We are seeking a talented individual to join our Investments team at Mercer. This role can be based in St. Louis or Boston and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.
As an Investment Analyst and a member of our US Equity Portfolio Management team, you will support the team’s efforts to bring value enhancing solutions to a range of client types. The role will encompass analytical support for the broader equity investment team. As a team member, you will work on projects involving data-driven client insights, tool development and enhancement, understanding the public equity model and rebalancing process, building multi-manager portfolios, analyzing portfolio risk, and monitoring manager performance.
We will count on you to:
Developing relevant client takeaways based on quantitative dataHow to build and enhance existing toolsUnderstanding the public equity model and the quarterly rebalancing processHow multi-manager portfolios are built, including developing an effective portfolio thesis, fund structure and manager selection (buy and sell decision)Portfolio risk decomposition (portfolio structure vs. manager selection)Manager monitoring and performance evaluation, and decompose portfolio riskWhat you need to have:
BA/BS degree in finance, economics, or a related business field with a strong foundation in quantitative and analytical skillsProgress towards the CFA exam2-4 years of investment experience preferably in equity manager selection and/or equity portfolio constructionIntellectual curiosity, tenacity, and willingness to take on new opportunitiesStrong analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environmentStrong writing and communication skillsManaging Relationships: Demonstrated ability in building strong relationships with colleagues across different divisionsPlanning and Organizing: Ability to effectively prioritize workload to support the teamProficient in Excel and working knowledge of the MS Office suiteWhat makes you stand out?
Strong team collaboration skills with a positive, proactive attitudeQuick learner with the ability to absorb new information and take ownership of tasksAdaptable and capable of thriving in a dynamic, high-performing environment while supporting colleaguesWhy 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 an impact on 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. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Marsh McLennan 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 McLennan 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.