DC Product - Senior Investment Analyst

Marsh & McLennan Companies; Bristol; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A global professional services firm is seeking a Senior Investment Analyst for their DC Product team. This hybrid role requires collaboration with internal stakeholders and external fund managers to enhance retirement outcomes. Ideal candidates will have DC pensions experience, strong knowledge of investment products, and be working towards industry-standard qualifications such as IMC, FIA/FFA, or CFA. A passion for client service and excellent organizational skills are essential. Join a vibrant and inclusive culture and make a significant impact.

Benefits

Professional development opportunities

Supportive leaders

Vibrant and inclusive culture

Qualifications

• Attained or working toward industry-standard investment qualifications.
• DC pensions delivery experience essential with knowledge of relevant investment products.
• Excellent organizational and stakeholder-management skills.

Responsibilities

• Collaborate with fund managers and platform providers.
• Manage delivery of investment materials to stakeholders.
• Attend client meetings as DC Product representative.
• Take ownership of quarterly deliverables and ad hoc queries.

Skills

DC pensions experience

Knowledge of investment products and regulations

Organizational skills

Stakeholder management

Client service

Education

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

Job description

Company: Mercer

We are seeking a talented individual support our delegated DC investment solution, Mercer Workplace Savings. This role can be based out of our London or other Nationwide 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 - Senior Investment Analyst

As a Senior Investment Analyst for our DC Product team, In this pivotal role, you will collaborate with internal stakeholders and third-party providers to meet key investment regulatory, operational, and governance requirements. As an industry leader, Mercer is committed to continually adapt to the evolving market landscape to enhance retirement outcomes for all members using our DC investment solutions and this role offers the potential for the successful candidate to make a significant impact.

You will collaborate with fund managers and platform providers, manage investment materials, and represent the product in client meetings. You will take ownership of quarterly deliverables and handle ad hoc queries.

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:

• Day-to-day collaboration with in-house and external fund managers and third-party platform providers to implement and maintain our investment proposition and support its evolution
• Managing the timely delivery of investment materials to key internal and external stakeholders including quarterly Governance Committee meeting packs
• Attending client meetings as DC Product representative to cover a range of topics, including performance, positioning and future proposition developments
• Taking ownership of quarterly recurring deliverables and ad hoc queries that arise from clients, colleagues and other industry participants

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

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].