DC Product - Senior Investment Analyst

GB035 Mercer (UK) Limited; Liverpool; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A leading investment solutions firm is seeking a Senior Investment Analyst to support their DC investment solutions team. This hybrid role requires collaboration with fund managers and managing investment materials while conducting client meetings. The ideal candidate should have strong DC pensions experience and knowledge of investment products. Interested applicants are encouraged to apply for this impactful position in Liverpool.

Benefits

Professional development opportunities

Inclusive work culture

Various career opportunities

Qualifications

• Experience in DC pensions delivery is essential.
• Strong knowledge of relevant investment products and regulations.
• Excellent organizational and stakeholder management skills.

Responsibilities

• Collaborate with fund managers and platform providers.
• Manage investment materials delivery to stakeholders.
• Represent the product in client meetings.
• Handle quarterly deliverables and ad hoc client queries.

Skills

DC pensions experience

Knowledge of investment products

Organizational skills

Stakeholder management

Education

IMC

FIA / FFA

CFA

Job description

Description :

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

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 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.