Graduate Investment Analyst - Delegated Investments Client Team

Posted 26 Days Ago
Be an Early Applicant
Frame, TX, USA
In-Office
Entry level
Professional Services • Consulting
The Role
Supports senior investment consultants and delegated investment clients across Europe and Asia. Responsibilities include performance analysis, strategic asset allocation support, economic commentary, client and investment reporting, document and presentation preparation, client onboarding, project management, and coordination with operational, portfolio management, research, and performance reporting teams.
Summary Generated by Built In
Company:Mercer

Description:

An exciting opportunity to join one of Mercer’s largest and most rapidly-growing business areas – delegated investment solutions. As part of our Delegated 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.
This role will be based in Dublin. This is a hybrid role that has a requirement of working at least three days a week in the office.
What can you expect:
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 delegated 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 regards 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 Delegated 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 work 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, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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 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 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.

Skills Required

  • Third-level degree with a strong academic record, minimum 2.1 or equivalent
  • Actuarial or finance graduate background
  • Working toward the CFA qualification or similar
  • Strong interpersonal and communication skills
  • Strong attention to detail
  • Proactive, energetic, and goal-oriented approach
  • Strong organizational skills and ability to meet strict deadlines
  • Ability to work collaboratively and build strong working relationships
  • Strong IT skills, including Excel, PowerPoint, and Word
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The Company
HQ: New York, New York
9,026 Employees

What We Do

Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC].

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