representing Mercer externally: Participate in listed equity client advisory/consulting projects, including formulating investment strategies, ongoing monitoring of manager performance and investment performance and client workgroups. Presenting at relevant client forums, including to the Investment Services client base.
* Build relationships: Represent Mercer within the investment services community and develop relationships with broader stakeholders.
What you need to have:
* Bachelor’s degree in finance, Economics, or a related field. Advanced degree (e.g., MBA, CFA) preferred.
* Strong understanding of investment principles, financial markets, and performance measurement methodologies.
* Deep understanding of Factset and its methodologies.
* Minimum of 12 - 15 years of experience in investment performance analysis, attribution, and strategic leadership, with at least 5 years of experience in people management.
* Proven track record of successfully setting up performance analysis teams and driving strategic decision-making.
* Extensive knowledge of investment products, asset classes, and portfolio management techniques.
* Experience in developing and implementing investment strategies aligned with organizational goals.
* Strong analytical skills with the ability to interpret complex data and provide actionable insights.
* Excellent communication and presentation skills, with the ability to effectively communicate complex concepts to stakeholders.
What makes you stand out:
* Any experience with Alpha or Aladdin will be an advantage.
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 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.
Company:
Mercer
Description:
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 $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective.
At Mercer, we believe in building brighter futures. For over 75 years, we’ve been providing trusted advice and solutions to build healthier and more sustainable 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.
Perks and benefits include an employee stock purchase plan, tuition reimbursement plans, health club discounts, competitive salary and total compensation, flexible working, and paid parental leave.
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