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Marsh McLennan

Investment Product Control Senior Specialist

Reposted 3 Days Ago
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In-Office
Charlotte, NC
Senior level
In-Office
Charlotte, NC
Senior level
As a Product Control Senior Specialist, you will oversee fund operations, client relations, valuation processes, and manage service quality while collaborating with internal and external stakeholders.
The summary above was generated by AI
Company:Mercer

Description:

What can you expect:

We are seeking a talented individual to join our Product Control team at Mercer Global Investment Europe and this role will be based in Dublin.

This is an exciting opportunity for a senior candidate to join one of Mercer’s largest and most rapidly-growing business areas – investment solutions. Mercer is one of the fastest growing investment solutions entities globally, with a rapidly expanding client base and continued strong growth anticipated. Our fund range was launched in Europe in September 2006 and currently consists of c.140 Irish domiciled funds across 5 legal structures. In addition to the ability to provide bespoke solutions to large, sophisticated clients these funds provide building blocks to support Mercer’s wider range of investment and risk management solutions targeting the institutional marketplace. 

The Operations Unit is responsible for the on-boarding of new clients into the funds, launching new funds, client and fund rebalancing, management of underlying investment manager changes, NAV and valuation oversight, fund expenses, regulatory & tax oversight, management of third party service providers, operational infrastructure changes, development and maintenance of relationships with both internal and external clients and adherence to strict risk controls.

We are seeking a highly motivated and knowledgeable Product Control Senior Specialist to join our growing team within the Operations Unit at Mercer. As a Product Control Senior Specialist, you will play a crucial role in overseeing the operations and valuation of the Mercer portfolio range, managing key service providers, and ensuring compliance with investment managers. This is a highly visible senior role requiring collaboration with a broad set of stakeholders internally and externally, including investment and commercial teams, Legal, Compliance, Portfolio Managers and operational teams.

We will count on you to:

  • Oversee service quality, performance management, and issue resolution, driving streamlined processes that enhance client satisfaction.
  • Understand client needs and identify opportunities for service improvements or additional offerings.
  • Manage incoming client communications proactively, ensuring timely and effective responses.
  • Lead day-to-day client query management, maintaining strong relationships and clear communication.
  • Monitor communications with Fund Administrators and Custodians, escalating issues promptly to ensure swift resolution.
  • Supervise sub-investment managers and service providers, including monitoring service reports and Key Performance Indicators (KPIs).
  • Ensure compliance with Service Level Agreements (SLAs), prioritising client requirements.
  • Conduct monthly service reviews with Fund Administrators and Custodians, and perform on-site due diligence as needed, maintaining a client-centric approach.
  • Oversee fund and valuation processes, ensuring accuracy, compliance, and timely delivery for key clients.
  • Support fund restructures, launches, transitions, and wind-downs to ensure smooth execution.
  • Build and maintain strong internal and external relationships to support client satisfaction and retention.
  • Contribute to local and global projects as required.

What you need to have:

  • Proven experience in financial services, particularly asset servicing or investment management, with strong knowledge of Fund Operations including Fund Accounting, Middle Office, and Transfer Agency.
  • In-depth understanding of European fund structures (UCITS, AIFs) and asset classes (securities, loans, derivatives).
  • Demonstrated success in a client-facing role managing institutional clients.
  • Ability to lead strategic client engagements, resolve complex queries, and drive service excellence.
  • Strong analytical skills, attention to detail, and ability to manage multiple priorities.
  • Excellent communication and stakeholder management skills.
  • Adaptability to new systems and technologies.
  • Leadership or supervisory experience is preferred.

What makes you stand out:

  • Proactive, disciplined, and professional approach.
  • Strong organisational skills with the ability to manage complex projects.
  • Analytical mindset focused on risk mitigation and operational excellence.
  • Resilience and ability to thrive in a fast-paced, evolving environment.

Why join our team

  • We support your growth through professional development, engaging work, and supportive leadership.
  • We promote a vibrant, inclusive culture where collaboration drives innovation and impact for colleagues, clients, and communities.
  • Our global scale offers diverse career opportunities.

#MercerIS

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing 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, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [email protected] to discuss any specific needs.

Marsh McLennan 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 McLennan 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.

Top Skills

Asset Servicing
Fund Accounting
Investment Management

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