At a Glance
- Tasks: Support the Director of Investment in shaping investment strategies and preparing key meeting materials.
- Company: Join Mercer, a global leader in investment solutions with a vibrant culture.
- Benefits: Enjoy professional development, hybrid work flexibility, and a supportive team environment.
- Why this job: Make a real impact on investment strategies while working with talented colleagues.
- Qualifications: Experience in DC pensions and knowledge of investment products are essential.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
The predicted salary is between 28800 - 48000 £ per year.
We are seeking a talented individual to join our Mercer Workplace Savings (MWS) team, working with and supporting the now:pensions Director of Investment in all his duties relating to the now:pensions master trust. This role can be based out of our London, Bristol or Edinburgh offices. This is a hybrid role that has a requirement of working a minimum of 3 days a week in the office.
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. Additionally, you will draft strategic, technical, and regulatory governance papers for the Investment Committee. Your role will also involve supporting the delivery of investment change programs. You will also manage 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), promote efficient working practices, and support alignment of investment strategy over time where appropriate, with the role having potential involvement across the two master trusts over time.
The ideal candidate will have DC pensions experience, 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 organizational and stakeholder management skills are essential.
We will rely on you to:
- Support the Director of Investment in all his duties, specifically developing the investment strategy, whilst working closely with the master trust’s investment manager and the Trustee’s investment adviser.
- Support the Director of Investment in production of 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 key regulatory and marketing documentation including the implementation statement, TCFD, SIP reports, investment governance docs and fund factsheets.
- Draft, review and contribute to quarterly industry master trust data and information surveys.
- Work closely with the Marketing team to develop investment-related collateral and content for members, employers and other stakeholders.
- Work closely 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 matters related to investments including supporting Trustee’s Investment Committee and updating the NPTL Board on all investment matters.
- Work closely with the Investment Committee Chair in particular, ensuring the meetings are effective and efficient.
- Work with the wider MWS team on integrating investments over time where appropriate and finding efficient ways of working.
What you need to have:
- Attained or working toward industry-standard investment qualifications (e.g., IMC, FIA/FFA, CFA).
- DC pensions delivery experience essential along with good knowledge of relevant investment products, distribution, and the DC pensions regulatory environment.
- Excellent organizational and stakeholder-management skills.
What makes you stand out:
- A genuine passion for client service and growth.
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 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.
DC - Investment Analyst employer: Marsh McLennan
Contact Detail:
Marsh McLennan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land DC - Investment Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their investment strategies and be ready to discuss how your skills align with their goals. Show them you're not just another candidate!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to build confidence. Focus on articulating your experience with DC pensions and investment products clearly and concisely.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Mercer and contributing to our mission.
We think you need these skills to ace DC - Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight your DC pensions experience and any relevant qualifications like IMC or CFA. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a great fit. Don’t forget to mention your enthusiasm for client service and growth!
Showcase Your Organisational Skills: Since this role involves a lot of coordination, make sure to highlight your organisational skills in your application. Share examples of how you've managed projects or worked with stakeholders effectively in the past.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Marsh McLennan
✨Know Your Investment Products
Make sure you brush up on your knowledge of investment products and the DC pensions regulatory environment. Be prepared to discuss how these products can align with the investment strategy of the now:pensions master trust.
✨Prepare for Stakeholder Management
Since this role involves working closely with various stakeholders, practice articulating your experience in stakeholder management. Think of examples where you've successfully collaborated with teams or clients to achieve a common goal.
✨Showcase Your Organisational Skills
This position requires excellent organisational skills, especially when preparing materials for meetings. Be ready to share specific instances where your organisational abilities made a difference in your previous roles.
✨Demonstrate Your Passion for Client Service
The ideal candidate should have a genuine passion for client service and growth. Prepare to discuss how you've gone above and beyond for clients in the past and how you plan to bring that same energy to the team.