Analyst – Investment Performance, Regulatory Reporting

Marsh McLennan

Mercer investment performance analyst supporting superannuation reporting and regulatory data. Maintaining datasets, reconciling performance systems, and assisting attribution and audit activities.

Posted 8/14/2026contractMelbourne • 🇦🇺 AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced proficiency in Microsoft Excel, including Power Query and VBA, alongside strong SQL skills for data extraction and manipulation. Possesses a solid understanding of investment concepts and a proven track record in investment performance reporting and financial data analysis.

Highest-signal resume keywords

Advanced Microsoft ExcelSQL Data ExtractionInvestment Performance ReportingAttention to DetailTertiary Qualification in Finance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Quality ChecksAttribution AnalysisBenchmark Index CalculationsData ManipulationPerformance Measurement System MaintenanceComplex FormulaeRisk MetricsException ManagementData Warehouse DevelopmentRegulatory Submission Data

Soft Skills

Analytical SupportCommunication with Non-Technical StakeholdersProcess Enhancement Identification

Tools & Technologies

Power QueryVBA

Certifications & Qualifications

Criminal & Bankruptcy Check

Industry Keywords

Investment ConceptsAsset ClassesSuperannuation FundFinancial Services FirmFund Operations

Tech Stack

Tools & technologies

SQLVBA

About the role

Key responsibilities & impact

Maintain and reconcile the investment performance measurement system across custodian feeds, unit pricing, and internal records
Perform data quality checks and exception management to identify and resolve source-data discrepancies
Collate and maintain key datasets outside core systems and document definitions, methodologies, and procedures
Support benchmark index and composite calculations
Assist senior performance analysts with attribution analysis against benchmarks
Coordinate with custodian, data vendor, fund accounting, and investment management teams to gather regulatory-submission data
Provide analytical support and explain investment outcomes and regulatory data to non-technical stakeholders
Respond to ad hoc data requests by collating, manipulating, and presenting data from multiple sources
Identify process-enhancement opportunities through automation, improved data sourcing, or risk mitigation
Support internal and external audits with documentation, reconciliations, and explanations
Contribute to projects involving performance-system upgrades, data warehouse development, and regulatory change programs

Requirements

What you’ll need

High attention to detail and a track record of producing accurate, audit-ready outputs under deadline pressure
Advanced proficiency in Microsoft Excel, including Power Query, VBA, and complex formulae
Experience with SQL for data extraction and manipulation
Strong understanding of investment concepts, including asset classes, benchmarks, return attribution, and risk metrics
Tertiary qualification in Finance, Economics, Accounting, Mathematics, Statistics, or a related discipline
Minimum 3–5 years’ experience in investment performance reporting, fund operations, or financial data analysis within a superannuation fund, asset manager, custodian, or financial services firm
Applications considered only from candidates with appropriate approval to work in Australia
Successful applicants must complete a Criminal & Bankruptcy check before commencing employment

Benefits

Comp & perks

Professional development opportunities
Interesting work and supportive leaders
Vibrant and inclusive culture
Range of career opportunities
Benefits and rewards to enhance well-being
Flexible work environment
Hybrid work with flexibility to work remotely
Collaboration, connections and professional development benefits of working together in the office