Description: We are seeking a talented individual to join our Investment Management team at Mercer.
This role will be based in either our Auckland or Wellington office.
This is a hybrid role that has a requirement of working at least three days a week in the office.As an Investment Management Analyst, you will play a crucial role in managing NZ$16.5 billion for New Zealand investors, working closely with a dedicated team of investment professionals in New Zealand, Australia and Globally.
You will assist in identifying essential market data, collate and preparing information and figures, analysis, and communication with clients or others, as required.We will count on you to:Conduct portfolio analysis, including asset allocation, risk data, manager selection, and dynamic asset allocation.Prepare and deliver client reporting, including monthly/quarterly reports, factsheets, and tailored reports for delegated solutions and advice clients.Write market updates and keep clients and the NZ business informed of major developments.Manage client and fund operations, including client take-ons, transactions, and the provision of information to and from managers and custodians.Oversee the management of data and documents related to markets, clients, funds, and other financial information.Handle ad hoc projects and enquiries related to Mercer funds, sales, investment managers, third parties, and other Mercer business lines.What you need to have:Degree qualification in Commerce, Finance, Mathematics, or Statistics.CFA Professional qualification, Investment Management Certificate, or other finance-related post-graduate qualification desirable.Awareness and understanding of financial markets and a strong interest in Investing.Superior analytical skills and proficiency in a range of IT tools and use of intellectual capital.Capacity to prioritise and manage multiple tasks in a demanding work environment with tight deadlines.Excellent accuracy, interpersonal, and written communication skills.What makes you stand out:Demonstrated initiative by using technical knowledge to improve processes and by sharing ideas with colleagues.Experience working in a global financial services environment.Strong understanding of investment strategies and portfolio management.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 an 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.About Mercer: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 $23 billion and more than 85,000 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.