Support manager selection, portfolio construction and oversight for listed equity funds; prepare analysis and materials for CIO and committees; lead due-diligence meetings; liaise with stakeholders on performance and queries; monitor market developments and contribute to research and continuous improvement.
Company:MercerDescription: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 creating 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, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.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.
Investment Analyst / Senior Investment Analyst
We are seeking talented individuals to join our Investments team at Mercer. This role will be based in Sydney or Melbourne. This is a hybrid role that has a requirement of working at least three days a week in the office.
Two roles are available for an Investment Analyst and Senior Investment Analyst. You’ll support the ongoing success of Mercer’s listed equity funds across domestic and global solutions. Working closely with the Head of Equities, Pacific and Mercer’s local and global portfolio management teams, you’ll contribute to manager selection, portfolio construction and fund oversight, helping ensure portfolios align with investor needs and benefit from Mercer’s global investment capabilities.
We will count on you to:
- Support manager selection and portfolio construction activity across Mercer’s listed equity funds to help deliver investment objectives
- Prepare analysis and materials to support recommendations for the Chief Investment Officer, investment committees and other stakeholder groups
- Lead and participate in investment manager meetings as part of due diligence for existing and prospective investment strategies
- Build effective relationships with internal stakeholder groups to support day-to-day fund management and clear communication on performance expectations and outcomes
- Respond to queries and requests relating to the funds from internal and external stakeholders
- Stay informed on industry and market developments and contribute to ongoing research and continuous improvement
What you need to have:
- Relevant undergraduate qualification, with further postgraduate study or professional certification preferred
- Experience in a similar role within a multi-manager environment, superannuation fund, asset consultant or research house
- Knowledge of investment markets and asset classes, with an interest in listed equities solutions
- Analytical capability, including the ability to interpret qualitative and quantitative data, manage multiple priorities and communicate insights clearly
What makes you stand out:
- Experience supporting manager research, due diligence or portfolio construction decisions
- Experience with multi-manager portfolio construction
- Ability to manage complex pieces of work independently and contribute practical solutions
- Written, verbal and presentation skills that support effective engagement with a range of stakeholders
- Curious mindset and sharp critical-thinking skills
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
Marsh McLennan New York, New York, USA Office
1166 Avenue of the Americas, New York, NY, United States, 10036
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Hoboken, United States
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Jersey City, United States
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Saddle Brook, United States
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