Investment Product Control Senior Specialist jobs in United States
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Marsh McLennan · 1 week ago

Investment Product Control Senior Specialist

Mercer is a global leader in investment solutions, and they are seeking a talented individual to join their Product Control team. The Product Control Senior Specialist will oversee operations and valuation of the Mercer portfolio range, manage service providers, and ensure compliance with investment managers while collaborating with various stakeholders.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Oversee service quality, performance management, and issue resolution, driving streamlined processes that enhance client satisfaction
Understand client needs and identify opportunities for service improvements or additional offerings
Manage incoming client communications proactively, ensuring timely and effective responses
Lead day-to-day client query management, maintaining strong relationships and clear communication
Monitor communications with Fund Administrators and Custodians, escalating issues promptly to ensure swift resolution
Supervise sub-investment managers and service providers, including monitoring service reports and Key Performance Indicators (KPIs)
Ensure compliance with Service Level Agreements (SLAs), prioritising client requirements
Conduct monthly service reviews with Fund Administrators and Custodians, and perform on-site due diligence as needed, maintaining a client-centric approach
Oversee fund and valuation processes, ensuring accuracy, compliance, and timely delivery for key clients
Support fund restructures, launches, transitions, and wind-downs to ensure smooth execution
Build and maintain strong internal and external relationships to support client satisfaction and retention
Contribute to local and global projects as required

Qualification

Fund OperationsEuropean fund structuresClient managementAnalytical skillsStakeholder managementLeadership experienceCommunication skillsOrganizational skillsAdaptability

Required

Proven experience in financial services, particularly asset servicing or investment management, with strong knowledge of Fund Operations including Fund Accounting, Middle Office, and Transfer Agency
In-depth understanding of European fund structures (UCITS, AIFs) and asset classes (securities, loans, derivatives)
Demonstrated success in a client-facing role managing institutional clients
Ability to lead strategic client engagements, resolve complex queries, and drive service excellence
Strong analytical skills, attention to detail, and ability to manage multiple priorities
Excellent communication and stakeholder management skills
Adaptability to new systems and technologies

Preferred

Leadership or supervisory experience is preferred
Proactive, disciplined, and professional approach
Strong organisational skills with the ability to manage complex projects
Analytical mindset focused on risk mitigation and operational excellence
Resilience and ability to thrive in a fast-paced, evolving environment

Benefits

Professional development
Vibrant, inclusive culture
Collaboration drives innovation

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.

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