Senior Operations Specialist - Investment Operations

Company:Marsh

Description:

Marsh’s Investment Management business, Investment Solutions International (IS), is seeking a highly motivated and detail-oriented professional to join our Regulatory Reporting team within our Operations unit.  The ideal candidate will have a strong and diverse background across Funds/Asset Management with 8+years of experience within an Asset Manager or Administrator and a solid understanding of core Fund/Investment Operations, including Fund Accounting, Middle Office and Transfer Agency. The role focuses on ensuring the accuracy, timeliness, and completeness of Marsh’s Regulatory Reporting as well as the effective oversight of Regulatory Reporting processes. Understanding of European investment products required.

The role will be based in Dublin. This is a hybrid that has a requirement of working three days a week in the office.

What can you expect:

This is an exciting opportunity for a senior candidate to join one of Marsh’s largest and most rapidly-growing business areas – Investment Solutions. Marsh is one of the fastest growing investment solutions entities globally, with a rapidly expanding client base and continued strong growth anticipated. Our fund range was launched in Europe in September 2006 and currently consists of c.140 Irish domiciled funds across 5 legal structures. In addition to the ability to provide bespoke solutions to large, sophisticated clients these funds provide building blocks to support Marsh’s wider range of investment and risk management solutions targeting the institutional marketplace. Assets Under Management (AUM) at a local level is approx. $200bn and $840bn at a global level.

The Operations Unit is responsible for the on-boarding of new clients into the funds, launching new funds, client and fund rebalancing, management of underlying investment manager changes, NAV and valuation oversight, fund expenses, regulatory & tax oversight, management of third-party service providers, operational infrastructure changes, development and maintenance of relationships with both internal and external clients and adherence to strict risk controls.

As a Regulatory Reporting Senior Specialist, you will play a crucial role in overseeing regulatory reporting requirements of the Funds, the Investment Manager and the Management Company (e.g. MiFID II, AIFMD, MMFR, IMR, PRIIPs KIDs) as well as leading the solutioning of new regulatory change requirements. The effective management of key service providers and oversight of delegates is also an important element of the role. This is a highly visible senior position requiring collaboration with a broad set of stakeholders internally and externally, including investment and commercial teams, Legal, Compliance, Portfolio Managers and operational teams.

The successful candidate will own, drive and deliver key reporting processes, work closely with internal and external stakeholders and contribute to ongoing data and reporting transformation initiatives. You will manage the delivery of business-as-usual (BAU) and team projects as required, become a subject matter expert, and use your initiative to navigate complex queries as well as actively contributing to enhanced operational processes and controls initiatives.

We will count on you to:

• Quickly develop in-depth knowledge of Marsh’s fund structures and portfolio solutions.
• Oversee Regulatory Reporting processes for your scope of work, monitoring SLAs and KPIs.  
• Manage relationships & regulatory related deliverables with key service providers, including Regulatory Reporting service providers, custodians and investment managers.
• Prepare regulatory updates/reporting for internal governance committees Boards.
• Support fund launches, restructures, transitions and closures from a regulatory reporting impact assessment perspective.
• Review fund and client documentation, including legal and operational agreements.
• Identify operational risks and inefficiencies and help implement process improvements.
• Own, drive and deliver your work with a high-performance mindset.
• Work collaboratively with offshore teams to ensure delivery of high-quality output and strong governance and oversight.   
• Train and develop junior members of the team as needed.
• Be able to research regulatory change impacts, interpret key points as they apply to the business and summarise in a clear and succinct manner to aid project deliverables.
• Lead change and process enhancement projects for the team as required.
• Support team manager with key strategic initiatives as required.
• Support the advancement of our Operating Model as we adapt to the needs of new client types.

What you need to have:

• 8+ years’ experience in Asset Management/fund administration/investment operations with strong Fund Accounting and academic background (Business/Accounting/Finance/Economics).
• A good understanding of European fund structures including UCITS and AIFs.
• Strong analytical mindset with excellent attention to detail.
• The ability to manage multiple priorities in a fast-paced environment
• Excellent communication and stakeholder management skills. 
• Energy, tenacity and resilience. Highly motivated, driven and focused.
• Confident in decision making, manages uncertainty effectively.
• Champions collaboration to achieve shared vision.
• Strong technology skills (PowerPoint, Excel, Word, AI).

What makes you stand out:

• A high-calibre professional eager to progress and build a career within the organisation by acting as a SME for the Regulatory Reporting function.
• Self-starter with ability to drive and deliver own work, efficiently, on time, and to a high standard.
• High-performance ethos with focus on problem solving/solutioning and process improvement.
• Communication: Excellent verbal, written, and presentation skills with ability to build and leverage relationships.
• Analytical (Attention to detail): Ability to absorb new and complex information quickly and draw the necessary conclusions.

Why join our team:

• We support your growth through professional development, engaging work, and supportive leadership.
• We promote a vibrant, inclusive culture where collaboration drives innovation and impact for colleagues, clients, and communities.
• Our global scale offers diverse career opportunities.

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, 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.