Performance Reporting Specialist

Company:Mercer

Description:

We are seeking a Performance & Reporting Specialist to support performance measurement, reporting, and related operational activities across multi-asset portfolios.

This role is ideal for someone with strong analytical skills, attention to detail, and experience working with investment data, reporting systems, and performance calculations.

This role will be based in St. John’s or Toronto. This is a hybrid role that has a requirement to work three days a week in the office.

What you’ll do

• Support performance measurement and reporting activities across multi-asset portfolios.
• Monitor, validate, and analyze portfolio returns, including investigation of outliers.
• Perform data integrity checks and controls to ensure accurate performance calculations.
• Work with investment management and reporting systems such as Investment Metrics, CRIMS, Eagle, Bloomberg, FactSet, or similar systems.
• Assist with client onboarding, account setup, and reporting configuration.
• Support GIPS® implementation and compliance activities, where applicable.
• Maintain documentation for reporting processes, operational procedures, and client-specific requirements.
• Partner with investment and client teams to respond to performance-related inquiries.
• Help improve business processes and support cross-functional collaboration.
• Manage multiple internal operations projects and support day-to-day process coordination.

What you need

• Bachelor’s degree or equivalent experience in finance, economics, business, accounting, mathematics, or a related field.
• 3–5 years of experience in performance measurement or a related role.
• Strong knowledge of performance measurement best practices and return calculation methodologies.
• Understanding of investments, portfolio construction, and multi-asset benchmarking.
• Strong project management, organizational, and communication skills.
• Experience working across teams and supporting change initiatives.

What makes you stand out

• Experience with performance attribution.
• Knowledge of private markets and derivatives.
• Familiarity with GIPS standards.
• Experience with Investment Metrics, CRIMS, Eagle, Bloomberg, FactSet, or similar systems.
• Experience preparing client reporting for institutional investors.

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

Marsh (NYSE: MRSH) is 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, visit marsh.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, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact [email protected].

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.

The applicable base salary range for this role is $75,500 to $113,500.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.

This is a Replacement position.