Investment Services Operations Specialist

Investment Services Operations Specialist

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

We will count on you to:

• Support the effective management of risk and governance within the Investment Services team by identifying operational risks, implementing controls, and promoting best practices.
• Serve as the Investment Services Risk Champion by managing incidents through to closure, participating in risk training, providing training to team members, and representing the team in risk management meetings.
• Assist with fund establishment, terminations, and investment manager transitions, including liaising with custodians and the Fund Implementation and Product teams to plan, execute and review product changes.
• Oversee corporate and class actions, stale price reviews and coordinate with third-party service providers to ensure timely and accurate reporting.
• Collaborate with internal teams such as Risk & Compliance, Internal Audit, and Vendor Management to ensure controls are robust and processes are compliant.

What you need to have:

• Bachelor’s degree in accounting, finance, law, or a related field.
• Minimum of 3-5 years of experience in the Financial Services industry, preferably with experience in investment operations, fund management, or custodial services.
• Strong understanding of Australian financial services regulations, especially related to superannuation.
• Excellent analytical, problem-solving, and communication skills, with the ability to collaborate effectively across teams.
• Proven ability to manage multiple tasks and projects while meeting deadlines.

What makes you stand out:

• Experience reviewing and documenting processes and procedures.
• Familiarity with emerging technology and data management tools.
• Knowledge of asset management processes and drivers behind market movements.
• Strong project management skills and sound judgment in decision-making.

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, 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.