Specialist Investments

We will count on you to:

• Take charge of the imminent delivery workflow coming in to IC
• Driving new business initiatives that are combination of research and delivery specs as known at the moment
• Stakeholder management
• Develop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment
• Providing support to onshore consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations.
• Liaising with wider operational, portfolio management and consulting teams across Mercer, including management of projects as they arise.
• Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines.
• Be a SPOC for the team for assigned scope. Scale the expertise in the team anticipating the future workflow and growing sophistication of existing projects
• Production of bespoke and ad-hoc investment reports.
• Assisting in the implementation of changes to investment strategy arrangements as decided by our clients
• Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks
• Prepare a Client Audit Request response and a typical Client Valuation Request response
• Prepare valuation reports basis the cash flow information for the clients investment portfolio
• Contribute to other investment consulting support activities as assigned
• Deliver to agreed Service Level Agreement (SLA) and work within the set policies and guidelines
• Where appropriate, propose updates and improvements to current processes
• Contribute to other group projects as assigned
• Contribute and participate in knowledge development initiatives
• Coaching and guidance to the junior and new team members
• Attend queries, concerns, suggestions from stakeholders

What you need to have:

• Prior Experience: 2-4 years of work experience in financial sector
• Education/ Qualification: Masters in Applied mathematics or similar field, Finance or MBA. Candidates having MBA/CFA/FRM will be an advantage.

• Adept in undertaking and articulating investment research and insights
• Ability to understand and interpret large amounts of fund performance indicators
• Comfortable in using Microsoft Word, Excel and PowerPoint
• Ability to work as part of a team

What makes you stand out:

• Excellent verbal and written communication skills
• Ability to absorb new information quickly
• Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills
• Planning and Organising: Is able to prioritise workload effectively in order to support the team