Mercer
Finance
InvestmentImplementationServicesTeamLead
Neural analysis suggests this role is
optimal for Mid candidates.
“Investment Implementation Services Team Lead at Mercer. Skills: Team leadership, Operations oversight, Client support. Supervise day-to-day operations. Lead liaison with Middle Office”
What You'll Achieve.
Meet and exceed company standards for performance and productivity
Industry & Context.
Analytical skills; Problem solving skills; Independent research; Proposing innovative solutions
What They're Looking For.
Must Have
5+ years’ experience in Mutual Fund/Portfolio Manager business, Undergraduate degree in relevant finance, economics or related discipline, Microsoft Office competence, Excel including Macro proficiency
Nice to Have
Previous cash management experience, Charles River Investment Solutions experience, Trade management experience (securities and funds), Quality assurance / User acceptance testing experience
What You'll Do.
Supervise day-to-day operations
Lead liaison with Middle Office
Oversight of daily order management
Oversee daily monitoring
Sign-off on daily cash
Analyze reconciliations
Coordination of client reconciliations
Review sub-advisor invoices
How You'll Work.
Team & Collaboration
Collaborate with other departments; Cross-functional alignment
Communication Scope
Verbal communication skills; Written communication skills; Stakeholder communication skills
Process & Methodology
Project management skills
Full Job Description
## Company: Mercer ## ## Description: **We will count on you to:** * Supervise day-to-day operations to ensure the team meets and exceeds company standards for performance and productivity * Lead day to day liaison with Middle Office outsource provider * Oversight of daily order management/trade execution and all aspects of daily trading including trade communication and reconciliation * Oversee daily monitoring, analysis and oversight of outsource provider’s recording of client custodian cash positions to ensure that they are captured for: * trading * liability calculations and * cash requirements * Sign-off on daily cash and trade packages * Act as the first point of contact for resolving team or client-related issues, ensuring timely and satisfactory resolutions * Analyze reconciliations of client custodian holdings to third party vendor systems * Coordination and oversight of client monthly holding reconciliations * Collaborate with other departments to ensure cross-functional alignment and smooth operations * Review sub-advisor and custodian invoices for payment * Special projects * Provide support to Manager of Trade Operations Team as needed **What you need to have:** * Undergraduate degree in relevant finance, economics or related discipline * 5+ years’ experience in Mutual Fund/Portfolio Manager business with focus on institutional client account support * Outstanding technical, analytical and problem solving skills; Microsoft Office competence with a strong emphasis in Excel including Macro proficiency * Strong organizational skills * Ability to manage multiple priorities and work with minimal supervision * Excellent interpersonal and project management skills with a strong attention to detail * Strong verbal and written stakeholder communication skills * Proven leadership and people development experience * Works effectively in the face of ambiguity by independently researching problems and proposing innovative solutions, effective influencing and negotia
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