Senior Analyst - Investment

Company:

Description:

We are seeking a talented individual to join our Global Business Solutions team at Mercer. This role will be based in Sydney or Melbourne. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Senior Analyst - Investment role sits within Mercer Wealth Management Investment Solutions (WMIS) and supports the ongoing management of WMIS multi-asset multi-manager portfolios. The role has a strong quantitative emphasis, focusing primarily on data management and performance analysis. You will support Portfolio Managers and the wider WMIS team by coordinating day-to-day portfolio support across trading, execution, and analytics, working closely with various internal teams and external Portfolio Managers.

We will count on you to:

• Support the WMIS Portfolio Managers in the day-to-day management of WMIS multi-asset portfolios.

• Assist with portfolio attribution analysis for all generic and bespoke managed account portfolios.

• Improve reliability, consistency, and scalability across reporting pipelines and workflows.

• Maintain and produce regular attribution reports, dashboards, and commentary for internal decision-making and end clients.

• Own the data integrity, collection, and reconciliation processes for investment portfolios, transactions, and benchmarks.

• Support the development of new multi-asset portfolio offerings through scenario analysis and back testing.

• Reduce manual operational processes through scalable automation solutions.

• Analyze and manage investment data across multiple asset classes.

• Work closely with investment, operations, and technology teams to automate reporting and reduce manual processes.

• Keep abreast of industry and market developments and best practices through continual education and learning.

What you need to have:

• Degree in finance, economics, mathematics, or a related analytical discipline.

• Ideally 1-2 years of experience in a similar role; recent graduates will also be considered.

• Proficiency in SQL, Python, R, or VBA for data manipulation and automation

• Understanding of financial instruments and data feeds.

• Demonstrated experience using Bloomberg or FactSet for investment data extraction, portfolio analysis, performance measurement, and attribution reporting.

• Intermediate to advanced MS Excel skills.

What makes you stand out:

• Demonstrated aptitude for clear, logical thinking and strong problem-solving ability.

• Strong attention to detail, time management, and ability to manage multiple workflows to meet deadlines.

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 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.

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 creating 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. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

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.