Investment Operations Specialist - 6 Month Contract

Reposted 20 Days Ago
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Frame, TX, USA
In-Office
Mid level
Fintech • HR Tech • Insurance • Consulting
The Role
Join Mercer's Investment Operations team for a 12-month role focused on regulatory reporting, fund oversight, and operational tasks while supporting process improvements and collaborating with stakeholders.
Summary Generated by Built In
Company:Mercer

Description:

Mercer’s Investment Management business, Investment Solutions International (IS), is looking for a motivated and detail-oriented investment operations specialist to join our Operations team. This is a 6 month fixed term contract role with potential for permanency subject to performance and business needs. While prior experience in regulatory reporting or fund expense oversight is a plus, it is not required. We are looking for someone with a basic understanding of fund accounting and a keen interest in learning about European investment products and operational processes.

What can you expect:

Mercer is a fast-growing investment solutions provider with a broad and expanding client base. Our fund range includes approximately 140 Irish domiciled funds across multiple legal structures, supporting Mercer’s investment and risk management solutions for institutional clients.

The Operations team supports a variety of important activities including onboarding new clients, launching funds, managing fund rebalancing, overseeing NAV and valuations, and supporting regulatory and tax compliance. You will work closely with experienced colleagues and third-party service providers to help ensure smooth and accurate operations.

The Regulatory Reporting team focuses on ensuring Mercer meets its regulatory obligations, including reporting under MiFID II, AIFMD, MMFR, EMIR, and PRIIPs KIDs. As an Associate, you will become responsible for reporting processes and gain exposure to regulatory changes and process improvement. In addition, you will support Fund Expenses Oversight liaising closely with our Dublin lead and Mumbai team to ensure all fund expense related tasks are completed accurately and on time.

This role offers a great learning environment where you will support & contribute to key operational and regulatory tasks, develop your knowledge of investment operations, and actively work on team projects.

We will rely on you to:

  • Learn and develop a solid understanding of Mercer’s fund structures and investment solutions

  • Support the team in delivering accurate and timely regulatory reporting and fund expense oversight

  • Act as primary subject matter expert and support for offshore colleagues.

  • Assist with data validation, monitoring, and basic analysis to ensure data quality

  • Help research and summarize regulatory requirements and fund operations under guidance

  • Support process improvements and automation initiatives to enhance operational efficiency, driving forward solutions and taking ownership of outcomes.

  • Collaborate with internal teams and external service providers to support daily operations

  • Contribute to team projects and support the implementation of new regulatory requirements

  • Maintain a strong focus on risk management and compliance within your work

What you will need to have:

  • 2-5 years of experience in asset management, fund administration, or investment operations, with relevant academic background (Business, Accounting, Finance, Economics).

  • Good understanding of fund accounting principles and investment products.

  • Strong attention to detail and willingness to learn.

  • Excellent analytical skills and comfort working with data (Excel proficiency required; SQL or other data tools a plus).

  • Interest in regulatory frameworks and compliance processes (prior experience is a bonus but not essential).

  • Effective communication skills and ability to work collaboratively in a team environment.

  • Self-motivated, self-starter with a positive attitude and eagerness to develop professionally.

  • Ability to manage multiple tasks and work in a fast-paced environment.

  • High performance outlook comfortable taking ownership of work and driving solutions.

  • Good technology skills including Microsoft Office (Excel, PowerPoint, Word) and openness to learning new tools.

What will make you stand out:

  • Enthusiasm for building a career in investment operations and regulatory reporting

  • Proactive approach to learning and problem-solving

  • Strong organizational skills and ability to deliver work accurately and on time

  • Excellent verbal and written communication skills

  • Ability to quickly absorb new information and adapt to change

  • Confident and comfortable in making decisions.

Why join our team:

  • To be part of a company with a strong brand, committed to making a difference in people's lives.

  • 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.

#MercerIS

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to embracing 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, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [email protected] to discuss any specific needs.

Marsh 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 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.

Skills Required

  • 2-5 years of experience in asset management, fund administration, or investment operations
  • Good understanding of fund accounting principles and investment products
  • Excel proficiency; SQL or other data tools a plus
  • Interest in regulatory frameworks and compliance processes
  • Effective communication skills and ability to work collaboratively in a team environment

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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