Director Investment Operations

Mercer

We are seeking a talented individual to join our Wealth team at Mercer, a Marsh. This role will be based in New York. This is a hybrid role that has a requirement of working at least three days a week in the office.

This role will lead US investment operations for Mercer’s Direct Investment Unit (DIU). The DIU is an investment management team that provides multi-asset solutions to cleints. This role will lead an internal team, oversee external vendors and collaborate with our international DIU colleagues.

• Deliver middle and back-office functions and minimize operational risk.
• Support the launching of new client mandates and trading instruments, aligned with the business’ ongoing needs.
• Oversee the key outsourced service provider, Arcesium as well as an internal team.
• Support the post-trade workflows ensuring trades are booked accurately downstream.
• Represent US DIU investment operations on internal project and governance initiatives
• Manage custodians, pooled fund providers, other strategic outsourced relationships

• At least 10 years’ experience working in asset management, culminating in a senior operations role.
• Proven success in leading a complex investment operations organization with strong client delivery, developing a strong control environment and leading through periods of meaningful change.
• Deep experience in operational workflows with derivatives (OTC and exchange traded), funds and cash securities.
• History of managing teams and leading the operational interaction with other teams.
• A record of implementing changes of new systems, infrastructure, personnel etc.
• Familiarity with regulatory frameworks and operational reporting requirements.
• Ability to lead the development of pragmatic solutions to operational challenges
• Skill to apply technology for standardization and operational efficiency

• Previous use of Charles River and experience with its implementation
• Advanced education (e.g. MBA) or industry relevant certifications (e.g. CFA)
• A broad awareness of the technological underpinnings of operational systems

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.