Investment Analyst

Marsh & McLennan Companies; City of Edinburgh; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A global leader in risk and consulting is seeking a DC Pensions - Investment Analyst to join their team. This hybrid role requires a minimum of 3 office days per week and involves assisting with investment strategies and communications for pension trusts. Candidates should have DC pensions experience and relevant investment qualifications such as IMC or CFA, along with strong organizational and stakeholder management skills. Join a supportive environment that promotes professional growth and inclusivity.

Benefits

Professional development opportunities

Supportive leadership

Inclusive culture

Qualifications

• Experience in DC pensions is essential for the role.
• Strong knowledge of investment products and their regulatory environment is required.
• Excellent organizational skills are crucial for managing multiple stakeholders.

Responsibilities

• Assist in defining and presenting investment propositions to the Trustee.
• Lead the preparation of Investment Committee meetings.
• Draft strategic papers for governance and manage external communications.

Skills

DC pensions delivery experience

Knowledge of investment products

Stakeholder management skills

Organizational skills

Education

Industry-standard investment qualifications (e.g., IMC, FIA/FFA, CFA)

Job description

Overview

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 Pensions - 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.

For this role, you must have DC pensions experience, a 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.

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 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 $24 billion and more than 90,000 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 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 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.