Senior Associate, Investment Implementation
The Senior Associate, Investment Implementation is a vital member of Mercer’s Global Business Solutions team, providing comprehensive data and analytical support to enhance the efficiency and effectiveness of investment implementation activities. This is a 12-month fixed term contract role.
Reporting to the Head of Investment Analytics and Implementation, you will work closely with Portfolio Managers across multiple asset classes, including fixed income, equities, and alternatives, as well as with Investment Operations and other key stakeholders. This role offers the opportunity to contribute to the design and delivery of a best-in-class investment management platform that supports Mercer’s clients and drives operational excellence.
We will count on you to:
- Support the Head of Investment Implementation in executing portfolio management decisions, including asset allocation, exposure management, investment manager changes, and asset transitions.
- Coordinate daily portfolio exposure management activities such as asset allocation rebalancing, overlay portfolio monitoring, liquidity forecasting, and currency exposure monitoring.
- Collaborate closely with Investment Operations to maintain an accurate and up-to-date implementation pipeline, ensuring best-practice execution of investment decisions.
- Manage and communicate all implementation activities effectively to internal stakeholders.
- Provide analytical insights to improve implementation efficiency, reduce operational risk, minimise implementation leakage, and shorten time to execution for Mercer Funds.
What you need to have:
- Degree qualification in finance, economics, mathematics, or a related analytical discipline. Postgraduate qualifications such as CFA, CIMA, or a relevant Master’s degree are desirable but not essential.
- 5-7 years of experience in the investment industry, with a strong background in portfolio construction for multi-manager portfolios.
- Solid understanding of portfolio construction approaches including passive, active, factor, core, and high conviction strategies.
- Sound knowledge of investment markets, asset classes, and derivatives.
- Advanced Excel skills; proficiency in VBA and Python is highly desirable.
- Strong analytical skills with the ability to apply good judgement and work collaboratively in a team environment.
- Effective communication skills to confidently engage with investment professionals, senior staff, and internal stakeholders.
- A positive attitude with a willingness to learn and develop.
What makes you stand out:
- Demonstrated ability to work collaboratively across teams and with diverse stakeholders.
- Goal-oriented mindset with a focus on delivering high-quality outcomes.
- Experience in managing exposure and liquidity forecasting within investment portfolios.
- Commitment to continuous professional development and staying current with industry best practices.
Top Skills
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.
