Client and Fund Reporting Analyst

Location: Sydney or Melbourne (Hybrid Work Model)

Are you passionate about delivering exceptional client experiences and driving continuous improvement in investment reporting? An exciting new role has been created for a skilled Client and Fund Reporting Analyst to join our client reporting team. This pivotal role supports the delivery of our reporting program and manages our client portal. It combines operational excellence with project management to ensure the seamless delivery of high-quality client reports and the continuous enhancement of our investor portal.

We will count on you to:

Oversee the management and seamless execution of client reporting schedules, ensuring accuracy, timeliness, and consistent delivery of high-quality reports.Streamline existing reporting processes and explore innovative reporting solutions to enhance efficiency.Act as the caretaker of our Investor portal, driving improvements, updates, and stakeholder engagement.Collaborate closely with stakeholders across Investments, Operations, and Technology functions.Work alongside development teams and stakeholders to enhance portal functionality and ensure accurate delivery of investment components.Act as a client advocate, championing the customer experience in all aspects of reporting and portal functionality.

What you need to have:

Degree qualified or equivalent experience in Finance, Investment Management, Operations, or a related field.Postgraduate qualifications such as CFA, CIMA, or a relevant Master’s degree are highly desirable.Minimum 5 years’ experience in the investment industry, with strong knowledge of investment management and/or investment operations processes and systems.Demonstrated experience managing projects through the full project lifecycle.Strong project management and delivery capabilities.Customer-focused with a drive to enhance client outcomes.Excellent communication skills, both verbal and written, with the ability to engage and influence stakeholders at all levels.

What makes you stand out:

A passion for improving the customer experience and a proactive problem-solving mindset.Exceptional attention to detail and analytical skills.Proven ability to collaborate effectively across diverse teams and perspectives.Adaptable and responsive to change, embracing continuous learning and growth.

Why join Mercer?
At Mercer, you’ll be part of a dynamic and inclusive environment where your contributions make a real impact. Join us to collaborate with industry leaders, develop your career, and help shape the future of investment reporting.

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 $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

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. 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.

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.