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- Tasks: Support investment strategy and prepare materials for Investment Committee meetings.
- Company: Join Mercer, a global leader in risk and investment consulting.
- Benefits: Professional development, vibrant culture, and well-being rewards.
- Why this job: Make a real impact in the DC pensions space with talented colleagues.
- Qualifications: DC pensions experience and industry-standard qualifications like IMC or CFA.
- Other info: Hybrid role with opportunities for career growth and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a talented individual to join our Mercer Workplace Savings (MWS) team, supporting the now:pensions Director of Investment in all duties relating to the now:pensions master trust. This role can be based in London, Bristol or Edinburgh and is a hybrid role requiring a minimum of 3 days in the office per week.
You will assist the Director of Investment in clearly defining and presenting investment proposition ideas to the Trustee, who is responsible for the Trust's investment strategy. This includes leading the preparation of quarterly and special Investment Committee meetings and Trustee Board investment items, as well as producing online meeting packs in collaboration with the scheme secretary. You will also draft strategic, technical and regulatory governance papers for the Investment Committee. Your role will involve supporting the delivery of investment change programs and managing the development and ongoing delivery of investment and external communications, including content production. Working within the MWS team, you will help integrate Mercer’s broader DC investment solutions (which includes the Mercer Master Trust) and promote efficient working practices. The role may involve involvement across the two master trusts over time.
For this role, you must have DC pensions experience, a strong knowledge of investment products and regulations, and be working toward or have attained industry-standard qualifications such as IMC, FIA/FFA, or CFA. Excellent organisational and stakeholder management skills are essential.
Key responsibilities- Support the Director of Investment in all duties, developing the investment strategy while working closely with the master trust's investment manager and the Trustee's investment adviser.
- Support the Director of Investment in producing materials for the Investment Committee alongside the Scheme Secretary (including setting agendas, managing meeting papers, ensuring accurate minutes and following up on actions) and Trustee Board where necessary.
- Support the Director of Investment in enacting investment actions from Investment Committee meetings where applicable.
- Help develop regulatory and marketing documentation including the implementation statement, TCFD, SIP reports, investment governance documents and fund factsheets.
- Draft, review and contribute to quarterly industry master trust data and information surveys.
- Collaborate with the Marketing team to develop investment-related collateral and content for members, employers and stakeholders.
- Collaborate with the Communications team, drafting and reviewing investment-related communication content for members, including the now:u app and webpages.
- Work closely with the Trustee in all investment matters, supporting the Investment Committee and updating the NPTL Board; coordinate with the Investment Committee Chair to ensure meetings are effective and efficient.
- Work with the wider MWS team on integrating investments over time and finding efficient ways of working.
- Attained or working toward industry-standard investment qualifications (e.g., IMC, FIA/FFA, CFA).
- DC pensions delivery experience essential, with good knowledge of relevant investment products, distribution, and the DC pensions regulatory environment.
- Excellent organisational and stakeholder-management skills.
- A genuine passion for client service and growth.
- Professional development opportunities, interesting work and supportive leaders.
- A vibrant and inclusive culture with talented colleagues and opportunities to create impact for colleagues, clients and communities.
- Career opportunities, benefits and rewards to enhance well-being.
DC Pensions - Investment Analyst employer: CFA Institute
Contact Detail:
CFA Institute Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land DC Pensions - Investment Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions and investment space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Mercer and their investment strategies. Familiarise yourself with their recent projects and think about how your skills can contribute. Show them you’re not just another candidate; you’re genuinely interested in their work!
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in DC pensions and investment products clearly and confidently. Highlight your qualifications like IMC or CFA, and how they make you a perfect fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Mercer team. Let’s get you that interview!
We think you need these skills to ace DC Pensions - Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the DC pensions and investment analyst role. Highlight your relevant experience, especially in DC pensions delivery and investment products, so we can see how you fit right into our team.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're passionate about this role and how your skills align with what we're looking for. Be specific about your experience with investment strategies and stakeholder management to grab our attention!
Showcase Your Qualifications: If you're working towards or have attained qualifications like IMC, FIA/FFA, or CFA, make sure to mention them prominently. We love seeing candidates who are committed to their professional development and understand the regulatory environment.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at CFA Institute
✨Know Your DC Pensions Inside Out
Make sure you brush up on your knowledge of DC pensions and investment products. Understand the regulatory environment and be ready to discuss how these elements impact investment strategies. This will show that you're not just familiar with the basics, but that you can engage in meaningful discussions about the role.
✨Prepare for Stakeholder Management Questions
Given the importance of stakeholder management in this role, think about your past experiences where you've successfully managed relationships. Prepare specific examples that highlight your organisational skills and ability to communicate effectively with various stakeholders, including Trustees and investment managers.
✨Showcase Your Passion for Client Service
Mercer values a genuine passion for client service. Be prepared to share instances where you've gone above and beyond for clients or colleagues. This could be through innovative solutions or simply providing exceptional support—make it personal and relatable!
✨Practice Drafting and Presenting
Since you'll be involved in preparing materials for Investment Committee meetings, practice drafting concise and clear documents. You might even want to simulate presenting these ideas to a friend or mentor. This will help you feel more confident when discussing your approach during the interview.
