Investment Analyst

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Investment Analyst

Strong analytical skills, an informed insight into financial markets and deep understanding of the link between data, client needs and the wider industry – these are just some of the strengths that explain your career success so far. Now it’s time to take the next step. Join Mercer as an Investment Analyst in London and you could put your personal and professional stamp on one of the world’s most influential investment teams.

Working as part of a team supporting consultants in all aspects of Mercer Investments’ work, you will be the main contact (internally and externally) on a number of smaller clients and the lead support on larger ones.  You will also play a key role in the development of less experienced analysts and will be studying or already qualified in actuarial or CFA professional qualification.

Main duties:

  • Provide support to lead consultant acting as a project manager
  • Attend, participate in and present at client meetings
  • Manage client budgets
  • Support consultants with new business pitches in order to increase revenue and breadth of client base
  • Produce reports containing complex investment advice
  • Make recommendations to consultant on appropriate investment strategies and structures for clients, engaging with specialist teams where appropriate
  • Peer review basic reports created by more junior analysts to ensure a high level of accuracy
  • Liaise with Investments’ specialist teams and clients  to ensure that any changes to investment managers are managed effectively 
  • Support analysts with manager selection exercises, checking for inconsistencies and ensuring the client’s needs are being addressed
  • Keep clients informed of major developments within the industry, including governance issues and changes at investment management firms
  • Deal with queries received from clients, investment managers, third parties and other Mercer business lines
  • Participate and contribute actively in manager/specialist  research process. 
  • Demonstrate a good knowledge of a number of fund managers  and demonstrate a good knowledge of investment products


Skills required for this role include:

  • Strong intellect with exceptional examination track record
  • Previous experience within an investment or retirement consulting background would be advantageous
  • Excellent organisational, interpersonal, verbal and written communication skills
  • Studying towards the actuarial or CFA qualification (or recently completed)
  • Strong numerical reasoning, analytical skills and ability to work through tasks in a logical manner
  • High proficiency in Excel and proficiency in other Microsoft Office applications
  • Good technical investment skills
  • Self-motivation and an ability to work independently in a small but high performing team
  • Excellent organisational, interpersonal, verbal and written communication skills
  • Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date
  • Ability to work as part of a team and build strong working relationships with peers, colleagues and other Mercer businesses.
  • Ability to understand the link between data, client needs and its application to the “bigger picture

Job information

Firm: Mercer

Location: London


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