Investment Analytics & Client Reporting Analyst (Dubai, Hybrid)

Mercer

Abu Dhabi

On-site

AED 180,000 - 260,000

Full time

3 days ago

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Job summary

Mercer in the United Arab Emirates seeks an Investment Consulting Analyst to join our Dubai-based investment consulting team. The successful candidate will support the delivery of investment advice and reporting to institutional clients, helping them understand portfolio performance, market developments, investment manager activity, and other factors affecting their investment strategies.

This role provides an opportunity to develop expertise in investment analysis, performance evaluation,

Qualifications

Bachelor’s degree in finance, economics, mathematics, or a related business discipline.
Strong quantitative, analytical, and problem-solving skills.
One to three years of relevant investment experience, ideally gained within an institutional investment consulting or asset management environment.
Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
Good analytical, financial modelling, project management, and communication skills.
Strong attention to detail and the ability to produce accurate, high-quality client deliverables.
Ability to work collaboratively while managing responsibilities independently.

Responsibilities

Produce performance evaluation reports for assigned clients using proprietary investment consulting as well as Microsoft applications (Excel, Word, PowerPoint etc).
Analyse the performance of individual funds and investment options within client portfolios.
Prepare quarterly market environment presentations covering economic environments, equity and fixed-income market performance, and trends.
Review investment research and manager updates and identify issues affecting client portfolios.
Liaise with investment managers and custodians to obtain client-specific information for reporting and analysis.
Respond to client inquiries relating to quarterly performance reporting and ad hoc investment requests.
Attend and participate in quarterly client meetings.
Over time, present areas of client reviews such as manager updates, market trends, and manager performance.
Support senior consultants and the wider team with analysis, presentations, project management, and other client deliverables.