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About the Role

The Analyst – Investment Performance and Regulatory Reporting role involves collating and maintaining key performance-based datasets to support the accurate and timely production of investment reports. This position is crucial for ensuring the organization meets regulatory obligations by providing critical data insights.

Responsibilities

• Maintain and reconcile the investment performance measurement system, ensuring data integrity across custodian feeds, unit pricing, and internal records.
• Perform data quality checks and exception management to identify and resolve discrepancies in source data before use in analytics.
• Collate and maintain key datasets outside of core systems, documenting data definitions, methodologies, and procedures in accordance with data governance guidelines.
• Support the development and maintenance of benchmark indices and composite calculations where applicable.
• Assist senior performance analysts in attribution analysis to decompose performance against benchmarks.
• Coordinate with custodian, data vendor, fund accounting, and investment management teams to gather source data required for regulatory submissions.
• Provide analytical support and clear explanations of investment outcomes and regulatory data to non-technical stakeholders.
• Respond to ad hoc data requests, including collating, manipulating and presenting data from multiple sources to support decision-making or analysis.
• Identify opportunities to enhance processes through automation, improved data sourcing, or risk mitigation.
• Support internal and external audit processes by providing documentation, reconciliations, and explanations as required.
• Contribute to project work related to performance system upgrades, data warehouse development, or regulatory change programs.

Requirements

• High attention to detail with a track record of producing accurate, audit-ready outputs under deadline pressure.
• Advanced proficiency in Microsoft Excel, including Power Query, VBA, and complex formulae; experience with SQL for data extraction and manipulation.
• Strong understanding of investment concepts including asset classes, benchmarks, return attribution, and risk metrics.
• Minimum 3–5 years’ experience in investment performance reporting, fund operations, or financial data analysis within a superannuation fund, asset manager, custodian, or financial services firm.

Skills

• Microsoft Excel
• Power Query
• VBA
• SQL
• Investment performance systems
• CFA
• CIPM

Location

• Melbourne
• Sydney

Work Type

• Hybrid
• 12-month fixed-term contract

Experience Level

• 3-5 years

Education Level

• Tertiary qualification in Finance, Economics, Accounting, Mathematics, Statistics, or a related discipline.
• Progress towards relevant qualifications such as CFA or CIPM.

Benefits

• Professional development opportunities
• Interesting work
• Supportive leaders
• Vibrant and inclusive culture
• Career opportunities
• Benefits and rewards to enhance well-being

About the Company

• 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.
• Marsh is committed to creating a diverse, inclusive and flexible work environment.
• 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.

Equal Opportunity

• 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.