Investment Analyst / Senior Investment Analyst
We are seeking talented individuals to join our Investments team at Mercer. This role will be based in Sydney or Melbourne. This is a hybrid role that has a requirement of working at least three days a week in the office.
Two roles are available for an Investment Analyst and Senior Investment Analyst. You’ll support the ongoing success of Mercer’s listed equity funds across domestic and global solutions. Working closely with the Head of Equities, Pacific and Mercer’s local and global portfolio management teams, you’ll contribute to manager selection, portfolio construction and fund oversight, helping ensure portfolios align with investor needs and benefit from Mercer’s global investment capabilities.
We will count on you to:
- Support manager selection and portfolio construction activity across Mercer’s listed equity funds to help deliver investment objectives
- Prepare analysis and materials to support recommendations for the Chief Investment Officer, investment committees and other stakeholder groups
- Lead and participate in investment manager meetings as part of due diligence for existing and prospective investment strategies
- Build effective relationships with internal stakeholder groups to support day-to-day fund management and clear communication on performance expectations and outcomes
- Respond to queries and requests relating to the funds from internal and external stakeholders
- Stay informed on industry and market developments and contribute to ongoing research and continuous improvement
What you need to have:
- Relevant undergraduate qualification, with further postgraduate study or professional certification preferred
- Experience in a similar role within a multi-manager environment, superannuation fund, asset consultant or research house
- Knowledge of investment markets and asset classes, with an interest in listed equities solutions
- Analytical capability, including the ability to interpret qualitative and quantitative data, manage multiple priorities and communicate insights clearly
What makes you stand out:
- Experience supporting manager research, due diligence or portfolio construction decisions
- Experience with multi-manager portfolio construction
- Ability to manage complex pieces of work independently and contribute practical solutions
- Written, verbal and presentation skills that support effective engagement with a range of stakeholders
- Curious mindset and sharp critical-thinking skills
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
Skills Required
- Undergraduate qualification in a relevant discipline
- Postgraduate study or professional certification (e.g., CFA)
- Experience in a similar role within a multi-manager environment, superannuation fund, asset consultant or research house
- Knowledge of investment markets and asset classes with interest in listed equities
- Analytical capability including interpreting qualitative and quantitative data, managing priorities and communicating insights clearly
- Experience supporting manager research, due diligence or portfolio construction decisions
- Experience with multi-manager portfolio construction
- Ability to manage complex pieces of work independently and contribute practical solutions
- Strong written, verbal and presentation skills for stakeholder engagement
- Curious mindset and sharp critical-thinking skills
- Right to work in Australia (appropriate work approval required)
- Successful completion of Criminal and Bankruptcy check prior to commencement
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.
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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.
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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.
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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
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.
