Investment Implementation Services Specialist

Investment Implementation Services Specialist

Full-Time 90000 - 110000 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Manage cash flow, prepare reports, and ensure compliance for financial operations.
  • Company: Join Marsh, a global leader in risk and investment services.
  • Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
  • Other info: Dynamic environment with a commitment to diversity and inclusion.
  • Why this job: Make a real impact on financial health while collaborating with diverse teams.
  • Qualifications: Bachelor's degree in Finance or related field and 5 years of relevant experience.

The predicted salary is between 90000 - 110000 $ per year.

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

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 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.

Investment Implementation Services Specialist employer: AU016 Mercer Investments (Australia) Limited

Marsh is an exceptional employer, offering a dynamic work environment in the heart of Melbourne or Sydney. With a strong focus on employee growth and development, you will have access to valuable training opportunities and a collaborative culture that encourages innovation. The hybrid work model promotes a healthy work-life balance, making it an ideal place for professionals seeking meaningful and rewarding careers in investment data analysis.

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Contact Details:

AU016 Mercer Investments (Australia) Limited Recruitment Team

We think you need these skills to ace Investment Implementation Services Specialist

Cash Flow Management
Financial Analysis
Reporting and Compliance
Stakeholder Collaboration
Risk Management
Financial Modelling
Attention to Detail