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.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- 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.
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
At Mercer, we pride ourselves on being an exceptional employer, offering a vibrant and inclusive work culture that fosters professional development and collaboration. With opportunities for growth across our London, Bristol, and Edinburgh offices, we support our employees in achieving their career aspirations while providing a range of benefits to enhance well-being. Join us to make a meaningful impact in the investment sector, working alongside talented colleagues in a hybrid environment that values flexibility and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land DC - Investment Analyst
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Marsh McLennan, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Marsh McLennan.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Marsh McLennan.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Marsh McLennan, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace DC - Investment Analyst
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Marsh McLennan want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Marsh McLennan.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Marsh McLennan will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Marsh McLennan. Numbers speak louder than words!
How to prepare for a job interview at Marsh McLennan
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Marsh McLennan want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withMarsh McLennan.
