Graduate Investment Analyst - Delegated Investments Client Team

Marsh McLennan

Applications Closed

Posted 5 days ago

Full Time

Charlotte, North Carolina

Hybrid

Smart Summary

The analyst will support senior investment consultants by managing client queries, preparing performance reports, and coordinating with operational and portfolio management teams. They will also assist in the onboarding of new clients and ensure the delivery of high-quality investment solutions.

We are looking for a recent graduate with a strong academic record (minimum 2.1 degree) in a relevant field such as actuarial science or finance. The ideal candidate will possess strong interpersonal, communication, and organizational skills, along with a proactive and goal-oriented mindset. Strong IT skills (PowerPoint, Excel, Word) and a desire to work towards the CFA qualification are highly desirable.

Must Have Skills for ATS

Investment analysis

Client relationship management

Performance reporting

Strategic asset allocation

Project management

Communication skills

Attention to detail

Organizational skills

PowerPoint

Excel

Word

Financial analysis

Data analysis

Job Description

Company:

Mercer

Description:

An exciting opportunity to join one of Mercer’s largest and most rapidly-growing business areas – delegated investment solutions. As part of our Delegated Solutions International Client Team, the successful candidate will play a key role in supporting Mercer’s investment solutions client base across Ireland, wider Europe and Asia. Mercer is one of the fastest growing investment solutions entities globally, and our client base has grown substantially over recent years with further growth to come.

This role will be based in Dublin. This is a hybrid role that has a requirement of working at least three days a week in the office.

What can you expect:

The role will involve assisting senior investment consultants and liaising with wider operational, portfolio management and consulting colleagues to ensure the delivery of a high-quality client experience. It will facilitate exciting career opportunities within a dynamic and rapidly growing area of Mercer’s business driven by strong demand across new markets.

As part of the International Client Team, the successful candidate will develop an intricate knowledge of Mercer’s investment research and fund solutions by liaising on an ongoing basis with operational, portfolio management and research teams, and help to filter this expertise across Mercer’s teams of field consultants and clients.

We will rely on you to:

  • Develop in-depth knowledge of Mercer’s delegated fund structures and solutions in order to explain and communicate to colleagues and clients.
  • Provide support to senior consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations.
  • Liaise with wider operational, portfolio management and consulting teams across Mercer, including management of projects as they arise.
  • Support and influence the development of Mercer’s overall client-service delivery across the entire Delegated Solutions client base, ensuring a first-class customer experience in a scalable way.
  • Liaise with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines.
  • Manage projects such as on-boarding of new clients, including direct contact with clients
  • Production of bespoke and ad-hoc investment reports.

What you need to have: 

  • Third level qualification with a strong academic track record (minimum 2.1 degree) – would suit actuarial graduate or high-quality finance graduate working towards the CFA qualification or similar.
  • Strong interpersonal and communication skills
  • Attention to detail
  • Energy, proactivity and desire to see things done efficiently
  • Strong organisational skills with the ability to work to strict deadlines.
  • Be capable of working within a team with an ability to build strong working relationships.
  • Be proactive and goal orientated.
  • Strong IT skills (PowerPoint, Excel, Word)

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.
Mercer is a business of Marsh (NYSE: MRSH), 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 about Mercer, visit mercer.com, or follow us on LinkedIn 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, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at reasonableaccommodations@mmc.com to discuss any specific needs.

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.

Marsh McLennan

We help our clients and colleagues grow — and our communities thrive — by protecting and promoting Possibility. We seek better ways to manage risk and define more effective paths to the right outcome. We go beyond risk to rewards for our clients, our company, our colleagues, and the communities in which we serve. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective.

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