Marsh McLennan75 jobs

Senior Investment Performance Specialist

SeniorFull-timeHybrid727 Collins St, Melbourne VIC 3004, AustraliaBarangaroo, Millers Point NSW 2000, AustraliaFinanceDataInvestment analysisPosted 2 days ago
View your fit0 of 9 criteria met

About the job

Join Mercer as a Senior Investment Performance Specialist and be part of a dynamic team in Melbourne or Sydney. This job is all about managing a bespoke investment performance calculation system and ensuring accuracy in performance analysis. The team values collaboration and professional growth, offering a supportive environment where you can thrive.

You'll be responsible for

📊

Calculating and analyzing investment performance

Ensure accuracy and compliance with industry standards for multi-sector, multi-manager portfolios.
🔍

Conducting performance attribution analysis

Identify sources of portfolio returns and assess the impact of investment decisions.
📑

Preparing detailed performance reports

Create presentations for internal and external stakeholders, including senior management and regulatory bodies.

Skills you'll need

📊

Proficiency in performance measurement software

Experience with tools like FactSet, pQuant, and Eagle P&A, along with advanced Excel skills; familiarity with SQL is a plus.
🔍

Strong quantitative and analytical skills

Ability to explain complex concepts concisely and effectively.
📈

Experience in investment performance analysis

A minimum of 7-10 years in investment performance analysis, portfolio management, or a related field.
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Meet the team

About the company

View your fit

0 of 5 criteria met
Investment performance analysis experience (7-10 years)
Demonstrated experience in analyzing multi-sector, multi-manager portfolios.

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Proficiency in performance measurement software
Experience with tools like FactSet, pQuant, or Eagle P&A.

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Strong quantitative and analytical skills
Ability to explain complex investment concepts clearly.

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Relevant educational background
Bachelor’s degree in Finance, Economics, or Mathematics required.

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Collaborative team player
Experience mentoring and fostering a learning culture.

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