Hybrid Senior Associate, Investment Implementation

Posted last week

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About the role

  • Senior Associate managing investment implementation to enhance operational efficiency at Mercer. Collaborating with Portfolio Managers and Investment Operations on diverse asset classes and strategies.

Responsibilities

  • 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.

Requirements

  • 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.

Benefits

  • Flexible working arrangements
  • Opportunities for professional development

Job title

Senior Associate, Investment Implementation

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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