Specialist Investments
2 days ago
We will count on you to:
- Take charge of the imminent delivery workflow coming in to IC
- Driving new business initiatives that are combination of research and delivery specs as known at the moment
- Stakeholder management
- Develop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment
- Providing support to onshore 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.
- Liaising with wider operational, portfolio management and consulting teams across Mercer, including management of projects as they arise.
- Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines.
- Be a SPOC for the team for assigned scope. Scale the expertise in the team anticipating the future workflow and growing sophistication of existing projects
- Production of bespoke and ad-hoc investment reports.
- Assisting in the implementation of changes to investment strategy arrangements as decided by our clients
- Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks
- Prepare a Client Audit Request response and a typical Client Valuation Request response
- Prepare valuation reports basis the cash flow information for the clients investment portfolio
- Contribute to other investment consulting support activities as assigned
- Deliver to agreed Service Level Agreement (SLA) and work within the set policies and guidelines
- Where appropriate, propose updates and improvements to current processes
- Contribute to other group projects as assigned
- Contribute and participate in knowledge development initiatives
- Coaching and guidance to the junior and new team members
- Attend queries, concerns, suggestions from stakeholders
What you need to have:
- Prior Experience: 2-4 years of work experience in financial sector
Education/ Qualification: Masters in Applied mathematics or similar field, Finance or MBA. Candidates having MBA/CFA/FRM will be an advantage.
Adept in undertaking and articulating investment research and insights
- Ability to understand and interpret large amounts of fund performance indicators
- Comfortable in using Microsoft Word, Excel and PowerPoint
- Ability to work as part of a team
What makes you stand out:
- Excellent verbal and written communication skills
- Ability to absorb new information quickly
- Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills
- Planning and Organising: Is able to prioritise workload effectively in order to support the team
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