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.
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