Investment Operations – Senior Specialist jobs in United States
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Marsh McLennan · 3 weeks ago

Investment Operations – Senior Specialist

Mercer is a global leader in investment management, and they are seeking a highly motivated Investment Operations – Senior Specialist to join their Operations team. The role focuses on ensuring the accuracy and timeliness of regulatory filings and reporting obligations while overseeing fund expense processes.

Financial ServicesProfessional ServicesService Industry
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H1B Sponsor Likelynote

Responsibilities

Quickly develop in-depth knowledge of Mercer’s fund structures and portfolio solutions
Own, drive and deliver your work within your remit and lead by example
Have a strong risk focus with emphasis on building processes that are efficient but controlled
Be able to research investment regulations and fund structures, interpret key points as they apply to the Mercer IS business and summarise in a clear and succinct manner to aid project deliverables
Lead regulatory change and process enhancement projects for the team as required
Support Head of Regulatory Reporting with key strategic initiatives as required
Lead the monitoring of regulatory and market developments that affect our funds, drive assessment of the operational impact of such new regulations and support the delivery of design and implementation of appropriate solutions
Support the onboarding and oversight of service providers as required. (SLR, SLA, risk assessments etc)
Actively contribute to automation and process improvements, including enhanced data validation and management processes
Support the advancement of our Operating Model as we adapt to the needs of new client types

Qualification

Fund AccountingRegulatory ReportingEuropean Investment ProductsData Tools ExcelData Tools SQLAnalytical SkillsCommunication SkillsProblem SolvingCollaborationDecision Making

Required

8+ years experience in Asset Management, fund administration or investment operations with strong Fund Accounting and academic background (Business/Accounting/Finance/Economics)
Strong analytical mindset with ability to interpret large datasets and manage data quality
Proficiency with data tools (Excel, SQL or similar) required
In-depth knowledge of European Investment Products, UCITS, AIFs and Fund regulatory requirements
Excellent communication and presentation skills with ability to manage senior stakeholders effectively
Ability to work under own initiative in a fast-paced environment
Confident in decision making, manages uncertainty effectively, anticipates and resolves barriers to implementing changes and instils Mercer philosophy and culture into all practices
Champions collaboration within an organisation to achieve shared vision, effective in building support for ideas and gaining buy-in from key stakeholders
Strong technology skills (PowerPoint, Excel, Word, AI) & strong aptitude for learning and adapting to new technologies

Preferred

Experience in regulatory reporting/compliance and or fund expense oversight desirable but not essential
Data management solutioning exposure desirable

Benefits

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

Company

Marsh McLennan

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Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

H1B Sponsorship

Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

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Joe Hayes
Senior Vice President, COO Private Client Services
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Katherine Brennan
SVP, General Counsel
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Company data provided by crunchbase