Investments Analyst

Investments Analyst

Entry level 30000 - 40000 £ / year (est.) Home office (partial)
G

At a Glance

  • Tasks: Support senior consultants in delivering customised investment solutions for clients.
  • Company: Join a global consulting leader passionate about client success.
  • Benefits: Competitive salary, flexible working, and extensive professional development opportunities.
  • Other info: Hybrid work model promoting work-life balance and career growth.
  • Why this job: Gain invaluable experience while working with top professionals in a dynamic team.
  • Qualifications: 2:1 degree or on track, strong analytical and communication skills.

The predicted salary is between 30000 - 40000 £ per year.

Investments Analyst – Delegated Solutions

The UK Wealth business is seeking candidates for the following position based in the Edinburgh or London office:

Join our Delegated Solutions team and support institutional investors to meet their goals more efficiently.

You will work closely with our wider functions including Strategy, Portfolio Management, Risk and Operations to deliver better outcomes and become a trusted advisor to our clients.

You will support senior consultants, helping develop and deliver customised solutions and advice to our clients.

While the role requires strong technical / numerical skills, it also requires strong project management and communication skills to bring together all of the elements of Mercer’s solutions for clients.

It’s a chance to develop your career as part of an innovative team recognised for the breadth and depth of its advice and the consistency of its performance.

Mercer is a global consulting leader in Health, Wealth and Career and we’re proud to be at the forefront of industry change.

As an Investments Analyst, you’ll have an opportunity to be a part of our innovative team, gain a range of experience and skills, and work alongside the best in the industry.

What can you expect?

  • Exposure to a supportive and collaborative working environment.
  • The chance to work with a diverse range of clients in various industries, gaining invaluable experience and skills.
  • The chance to develop your career as part of an innovative team recognised for the breadth and depth of its advice and the consistency of its performance.

What is in it for you?

  • The opportunity to be part of a large global organisation that is incredibly passionate about its work and cares for its clients across the world.
  • Excellent development opportunities, career mobility, and advancement prospects; exposure to working with some of the best professionals in the industry.
  • A focus on developing your analytical, consulting, and softer skills alongside a substantial and flexible study support package allowing you to gain a professional exam qualification.
  • A hybrid working model that promotes work‑life balance, with a collaborative office environment three days a week and remote working for two days.
  • Competitive salary and benefits package including 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program and many more.

We will count on you to

  • Work as part of a team supporting senior consultants, providing advice and discretionary management primarily to defined benefit pension scheme trustees in areas such as investment strategy, performance monitoring, risk management and more.
  • Help to develop and deliver customised solutions and advice to our clients.

What you need to have

  • A minimum of a 2:1 degree or be on track to achieve this.
  • English and Mathematics GCSE (Minimum Grade 4).
  • Right to Work in the UK (we are unable to provide Visa sponsorship for this role).

What makes you stand out?

  • Ability to think critically and problem‑solve a wide variety of issues; analytical skills, both quantitative and qualitative.
  • Ability to communicate effectively and develop strong working relationships; you also show initiative and enjoy working in a dynamic team environment.
  • Natural proactivity and organisational, presentational, and project management skills with good attention to detail; proficient in Excel, Word and Power Point.

Marsh is committed to building the confidence to thrive through the power of perspective.

We aim to attract and retain the best people and embrace diversity of age, background, civil partnership status, disability, ethnic origin, family duties, gender, gender expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs.

We are an equal opportunities employer and are committed to providing reasonable adjustments for any candidate with a disability.

All Marsh colleagues are expected to work remotely at least three days a week and will have an anchor day per week for in‑office collaboration.

#J-18808-Ljbffr

Investments Analyst employer: GB035 Mercer (UK) Limited

Mercer is an exceptional employer that fosters a dynamic and inclusive work culture in the heart of London. With a strong emphasis on employee growth, we offer comprehensive training and development opportunities, ensuring our team members thrive in their careers. Our hybrid work model promotes flexibility while allowing for meaningful collaboration with senior leadership and clients, making Mercer a rewarding place to advance your career in reward consulting.

G

Contact Details:

GB035 Mercer (UK) Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investments Analyst

Get Involved in Finance Communities

Join investment and finance forums like CFA Society local chapters or online platforms like Financial Modeling World Championship. These communities are gold mines for networking, and they often have events where you can meet industry professionals who might lead you to that coveted role!

Leverage University Career Services

If you're still a student or recently graduated, don’t miss out on your university's career services. They often have partnerships with investment firms and can point you towards entry-level openings or internships—sometimes even exclusive to your uni!

Showcase Your Passion for Finance

Start a blog or social media account to discuss market trends or investment strategies. This not only showcases your passion but also makes you more visible to recruiters at firms like GB035 Mercer (UK) Limited. They'll see your commitment and insight, setting you apart from the pack.

Utilise Our Job Board

Check out openings directly on our website and apply through us! Tailor your application to highlight your enthusiasm for asset management. We’re all about helping you land that entry-level role in investment—let's ace this together!

We think you need these skills to ace Investments Analyst

Analytical Skills
Problem-Solving Skills
Communication Skills
Project Management
Attention to Detail
Technical/Numerical Skills
Team Collaboration

Some tips for your application 🫡

Show Off Your Analytical Skills:In the world of investment and asset management, we need to see your ability to crunch numbers and analyse data. Don’t just state your qualifications; showcase projects or coursework where you've applied analytical skills, like financial modelling or statistical analysis. If you’ve worked with tools like Excel, mention it—it's a big plus!

Highlight Relevant Coursework or Projects:If you have an academic background in finance, economics, or a related field, make sure to include specific modules or projects that showcase your knowledge. We love seeing how you’ve applied theory to practice, so talk about any case studies or simulations you've participated in during your studies.

Craft a Motivational Cover Letter:As this is an entry-level position, your cover letter should express your eagerness to learn and contribute. Share your passion for investment strategies and how you keep up with market trends. Let us know why you're excited about joining GB035 Mercer (UK) Limited and what you hope to achieve in this role!

Quantify Your Experience:Even if your experience is limited, anything you can quantify makes a difference—it could be a class project with tangible results or any relevant internships. If you’ve interned or worked on relevant projects, highlight your contributions with numbers. For instance, mention how a particular investment strategy improved a hypothetical portfolio’s performance.

How to prepare for a job interview at GB035 Mercer (UK) Limited

Mastering Financial Concepts

Brush up on key financial terms and concepts relevant to asset management, like portfolio theory and risk management. We want to be prepared for those technical questions that'll test our understanding of how investments work and how to analyse them effectively.

Show Your Analytical Skills

Be ready to demonstrate your analytical capabilities through practical scenarios or case studies. You might be asked to interpret financial data or analyse a given investment strategy, so having examples of your past analysis projects or relevant coursework can really help us stand out.

Highlight Your Enthusiasm for Finance

As an entry-level candidate, showing genuine passion for the finance world is crucial. Let’s share stories about our interest in investments and how we've sought to learn more, whether through courses, reading, or personal investments. This can really resonate with interviewers at GB035 Mercer (UK) Limited.

Prepare for Cultural Fit Questions

In entry-level interviews, cultural fit is often just as important as skills. Expect questions about how you work in teams or handle challenges. We should think about our teamwork experiences and how they align with the values of GB035 Mercer (UK) Limited—let’s come across as not just a candidate, but as a potential colleague.