Investment Performance and Reporting Professional

3 weeks ago


Leeds, Leeds, United Kingdom GB035 Mercer (UK) Limited Full time

Job Description:

Investment Content and Performance Specialist

Mercer's Delegated Investment Solutions is seeking an experienced investment performance and reporting professional to join its International Client Content and Performance Delivery Group. The ideal candidate will have excellent project management experience within the investment environment, great communication and organisational skills, and the ability to problem-solve and work effectively within a small team.

Key Responsibilities:

  • Liaise closely with other members of the Client Content and Performance Group to develop a deep understanding of Mercer's investment solution reporting capabilities.
  • Oversight of the offshore team operations, including monitoring KPIs and identifying areas for improvement of the current process.
  • Act as an escalation point for queries from the offshore team and the business, and maintain and enhance the current error and change management processes.
  • Ensure that checklist and guidelines, used by the offshore team, are fit for purpose and work with the offshore team on training plans.
  • Oversight of factsheet production and coordination of day-to-day reporting obligations.

What We Offer:

  • A competitive benefits package, including 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, and employee assistance program.
  • An intellectually challenging and supportive environment with people who are invested in your growth and development.

Requirements:

  • Experience within an investment environment is essential, with a focus on investment performance platforms.
  • Excellent project management experience, great communication and organisational skills, and the ability to problem-solve and work effectively within a small team.


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