Investments Reporting Delivery Lead

Company:

Description:

Mercer is seeking candidates for the following position based in the Sydney office:

Investments Reporting Delivery Lead

What can you expect?

What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. We pride ourselves on providing outstanding career development, learning opportunities, rewards and benefits, and we are committed to making your journey with us FUN.

• Voted #1 HR Consulting Company Globally
• Prestigious Sydney (Barangaroo) offices
• Great Package
• Great time to join this global organisation in Growth Phase

What is in it for you?

At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that assist career development such as professional development support, exam and study assistance and global rotation opportunities which will support you to reach your full potential. We also recognise the value of healthy, happy colleagues and promote a culture of inclusion, care and wellbeing, offering benefits such as flexible working and much more!

• Leading learning and development programs
• Professional environment where your career path really matters and is supported in our global organisation
• Great team environment with energetic and supportive colleagues
• Genuine work life balance

We will count on you to:

Enjoy solving a problem? Excited to reinvent processes? Comfortable with investment fund analytics?

A new role has been created within our Customer Reporting team that combines customer experience with program delivery. This role offers the opportunity to shape the future of our client reporting and requires an ability to both build and innovate.

The Investments Reporting Delivery Lead will be responsible for execution and maintenance of client reporting projects. The role requires both business analysis and project management, with responsibilities extending to scoping, project planning, stakeholder management, business collaboration and execution of the Reporting roadmap. It will include identifying client requirements, streamlining existing processes, exploring reporting solutions and coordinating current day-to-day reporting obligations.

The ideal candidate will have strong project management experience within the Investment environment, a passion for improving the customer experience, an ability to problem-solve and strong attention to detail. 

Key Responsibilities:

• Project management of key reporting projects, like streamlining existing reports, extending fund fact sheets, assessing client requirements, creating reporting templates and design alignment.
• Business and process analysis to support research that underpins our projects, and drive efficiencies within our report production environment
• Supporting, finetuning and maintaining the new reporting schedule as we move from project launch to business-as-usual.
• Actively contribute to the reporting team strategy and roadmap.
• Client advocate in all aspects relating to reporting and customer experience.

What you need to have:

• Degree qualified or experience in Finance, Investment Management or Operations or related field. A suitable post graduate qualification, such as CFA, CIMA or Masters in a relevant discipline would be desirable
• 7+ years investment industry experience 
• Knowledge of investment management and/or investment operations processes and systems
• Experience in collaborating with cross-functional teams and managing projects through the entire project lifecycle
• Experience assessing business/client requirements and process mapping.
• Demonstrate skills of project management & delivery.
• Strong customer obsession and desire to improve customer experience
• Excellent communication (both verbal and written) - documentation, negotiation, organisational and relationship skills
• Ability to collaborate across diverse teams and points of views
• Proven stakeholder engagement and management skills
• Strong analytical skills
• Strong attention to detail
• Customer focused
• Driven to deliver results and project outcomes
• Analytical thinker and problem solver
• Ability to quickly adapt and respond to change
• Embraces continuous learning and growth

About us:

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter 

Marsh McLennan 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.

Marsh McLennan 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 McLennan 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. Note: the changes to our hybrid work policy do not apply to officially designated remote workers and are subject to any works council or local legal requirement.