DC - Investment Analyst

Marsh McLennan; Greater London; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading global consulting firm is seeking a talented DC Product - Investment Analyst to join their MWS team. The role involves supporting the Director of Investment in presenting investment proposals and coordinating the investment strategy for the master trust. Ideal candidates will have experience in DC pensions, knowledge of investment products, and strong organizational skills. This hybrid position offers opportunities for professional growth, collaboration, and a dynamic work culture.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Flexible work environment

Qualifications

• Attained or working toward industry-standard investment qualifications.
• Strong knowledge of DC pensions delivery and regulatory environment.
• Excellent organizational and stakeholder-management skills.

Responsibilities

• Support the Director of Investment in developing the investment strategy.
• Assist in producing materials for the Investment Committee.
• Help develop key regulatory and marketing documentation.
• Draft and review quarterly master trust data and industry surveys.
• Collaborate with Marketing and Communications teams on investment content.
• Support Trustee-related investment matters.

Skills

DC pensions experience

Knowledge of investment products

Stakeholder management

Organizational skills

Education

IMC, FIA/FFA, or CFA

Job description

We are seeking a talented individual to join our Mercer Workplace Savings (MWS) team, working with and supporting the now:pensions Director of Investment in all his duties relating to the now:pensions master trust. This role can be based out of our London, Bristol or Edinburgh offices. This is a hybrid role that has a requirement of working a minimum of 3 days a week in the office.

The role: DC Product - Investment Analyst

You will assist the Director of Investment in clearly defining and presenting investment proposition ideas to the Trustee, who is responsible for the Trust’s investment strategy. This includes leading the preparation of quarterly and special Investment Committee meetings and Trustee Board investment items, as well as producing online meeting packs in collaboration with the scheme secretary. Additionally, you will draft strategic, technical, and regulatory governance papers for the Investment Committee.

Your role will also involve supporting the delivery of investment change programs. You will also manage the development and ongoing delivery of investment and external communications, including content production. Working within the MWS team, you will help integrate Mercer’s broader DC investment solutions (which includes the Mercer Master Trust), promote efficient working practices, and support alignment of investment strategy over time where appropriate, with the role having potential involvement across the two master trusts over time.

The ideal candidate will have DC pensions experience, strong knowledge of investment products and regulations, and be working toward or have attained industry-standard qualifications such as IMC, FIA/FFA, or CFA. Excellent organizational and stakeholder management skills are essential.

We will rely on you to:

• Support the Director of Investment in all his duties, specifically developing the investment strategy, whilst working closely with the master trust’s investment manager and the Trustee’s investment adviser.
• Support the Director of Investment in production of materials for the Investment Committee alongside the Scheme Secretary (including setting agendas, managing meeting papers, ensuring accurate minutes and following up on actions) and Trustee Board where necessary.
• Support the Director of Investment in enacting investment actions from Investment Committee meetings where applicable.
• Help develop key regulatory and marketing documentation including the implementation statement, TCFD, SIP reports, investment governance docs and fund factsheets.
• Draft, review and contribute to quarterly industry master trust data and information surveys.
• Work closely with the Marketing team to develop investment-related collateral and content for members, employers and other stakeholders.
• Work closely with the Communications team, drafting and reviewing investment related communication content for members, including the now:u app and webpages.
• Work closely with the Trustee in all matters related to investments including supporting Trustee’s Investment Committee and updating the NPTL Board on all investment matters. You will need to work closely with the Investment Committee Chair in particular, ensuring the meetings are effective and efficient.
• Working with the wider MWS team on integrating investments over time where appropriate and finding efficient ways of working.

What you need to have:

• Attained or working toward industry-standard investment qualifications (e.g., IMC, FIA/FFA, CFA).
• DC pensions delivery experience essential along with good knowledge of relevant investment products, distribution, and the DC pensions regulatory environment.
• Excellent organizational and stakeholder-management skills.

What makes you stand out:

• A genuine passion for client service and growth.

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.

#hybrid

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, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [e-mail].

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.