Investment Client Operations Specialist

Mercer

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Fund operations
Client fee management
Nav and valuation oversight
** Mercer is seeking an Investment Client Operations Specialist to enhance its investment solutions team, focusing on operational design and collection of client fees. The ideal candidate will have extensive experience in financial services, particularly in asset servicing or investment management, and will thrive in a fast-paced environment. **

Job Summary

  • The successful candidate will play a key role in the operational design and collection of Client Fees for Mercer Investment Solutions, one of the fastest growing investment solutions entities globally.
  • Responsibilities include developing in-depth knowledge of fund structures, managing client fee agreements, assisting with invoicing migration, and building an oversight model for support functions.
  • Mercer supports growth through professional development, engaging work, and a vibrant, inclusive culture where collaboration drives innovation and impact.

Matching Summary

Match Score: 75

** Mercer is seeking an Investment Client Operations Specialist to enhance its investment solutions team, focusing on operational design and collection of client fees. The ideal candidate will have extensive experience in financial services, particularly in asset servicing or investment management, and will thrive in a fast-paced environment. **

Skills & Requirements

Must-have

  • Fund Operations
  • Client Fee Management
  • NAV and valuation oversight
  • Risk controls and procedures
  • Process improvement initiatives

Nice-to-have

  • Self-starter with energy
  • Thrive in a fast-paced environment
  • Desire to see things done efficiently
  • Collaborative and inclusive culture

Key Requirements

  • Proven experience in financial services
  • Strong knowledge of Fund Accounting
  • Strong proficiency in Excel
  • In-depth understanding of European fund structures

Work Rights

Not specified

Tailored Resume

Cover Letter