Performance and Attribution Project Lead - Transformation

Company:

Mercer

Description:

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

Performance and Attribution Project Lead - Transformation - 12 month Fixed Term Contract

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) or Melbourne (Docklands) office
• 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
• Incentive Compensation Plan
• Professional environment where your career path really matters and is supported in our global organisation
• Great team environment with energetic and supportive colleagues

We will count on you to:

There is an exciting opportunity to join one of Mercer’s largest and most rapidly growing business areas – Investment Solutions. Our Investment Solutions performance and attribution team plays a crucial role in evaluating investment performance, undertaking in-depth quantitative and qualitative analysis to identify areas for improvement, and providing valuable insights to support investment decision-making and client communication. This role will provide specialist performance and attribution skills to Mercers Pacific Investment Solutions team – contributing to our current team activities, alongside representing the region within a global target operating model project - contributing to building the performance and attribution capabilities within the new operating model. This role will also work with other units within the firm to support regulatory reporting and analysis requirements

Key Responsibilities:

• Global target operating model: Working with multiple project team across the globe with a focus on performance and attribution to land the best possible outcome that strengthens delivery for Pacific.
• Project Management: Excellent project management skills and an ability to speak through complex problems with senior leaders, while appreciating the detail that builds up from ground level staff
• Broader team engagement: Engage with and support other activities of the broader performance teams globally as required; including project work, evolving the process and representing the team in Australia
• Working with clients/suppliers/external consultants: Ability to articulate Mercer’s processes and business needs externally to clients, our suppliers and consultants on both existing and new business situations
• Representing Mercer externally: Participate in listed equity client advisory/consulting projects, including formulating investment strategies, ongoing monitoring of manager performance and investment performance and client workgroups. Presenting at relevant client forums, including to the Investment Services client base.
• Build relationships: Represent Mercer within the investment services community and develop relationships with broader stakeholders

What you need to have:

• Bachelor’s degree in Finance, Economics, or a related field. Advanced degree (e.g., MBA, CFA) preferred.

• Strong understanding of investment principles, financial markets, and performance measurement methodologies.
• Deep understanding of Factset and its methodologies. Any experience with Alpha or Aladdin will be an advantage
• Minimum of 12 - 15 years of experience in investment performance analysis, attribution, and strategic leadership. With at least 5 years of experience in people management
• Proven track record of successfully setting up performance analysis teams and driving strategic decision-making.
• Extensive knowledge of investment products, asset classes, and portfolio management techniques.
• Experience in developing and implementing investment strategies aligned with organizational goals.
• Strong analytical skills with the ability to interpret complex data and provide actionable insights.
• Excellent communication and presentation skills, with the ability to effectively communicate complex concepts to stakeholders

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

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.