Investment Management Associate

3 weeks ago


Auckland City, New Zealand Mercer Full time

**Investment Management Associate**

**What can you expect?**

We offer the opportunity to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, Martin Lewington, is dedicated to Mercer New Zealand being a “people first” culture. This means that great performers are greatly rewarded. We pride ourselves on providing outstanding career development, learning opportunities, financial rewards and we are committed to making your journey with us FUN.
- _ Prestigious Auckland CBD Location or Wellington CBD _
- _Great Package _
- _Great time to join this global organisation in Growth Phase _

**What is in it for you?**

At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that assist career development such as professional development support, exam and study assistance and global rotation opportunities which will support you to reach your full potential. We also recognise the value of healthy, happy colleagues and promote a culture of inclusion, care and wellbeing, offering benefits such as flexible working and much more
- Leading learning and development programs
- Professional environment where your career path really matters and is supported in our global organisation
- Great team environment with energetic and supportive colleagues
- Genuine work life balance

**We will count on you to**:
The Investment Management Associate role assists with delivering performance for a range of single sector and / or diversified funds. Asset classes include Equities, Fixed Income, and the spectrum of Private Markets.

The role involves formulating proposals on asset allocation, manager selection and portfolio construction across a range of funds, and for overseeing these funds on an ongoing basis. This role will contribute to meeting our client’s needs by delivering excess returns and contributing to overall fund outcomes. In addition, the role will be an active contributor contributing to the SAA & DAA process, including idea generation, portfolio management and peer analysis.

The Investment Management Associate will report to the Chief Investment Officer and work collaboratively with the local and global investment management teams to ensure that portfolio construction is aligned with client needs and leverages the benefits of Mercer’s global scale and expertise.

To be successful, Investment Management Associate will need to work collaboratively across Mercer in the Pacific and globally to deliver the best of Mercer to our clients.

**Key** **responsibilities**:

- ** Manager selection and portfolio construction**: this role will have responsibility for the delivery of alpha for a range of funds. From time to time, new funds may be established to meet specific client needs, or the evolving requirements of the overarching investment strategy. Included in this responsibility is ensuring best-practice integration of sustainable investing principles into the funds.
- ** Pacific and Global Investment team interaction**:collaborate with Mercer teams locally and in other regions teams to formulate Mercer’s best-idea model portfolios
- ** Client and industry-facing representative of Mercer**: in conjunction with the consultants, client service and sales teams and other Wealth colleagues, work with clients to understand their needs, communicate portfolio strategy and performance and support Mercer’s business development initiatives. This includes representing Mercer and the IM team with key external stakeholders as required.
- ** Contributing to broader team goals and activities**: work collaboratively with the broader PM team to work towards a set of common goals, the most important of which is delivering investment outcomes that meet or exceed objectives. From time to time this may mean getting involved in projects or tasks outside of your specific responsibilities in order to support the broader team goals. The role may be required to cross-train and provide backup or coverage on other asset classes when required.
- ** Driving contemporary processes**: ensure continued development of latest investment and risk management processes including risk budgeting, sustainable investing integration, portfolio construction techniques and whole of portfolio approaches.

**What you need to have**:

- Qualifications at a Degree level in an appropriate analytical discipline such as finance, economics or mathematics. A suitable post graduate qualification, such as CFA, CIMA or Masters in a relevant discipline is preferred.
- Experience of Multi-Sector and/or single sector manager selection and/ or portfolio construction.
- In depth understanding of different approaches to portfolio construction, including passive, active, factor, core and high conviction
- Extensive knowledge of investment markets, their underlying drivers, the relationships between different asset types and signs of market dislocations.
- Track record in engaging with


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