At a Glance
- Tasks: Support clients with investment advice and project management in a dynamic team environment.
- Company: Join Marsh, a global leader in risk and investment consulting.
- Benefits: Enjoy hybrid work, professional development, and a vibrant, inclusive culture.
- Other info: Opportunities for career growth and a commitment to diversity and inclusion.
- Why this job: Make a real impact while working with talented colleagues on innovative investment solutions.
- Qualifications: Experience in investment markets and strong analytical skills are essential.
The predicted salary is between 59400 - 72600 £ per year.
- Mercer is seeking a talented individual to join our
- Delegated Investment Solutions Client Team as a
Senior Client Analyst.
This role will be based in
London, Edinburgh or Manchester and is a hybrid position, with a requirement to work in the office a minimum of three days per week.
There are many names for investment solutions around the world, including OCIO, delegated solutions, fiduciary management and implemented consulting, but they all centre on the same thing – supporting institutional investors in an effort to meet their goals more efficiently.
The client team is the face of our Investment Solutions business, engaging directly with investors.
In this role, you will work closely with our wider functions including Strategy, Portfolio Management and Risk and Operations to deliver better outcomes and become a trusted advisor to our clients.
As a Senior Client Analyst, you will support Client Directors and Managers in delivering service excellence, investment advice and managing projects and ongoing workflow.
Topics can vary across performance analysis, strategic asset allocation advice, economic commentaries, document drafting and Power Point presentations.
While the role requires strong technical, numerical and analytical skills, it also requires strong project management and communication skills to bring together all of the elements of Mercer's solutions for clients.
You may also be given the opportunity to support one of our specialist teams in areas such as Responsible Investment, Multi-Asset, Fixed Income, Alternatives or Client Reporting.
We will rely on you to
- Support Client Managers and Consultant Directors with client communications including Power Point meeting decks, strategy changes, asset class manager and structure changes, market updates, monthly client dashboards and other materials.
- Develop a deep understanding of client needs and requirements ensuring excellent client service.
Build relationships with other client team members and other teams across the business.
- Be proactive in managing client and project workstreams to ensure that we are delivering to meet the needs of our clients.
- Maintain and check technical accuracy, reasonableness of own work and that of others.
What you need to have
- Core technical skills, including an understanding of investment markets and asset classes.
- Strong attention to detail and accountability for outcomes, delivering high-quality work consistently.
- Advanced analytical skills and the ability to take on complex analysis.
- Effective listening skills, strong communication and organisational skills, and a client focus to engage with colleagues and clients.
- Ability to work within a team environment, share ideas and present persuasive arguments.
- An eye for process improvements and desire to implement efficiency enhancements using Artificial Intelligence where appropriate.
- Excellent planning and organisational skills; the ability to prioritise and effectively manage a wide variety of ongoing tasks.
What makes you stand out
- Four or more years of investment industry experience.
- Experience working with institutional investors, including pension schemes, insurers, wealth managers, endowments, or foundations.
- Knowledge of investment markets, current market trends as well as investment risks and opportunities.
- Experience using Excel, Power Point, Word or similar software.
- Strong interest in leveraging data and AI technologies within investment processes.
- Progress towards, or completion of, a professional investment qualification such as CFA or equivalent.
- Strong project management and ownership capabilities, with demonstrated ability to lead delivery end-to-end.
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.
- Hybrid
Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.
For more information, visit marsh. com, or follow us on Linked In and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment.
We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
We are an equal opportunities employer.
We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process.
If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh. com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week.
Office-based teams will identify at least one anchor day per week on which their full team will be together in person.
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Senior Investment Consulting Analyst - Delegated Investment Solutions employer: Mercer
Mercer is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for an Executive Compensation Consultant to thrive. With a strong emphasis on employee growth and development, Mercer offers numerous opportunities for professional advancement while working in the vibrant city of London. The hybrid work model not only promotes work-life balance but also allows employees to engage with a diverse range of clients, ensuring a rewarding and meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Consulting Analyst - Delegated Investment Solutions
✨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 Mercer, 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 Mercer.
✨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 Mercer.
✨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 Mercer, 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 Senior Investment Consulting Analyst - Delegated Investment Solutions
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 Mercer 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 Mercer.
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 Mercer 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 Mercer. Numbers speak louder than words!
How to prepare for a job interview at Mercer
✨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 Mercer 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 withMercer.