Head of Portfolio Management

Company:

Mercer

Description:

Head of Portfolio Management, Mercer Super

We are seeking a talented individual to join our Mercer Super Investments team at Mercer. This role will be based in Sydney or Melbourne. This is a senior hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

• Manage the implementation of the underlying investment portfolios within Mercer Super Investment options (approx. $78 billion) to ensure alignment with the total portfolio strategy and deliver strong investment outcomes for members.
• Collaborate with the broader Mercer Pacific and global investment teams to design and implement optimal asset class portfolios.
• Identify and implement opportunities to enhance efficiency and simplicity within Mercer Super’s portfolios.
• Provide strategic leadership to the Mercer Super portfolio management team, coaching and mentoring a small team of direct reports.
• Foster a strong risk culture and support the CIO in meeting regulatory obligations and investment governance requirements.

What you need to have:

• A degree in an appropriate analytical discipline such as finance, economics, or mathematics; a postgraduate qualification (CFA, FIAA, or a relevant Master’s) is preferred.
• Extensive experience in portfolio management and asset allocation processes, with a proven track record of adding value through efficient portfolio management.
• Strong communication and analytical skills, with the ability to interact confidently with senior investment professionals and stakeholders.

What makes you stand out:

• Outstanding technical skills in Excel, data analysis, and database management.
• Strong people management skills, with the ability to coach and develop a small team.
• Experience representing an organization in external settings, including conferences and media engagements.

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 an impact on 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, 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 $24 billion and more than 90,000 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.