Mercer

Finance

InvestmentImplementationServicesTeamLead

$0–0k Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“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.

Finance
Problems you'll solve

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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