Senior Financial Analyst
4 days ago
This Senior Financial Analyst role involves working closely with investment managers to conduct operational due diligence risk assessments, utilizing Mercer Sentinel's framework to identify potential risks and opportunities.
The ideal candidate will have a strong understanding of investment manager middle and back office operations, including fund administration, portfolio accounting, custody, and regulatory compliance. They will also possess excellent analytical and problem-solving skills, with the ability to work effectively in a fast-paced environment.
Key Responsibilities- Conduct operational due diligence risk assessments of investment managers using Mercer Sentinel's framework
- Analyze investment manager middle and back office operations, including fund administration, portfolio accounting, custody, and regulatory compliance
- Identify potential risks and opportunities, and provide recommendations for improvement
- Liaise with investment managers to collate information, coordinate on-site visits and schedules
- Bachelor's degree in economics, finance or other business-related areas
- Professional qualification (Actuarial, ACA, ACCA, CFA or equivalent)
- 6+ years of experience in operational due diligence investment management, operations, fund management or investment consulting
The salary for this position is $120,000 - $150,000 per year, depending on your level of experience and qualifications. You will also be eligible for a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
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