Investment Consulting - Senior Analyst

Posted 21 Days Ago
Be an Early Applicant
Charlotte, NC
Mid level
Fintech • HR Tech • Insurance • Consulting
The Role
The Senior Analyst will support investment consultants, manage projects, develop client relationships, and deliver high-quality investment reports, focusing on client service delivery.
Summary Generated by Built In

Company:Mercer

Description:

What can you expect

An exciting opportunity to join one of Mercer’s largest and most rapidly-growing business areas – Investment Solutions. As part of our Investment Solutions International Client Team, the successful candidate will play a key role in supporting Mercer’s investment solutions client base across Ireland, wider Europe and Asia. Mercer is one of the fastest growing investment solutions entities globally, and our client base has grown substantially over recent years with further growth to come.

The role will involve assisting senior investment consultants and liaising with wider operational, portfolio management and consulting colleagues to ensure the delivery of a high-quality client experience. It will facilitate exciting career opportunities within a dynamic and rapidly growing area of Mercer’s business driven by strong demand across new markets.

As part of the International Client Team, the successful candidate will develop an intricate knowledge of Mercer’s investment research and fund solutions by liaising on an ongoing basis with operational, portfolio management and research teams, and help to filter this expertise across Mercer’s teams of field consultants and clients.

We will rely on you to:

  • Develop in-depth knowledge of Mercer’s Investment fund structures and solutions in order to explain and communicate to colleagues and clients.
  • Provide support to senior consultants on a variety of topics including client queries in regard to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations.
  • Liaise with wider operational, portfolio management and consulting teams across Mercer, including management of projects as they arise.
  • Support and influence the development of Mercer’s overall client-service delivery across the entire Investment Solutions client base, ensuring a first-class customer experience in a scalable way.
  • Liaise with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines.
  • Manage projects such as on-boarding of new clients, including direct contact with clients.
  • Production of bespoke and ad-hoc investment reports.

What you need to have:

  • Third level qualification with a strong academic track record (minimum 2.1 degree) – would suit actuarial graduate or high-quality finance graduate working towards the CFA qualification or similar.
  • Strong interpersonal and communication skills
  • Attention to detail.
  • Energy, proactivity and desire to see things done efficiently.
  • Strong organisational skills with the ability to work to strict deadlines.
  • Be capable of working within a team with an ability to build strong working relationships.
  • Be proactive and goal orientated.
  • Strong IT skills (PowerPoint, Excel, Word)

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of 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

Excel
PowerPoint
Word
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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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