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Performance and Attribution Project Lead - Transformation

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Mercer

7d ago

  • Job
    Full-time
    Expert Level
  • Business, Operations & Strategy
    Banking & Finance
  • Melbourne

AI generated summary

  • You need a finance-related degree, 12-15 years in investment performance analysis, 5 years in management, expertise in Factset, and strong analytical and communication skills.
  • You will manage global projects, engage with performance teams, articulate business needs to clients, represent Mercer externally, and build relationships within the investment services community.

Requirements

  • 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

Responsibilities

  • Global target operating model: Working with multiple project team 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

FAQs

What is the job title for this position?

The job title is Performance and Attribution Project Lead - Transformation.

Where is this position based?

This position can be based in Melbourne or Sydney.

Is this a remote work opportunity?

Yes, it is a hybrid role that requires working at least three days a week in the office.

What is the duration of this contract?

This is a 12-month fixed-term contract.

What are the key responsibilities of this role?

Key responsibilities include working on the global target operating model, project management, engaging with broader performance teams, working with clients and suppliers, representing Mercer externally in client advisory projects, and building relationships within the investment services community.

What qualifications are required for this position?

A Bachelor’s degree in finance, economics, or a related field is required, with an advanced degree (e.g., MBA, CFA) preferred.

How many years of experience are required for this role?

A minimum of 12-15 years of experience in investment performance analysis, attribution, and strategic leadership is required, including at least 5 years of experience in people management.

What skills are essential for this position?

Essential skills include a strong understanding of investment principles, financial markets, performance measurement methodologies, analytical skills, and excellent communication and presentation abilities.

What software knowledge is preferred for candidates applying?

A deep understanding of Factset and familiarity with Alpha or Aladdin is preferred.

What benefits does Mercer offer to its employees?

Mercer offers professional development opportunities, a supportive and inclusive culture, a range of career opportunities, benefits, and rewards to enhance well-being.

How does Mercer view diversity and inclusion in the workplace?

Mercer is committed to creating a diverse, inclusive, and flexible work environment and aims to attract and retain the best people from various backgrounds and characteristics.

What is Marsh McLennan's overall focus as a company?

Marsh McLennan focuses on helping clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.

Preparing you for the future of work. Improving health and well-being. Reshaping retirement and investment outcomes

Consulting
Industry
10,001+
Employees
1945
Founded Year

Mission & Purpose

Mercer is a global consulting firm that specializes in providing human resources, benefits, and investment-related services to organisations. They offer a wide range of consulting solutions in areas such as talent management, compensation and benefits, retirement planning, and investment advice. Mercer's ultimate mission is to help organisations and individuals achieve better health, wealth, and career outcomes. Their purpose lies in delivering personalised and data-driven solutions that address the evolving challenges in the workplace, improve employee well-being, and optimise organisational performance. By leveraging their expertise in human capital, health, and wealth management, Mercer aims to empower businesses to make informed decisions, attract and retain top talent, and create sustainable and thriving work environments. Additionally, they strive to assist individuals in making informed financial decisions to secure their financial future and retirement. Through their consulting services and research-driven insights, Mercer seeks to shape the future of work, promote employee well-being, and drive positive change in the world of work and benefits.

Benefits

  • Paid vacation and holidays

  • Life insurance

  • Legal assistance

  • Health club discounts