Senior Investment Consulting Analyst

1 week ago


Auckland City, New Zealand Mercer Full time

**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 President, 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_
- _ 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**:
As a Senior Investment Analyst you will work as part of a team supporting Consultants in all aspects of Investments work. In addition to this, you will act as the lead Analyst on larger clients and the main contact (internally and externally) on a number of smaller clients.

**Key** **responsibilities**:

- Produces and checks complex investment performance reports for clients, industry bodies and other Mercer businesses, which are consistently accurate, including commentary that is well written and client specific
- Provides insight into investment performance through analysis of investment markets, portfolio characteristics and investment styles, and assists with the determination of appropriate investment strategies and structures for clients (internal and external), drafting reports and other documentation as required.
- Manage day to day relationships with clients (external and internal), managers and other industry bodies, and keeps clients and other Mercer businesses informed of major developments within the industry, including governance issues and changes within investment management firms.
- Acts as a mentor to Junior Analysts, delegating work as appropriate to utilize and develop skills, knowledge and confidence.
- Assists with the preparation of proposals and presentations to clients, prospects, external parties and other Mercer businesses. Manage client on-boarding process.

**What you need to have**:
**Education**
- Degree qualification in Finance, Mathematics, Business, Economics or other related discipline.
- Studying for CFA professional qualification.

**Experience**
- Awareness and understanding of the main areas of the Investments business, particularly investment markets and products.

**Knowledge & Technical**
- Understands trends and themes, and the link between data and relevant issues.
- Demonstrated analytical skills and attention to detail.
- Able to manage workflow, and pro-actively raises issues with lead consultant.
- Strong interpersonal and written communications skills

**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.


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