Investment Client Analyst

Company:Mercer

Description:

Role Description:
As Investment Client Analyst within Mercer’s Delegated Investment Solutions International Client Team, you will join a high-performing and rapidly growing business area, based in Stockholm. You will support a portfolio of Swedish Investment Solutions clients, helping them implement and monitor their investment strategies while working closely with colleagues in Dublin and London. Mercer’s Investments business is a leading global provider of investment consulting and investment solutions. We support clients at every stage of the investment decision, risk management and monitoring process. Our Delegated Investment Solutions business governs over USD 150 billion in client assets across Europe and Asia, serving a wide range of institutional clients including pension funds, insurance companies, wealth managers and endowments.

Key Responsibilities:

• Deliver investment output and documentation within critical timelines, including the production, review, analysis and issuing of client reports.
• Manage the day-to-day relationship with a selection of Investment Solutions clients, providing proactive advice and information on complex issues such as performance analysis, economic commentary and client presentations.
• Manage a range of investment projects that benefit clients in Sweden, liaising with operational, investment and consulting teams in Dublin and London.
• Support and influence the development of Mercer’s overall client-service delivery across the Swedish client base, ensuring a scalable, first-class client experience.
• Attend client meetings together with Mercer investment specialists to review current investment arrangements, discuss market and industry developments and agree on potential changes to consider or implement.
• Support the relationship with some of Mercer’s largest Swedish Investment Solutions clients, helping to further develop our overall service delivery over the coming years.

What You Need To Have:

• Ideally a couple of years of relevant experience within investments, asset management, consulting or a related area.
• A strong passion for investments and client management.
• High level of dedication and a strong can-do attitude.
• Comfort working proactively and acting as a problem solver.
• Strong communication skills, with the ability to present complex issues in a simple and coherent manner.
• Ability to work effectively in English; Swedish language skills are a strong advantage.

What Makes You Stand Out:

• Experience working with institutional investors such as pension funds, insurance companies, wealth managers or endowments.
• Experience from an international environment and confidence working across borders and time zones.
• Proven ability to build and manage client relationships and collaborate with cross-functional teams (operational, investment, consulting).
• A strong interest in financial markets, investment research and fund solutions, and willingness to continuously deepen this expertise.

What We Offer:

• An exciting opportunity to join one of Mercer’s largest and fastest-growing business areas – Delegated Investment Solutions.
• A key role in supporting and developing Mercer’s Swedish Investment Solutions client base, including both medium-sized and large clients.
• The chance to build deep knowledge of Mercer’s global investment research, portfolio management and fund solutions through close collaboration with teams in Dublin and London.
• A dynamic, international and collaborative team environment with strong opportunities for career development within a rapidly growing part of Mercer’s business.
• A competitive benefits package.

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 creating 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, 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.