Senior Analyst – Investment Implementation

Company:Mercer

Description:

Senior Analyst – Investment Implementation

The Senior Analyst – Investment Implementation is a vital member of Mercer’s Global Business Solutions team, providing comprehensive data and analytical support to enhance the efficiency and effectiveness of investment implementation activities. This is a 12-month fixed term contract role. Reporting to the Head of Investment Analytics and Implementation, you will work closely with Portfolio Managers across multiple asset classes, including fixed income, equities, and alternatives, as well as with Investment Operations and other key stakeholders. This role offers the opportunity to contribute to the design and delivery of a best-in-class investment management platform that supports Mercer’s clients and drives operational excellence.

We will count on you to:

• Support the Head of Investment Implementation in executing portfolio management decisions, including asset allocation, exposure management, investment manager changes, and asset transitions.
• Coordinate daily portfolio exposure management activities such as asset allocation rebalancing, overlay portfolio monitoring, liquidity forecasting, and currency exposure monitoring.
• Collaborate closely with Investment Operations to maintain an accurate and up-to-date implementation pipeline, ensuring best-practice execution of investment decisions.
• Manage and communicate all implementation activities effectively to internal stakeholders.
• Provide analytical insights to improve implementation efficiency, reduce operational risk, minimise implementation leakage, and shorten time to execution for Mercer Funds.

What you need to have:

• Degree qualification in finance, economics, mathematics, or a related analytical discipline. Postgraduate qualifications such as CFA, CIMA, or a relevant Master’s degree are desirable but not essential.
• 5-7 years of experience in the investment industry, with a strong background in portfolio construction for multi-manager portfolios.
• Solid understanding of portfolio construction approaches including passive, active, factor, core, and high conviction strategies.
• Sound knowledge of investment markets, asset classes, and derivatives.
• Advanced Excel skills; proficiency in VBA and Python is highly desirable.
• Strong analytical skills with the ability to apply good judgement and work collaboratively in a team environment.
• Effective communication skills to confidently engage with investment professionals, senior staff, and internal stakeholders.
• A positive attitude with a willingness to learn and develop.

What makes you stand out:

• Demonstrated ability to work collaboratively across teams and with diverse stakeholders.
• Goal-oriented mindset with a focus on delivering high-quality outcomes.
• Experience in managing exposure and liquidity forecasting within investment portfolios.
• Commitment to continuous professional development and staying current with industry best practices.

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.