Investment Implementation Services Specialist

AU016 Mercer Investments (Australia) Limited; Sydney; Hybrid; AUD 110,000 - 160,000; Full time

Job summary

Marsh is seeking an Investment Implementation Services Specialist in Australia. The role supports Pacific operations from Melbourne or Sydney with a hybrid work model requiring at least three days in the office.

You will manage cash flow, unit pricing, reporting and compliance to ensure accuracy and timeliness across clients in the Pacific region. The ideal candidate holds a finance-related degree with 5+ years in cash flow or treasury, strong regulatory knowledge, and experience with investment

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related discipline.
• At least 5 years’ experience in cash flow management, treasury or similar environment.
• Experience in senior-level review and peer review responsibilities.
• Strong knowledge of financial regulations and compliance across the Pacific region.
• Proficiency with financial systems and investment tools.
• Sound understanding of the superannuation industry and unit pricing concepts.

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 insights to Client Consulting Teams.
• Lead review and peer review processes for cash flow data to support accuracy, integrity and compliance.
• Collaborate with internal teams, external stakeholders and service providers to resolve discrepancies and improve cash management outcomes.
• Monitor internal controls, risk management and compliance related to cash flow and unit pricing activities.
• Support regulatory and compliance reporting, and contribute to month-end, quarter-end and year-end close activities.

Skills

Cash flow management

Senior-level review

Regulatory compliance

Stakeholder collaboration

Unit pricing concepts

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Financial systems

Investment tools

Job description

Investment Implementation Services Specialist

Full time

Hybrid

8d ago , from Marsh & McLennan Companies MMC

Investment Implementation Services Specialist

We are seeking a talented individual to join our Investment Services team at Pacific. 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 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.

We will count on you to:

• 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

What you need to have:

• 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

What makes you stand out:

• Professional qualifications such as CPA, CFA or CTP
• Experience working in a multinational or complex financial services environment
• Exposure to mentoring or supporting junior team members
• Capability in financial modelling, process improvement and stakeholder collaboration

About Marsh:

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. For more information, visit marsh.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.