Company:Description:
The Role:
Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Operational Consulting Group, Manager Research, Responsible Investment and Fiduciary Management, thereby ensuring we offer a full range of services to our clients. We have been dedicated to meeting the needs of clients for more than 40 years.
Mercer is looking for a talented and ambitious investment analyst who is keen to develop their career with a foundation in both client consulting and investment strategy. This is an opportunity to join a great multi-disciplined team providing clients with leading edge investment consulting solutions in one of the world’s largest growth markets. We are looking for individuals with excellent communication skills, business acumen and a client focus, alongside the core technical skills including complex asset-liability modelling.
Responsibilities:
You will be responsible for working in a team environment closely alongside senior consultants and analysts in providing ongoing investment advice to a wide range of institutional clients (e.g. pension funds, sovereign wealth funds, endowments, foundations, family offices, etc.) via regular meetings, conference calls and in writing. This includes:
- Assisting senior consultants in the preparation and delivery of both day-to-day, and strategic investment advice
- Supporting consultants in the design and analysis of investment strategies tailored to our clients’ circumstances
- Providing operational support to ensure a seamless sales process, including maintaining client relationships, responding to RFPs, and assisting with the onboarding process by guiding clients through required forms and contracting.
- Developing and reviewing complex strategic asset allocations
- Asset-liability modelling
- Portfolio structuring across asset classes (public and private)
- Manager research and selection across all asset classes
- Developing investment governance documentation such as investment policy statements
- Ongoing portfolio performance and manager monitoring
- Liaise regularly with members of Mercer’s specialist teams including manager research, portfolio management, and operational consulting in order to develop a deep understanding of Mercer’s full investment solutions
- Analyze different investment markets, managers' investment styles and portfolio characteristics and evaluate their impact on client portfolios
- Produce accurate and detailed client reports through analysis of client-specific investment data
Knowledge/experience:
- A bachelor's degree in engineering, math, actuarial science, finance, investment, economics, accounting, and business administration. Other areas with strong quantitative and analytical course content will be considered.
- Desire to pursue an Actuarial qualification, CFA charter, or/and CAIA charter. Candidate will be expected to pursue and pass related Capital Market Authority qualifications. .
- Self-motivation, with ability to work well in a highly collaborative team environment
- Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, with strong analytical, project management, and communication skills
- High-level attention to detail and an understanding of its application to the bigger picture
- Eagerness to learn and keep up to date with the investment industry and market conditions
- Adaptability and decisiveness
- Proficient technical skills; proficiency in Microsoft Excel, Word and PowerPoint
- Proficient analytical and modelling skills
- Time management skills
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, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, skin color, or any other characteristic protected by applicable law.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.
