Senior Financial Navigating Specialist providing financial guidance to patients managing healthcare obligations. Working for Ensemble, a provider of technology - enabled revenue cycle management solutions at Thedacare Medical Center.
About the role
- Senior Associate managing investment implementation to enhance operational efficiency at Mercer. Collaborating with Portfolio Managers and Investment Operations on diverse asset classes and strategies.
Responsibilities
- Support the Head of Investment Implementation in executing portfolio management decisions, including asset allocation, exposure management, investment manager changes, and asset transitions.
- Coordinate daily portfolio exposure management activities such as asset allocation rebalancing, overlay portfolio monitoring, liquidity forecasting, and currency exposure monitoring.
- Collaborate closely with Investment Operations to maintain an accurate and up-to-date implementation pipeline, ensuring best-practice execution of investment decisions.
- Manage and communicate all implementation activities effectively to internal stakeholders.
- Provide analytical insights to improve implementation efficiency, reduce operational risk, minimise implementation leakage, and shorten time to execution for Mercer Funds.
Requirements
- Degree qualification in finance, economics, mathematics, or a related analytical discipline.
- Postgraduate qualifications such as CFA, CIMA, or a relevant Master’s degree are desirable but not essential.
- 5-7 years of experience in the investment industry, with a strong background in portfolio construction for multi-manager portfolios.
- Solid understanding of portfolio construction approaches including passive, active, factor, core, and high conviction strategies.
- Sound knowledge of investment markets, asset classes, and derivatives.
- Advanced Excel skills; proficiency in VBA and Python is highly desirable.
- Strong analytical skills with the ability to apply good judgement and work collaboratively in a team environment.
- Effective communication skills to confidently engage with investment professionals, senior staff, and internal stakeholders.
- A positive attitude with a willingness to learn and develop.
Benefits
- Flexible working arrangements
- Opportunities for professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Senior Financial Analyst joining McKesson's Strategic Pricing team. Driving financial decisions, managing deals, and supporting business units in a fast - paced environment.
Financial Solutions Advisor at Bank of America, offering customized solutions to clients for achieving their financial goals. Responsibilities include triaging leads and recommending appropriate banking solutions.
Business Development Officer for Huntington managing finance product delivery to customers. Collaborating closely with banking divisions to optimize sales and customer service.
Provides analytical support within Structured Working Capital Finance team at Huntington. Responsible for portfolio management, underwriting, and compliance management.
Huntington's Business Development Officer driving $25mm in annual lending. Collaborating with banking colleagues and overseeing market performance.
Director of Financial Services Advisory at Ankura managing project delivery and client relations. Leading innovative strategies for financial services sectors including banking and fintech.
Financial Planning and Analysis Leader managing financial reporting and guiding executive teams in strategic financial decisions at CertaSite. Supporting budgeting cycles and M&A activities within a fast - growing organization.
Finance Analyst managing GM's commercial and technical budget for chassis and body commodities. Collaborating with purchasing and finance teams to drive cost savings and financial control.
Lead finance transformation initiatives focusing on AI and productivity tools for accounting teams at General Motors. Collaborate with leadership and ensure effective adoption while maintaining control.