Senior Investment Analyst

**Senior Investment Analyst**

**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.
- World’s largest OCIO Investment Manager with over NZ$600 Billion under management globally including NZ $14 Billion in New Zealand
- NZ based portfolio management team of 6, working closely with the Australian based portfolio management team of 60 investment professionals.
- _ 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
- Gain exposure to global financial markets
- Work with investment professionals from around the world
- 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**:
Working as a key part of the NZ Investment Management team managing NZ$14 Billion for NZ investors, you will be responsible for Identifying essential market data, collate and preparing information and figures, analysis, and communication with clients or others, as required. The Senior Investment Analyst utilises a wide range of Mercer tools and intellectual capital for this analysis.

**Key** **responsibilities**:

- Portfolio analysis - asset allocation, risk data, manager selection, dynamic asset allocation.
- Client reporting - monthly/ quarterly reports, factsheets, tailored reports for delegated solutions and advice clients.
- Writes market updates and keeps clients and the NZ business informed of major developments.
- Client and Fund operations, including client take-ons, transactions, provision of information to and from managers and custodian, annual reporting packs, sign-offs.
- Management of data and documents - relating to markets, clients, funds and other financial information.
- Deals with ad hoc projects and enquiries in relation to Mercer funds, sales, investment managers, third parties and other Mercer business lines.

**What you need to have**:

- Degree qualification in Commerce, Finance, Mathematics or Statistics.
- CFA Professional qualification, Investment Management Certificate or other finance related post-graduate qualification desirable.
- Awareness and understanding of financial markets
- Superior analytical skills and proficiency in range of IT tools and use of intellectual capital.
- Capacity to prioritise and manage multiple tasks in a demanding work environment with tight deadlines.
- Excellent accuracy, interpersonal and written communication skills.
- Demonstrated initiative by using technical knowledge to improve processes and by sharing ideas with colleagues.

**About us**:
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity or any other characteristic protected by applicable law.