Investment Implementation Services Specialist at Marsh McLennan | AU | Rezi

Investment Implementation Services Specialist at Marsh McLennan

Investment Implementation Services Specialist

Marsh McLennan · AU

1 weeks ago

Investment Implementation Services Specialist

Marsh McLennan · AU

9 days ago
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About the Role

This role plays a key part in supporting the financial health and operational efficiency of our Pacific operations. You will work across cash flow management, unit pricing review, reporting and compliance, partnering with internal teams and external stakeholders to help ensure accuracy, timeliness and control.

Responsibilities

  • Manage daily cash flow activity to support liquidity and business objectives across specific clients in the Pacific region
  • Prepare, analyse and review cash flow forecasts and reports, providing clear insights to Client Consulting Teams
  • Lead review and peer review processes for cash flow data to support accuracy, integrity and compliance
  • Work with internal teams, external stakeholders and service providers to resolve discrepancies and improve cash management outcomes
  • Monitor internal controls, risk management practices and compliance requirements related to cash flow and unit pricing activities
  • Support regulatory and compliance reporting, escalating issues promptly and contributing to month-end, quarter-end and year-end close activities

Requirements

  • A bachelor’s degree in Finance, Accounting, Economics or a related discipline
  • At least 5 years’ experience in cash flow management, treasury or a similar financial services environment
  • Demonstrated experience in senior-level review and peer review responsibilities
  • Strong knowledge of financial regulations and compliance requirements across the Pacific region
  • Proficiency with financial systems and investment tools
  • A sound understanding of the superannuation industry and unit pricing concepts
  • Appropriate approval to work in Australia
  • Willingness to complete a Criminal & Bankruptcy check prior to commencing employment

Skills

  • Financial modelling
  • Process improvement
  • Stakeholder collaboration

Location

  • Melbourne
  • Sydney

Work Type

  • Hybrid

Experience Level

  • 5 years experience
  • Senior-level

Education Level

  • Bachelor's degree in Finance, Accounting, Economics or a related discipline
  • CPA
  • CFA
  • CTP

About the Company

  • Marsh (NYSE: MRSH) is 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.
  • 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.

Equal Opportunity

  • 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.