Investment Consulting Analyst

Posted 8 Hours Ago
Be an Early Applicant
Keystone, FL
Junior
Fintech • HR Tech • Insurance • Consulting
The Role
As an Investment Consulting Analyst, you will assist in creating investment materials for clients, perform investment analysis, conduct asset allocation studies, and communicate with various investment professionals. Strong analytical skills and a background in finance or related fields are required, while supporting investment consultants in client servicing.
Summary Generated by Built In

Company:Mercer

Description:

Do you already have up to 3 years of experience in banking or investment and are looking for an exciting new opportunity?

Are you set to graduate soon or have recently graduated?  If so, Mercer has the perfect role for you!

We are seeking passionate and driven individuals to join our Investment Consulting team in Amman, Jordan.

We will count on you to:

  • Assist in the preparation of investment-related materials for Mercer clients, including investment analysis, commentary, performance reviews, and advice, all delivered to a high standard within tight deadlines.
  • Play a key role in asset allocation studies, portfolio construction reviews, and other investment-related projects.
  • Utilize Mercer’s proprietary tools to analyze asset classes and investment strategies and managers, while evaluating the results of this analysis.
  • Communicate with investment managers, record keepers, and custodians to gather or clarify client-specific data.
  • Support investment consultants in servicing existing clients and prospects.

What you need to have:

  • Minimum bachelor’s preferably Master degree in mathematics, Statistics, Economics, Finance, or a related field.
  • Recent graduation (or about to graduate) or 1-3 years of experience in banking or investment.
  • Strong analytical skills, both quantitative and qualitative, with working knowledge of Excel and PowerPoint.
  • Excellent verbal and written communication skills in English.
  • Intellectual curiosity and a willingness to develop new skills.

What makes you stand out:

  • Flexibility, adaptability, and the ability to thrive under tight deadlines and changing client needs.
  • Keen attention to detail.
  • Interest in pursuing a professional qualification such as the Actuarial designation or CFA.

What’s in it for you?

  • A full-time position in a globally recognized firm offering exceptional career growth opportunities.
  • Access to a mentor and resources to support your professional development.
  • Formal training programs to enhance your skills and capabilities.
  • A collaborative, inclusive, and dynamic work environment.
  • Opportunities to work on impactful projects and develop meaningful client relationships.

Join us at Mercer and contribute to our growing success while building a brighter future for yourself and our clients!

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.

Top Skills

Excel
PowerPoint
The Company
HQ: New York, NY
78,000 Employees
On-site Workplace
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries.

Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity.

Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics.

Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people.

Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society.

Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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