Fund and Client Reporting Leader

Company:

Mercer

Description:

Fund and Client Reporting Leader

We are seeking a talented individual to join our Mercer Investments team. 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.

This team delivers client and fund reporting across Investments Pacific, including client performance reports, fact sheets and quarterly reports alongside other client facing deliverables. In this role, you will lead end-to-end reporting delivery, work closely with internal and global stakeholders, and help shape the future of our reporting roadmap You will also play a key part in ensuring our delivery is robust - strengthening controls, process and delivery efficiency across onshore and offshore workstreams.

We will count on you to:

• Lead the end-to-end delivery of client and fund reporting across Mercer Investments, including the regular reporting schedule
• Partner with client-facing, technical and enabling teams to deliver accurate, timely and insightful reporting
• Manage and develop a team of technical and delivery specialists to support high-quality outcomes
• Build effective relationships across the global Mercer business to support client and market-facing reporting
• Identify opportunities to improve processes, technology use and offshore delivery to increase efficiency and reduce operating risk
• Provide guidance and subject matter input to the Investments Operating Office leadership team and broader business as required

What you need to have:

• Relevant undergraduate qualification
• Demonstrated experience leading reporting, project delivery or transformation in a complex environment
• Proven ability to influence senior stakeholders and build effective working relationships across local and global teams
• Technical investment writing capability, with the ability to prepare and present content clearly for external stakeholders

What makes you stand out:

• Postgraduate and/or professional qualification
• Experience with investment reporting for websites, fact sheets and quarterly reports
• Exposure to offshore delivery models, process improvement or reporting transformation initiatives

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.