Graduate Investment Analyst - Delegated Investments Client Team

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Charlotte, NC, USA
In-Office
Fintech • HR Tech • Insurance • Consulting
The Role
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.

Mercer is a business of Marsh (NYSE: MRSH), 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 about Mercer, visit mercer.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.

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
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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