Analyst – Investment Performance and Regulatory Reporting

Marsh McLennan; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Job summary

Mercer seeks an Analyst – Investment Performance and Regulatory Reporting to join in Melbourne or Sydney on a 12-month fixed-term contract. The role sits in the Investment Performance and Regulatory Reporting team and focuses on collating and maintaining key performance datasets to underpin timely investment reports.

You will work with senior analysts and a data automation specialist, using advanced Excel (Power Query, VBA) and SQL to ensure data accuracy, support benchmarking, attribution and

Qualifications

• High attention to detail with audit-ready outputs under deadline pressure.
• Advanced proficiency in Excel (Power Query, VBA) and SQL for data extraction.
• Strong understanding of asset classes, benchmarks, attribution and risk metrics.
• Tertiary qualification in Finance, Economics, Accounting, Mathematics, Statistics, or related.
• 3–5 years’ experience in investment performance reporting, fund operations, or financial data analysis.

Responsibilities

• Maintain and reconcile the investment performance system; ensure data integrity.
• Run data quality checks and resolve discrepancies.
• Collate datasets and document data definitions and methods.
• Support benchmark indices and composite calculations.
• Assist attribution analysis to decompose performance.
• Coordinate with custodians, vendors and fund accounting for submissions.
• Explain investment outcomes to non-technical stakeholders.
• Handle ad hoc data requests and present insights.
• Identify automation opportunities to improve data sourcing.
• Support audits with documentation and reconciliations.
• Contribute to projects on system upgrades and data warehousing.

Skills

Asset classes

Benchmarking

Attribution

Risk metrics

Advanced Excel (Power Query, VBA)

SQL for data extraction

Power Query

VBA

Investment performance systems

Education

Tertiary qualification in Finance, Economics, Accounting, Mathematics or Statistics

Tools

Investment performance systems

SQL databases

Job description

Company:

Description:

We are seeking a talented individual to join our Investment Performance and Regulatory Reporting team at Mercer. This role will be based in Melbourne OR Sydney. This is a hybrid role that has a requirement of working at least three days a week in the office. This opportunity is offered on a 12-month fixed-term contract.

The Analyst – Investment Performance and Regulatory Reporting is responsible for collating and maintaining key performance-based datasets, supporting the team to produce accurate and timely investment reports. This role sits at the intersection of investment performance and regulatory compliance, providing critical data insights to internal stakeholders and ensuring the organisation meets regulatory obligations.

This is an excellent opportunity for an analytically driven professional to deepen their expertise working across a diversified portfolio within a multi-manager, multi-asset superannuation trust structure. The successful candidate will work closely with senior performance analysts and data automation specialist, and develop a genuine understanding of how institutional capital is deployed, monitored and reported at scale. Advanced proficiency in Microsoft Excel is a must, familiarity with investment performance systems is a plus.

We will count on you to:

• 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.

What you need to have:

• 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.
• Tertiary qualification in Finance, Economics, Accounting, Mathematics, Statistics, or a related discipline.
• 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.

What makes you stand out:

• Experience with investment performance systems.
• Progress towards relevant qualifications such as CFA or CIPM.
• Experience driving process improvements through automation, data sourcing enhancements, or risk mitigation.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

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. 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.