Investment Consulting Analyst

Marsh & McLennan Companies; Seaton; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading company in investment consulting seeks a talented Investment Consulting Analyst to join their Wealth team. This hybrid role in Devon focuses on portfolio management and client project support, ideal for candidates with strong analytical skills and relevant qualifications. Join a team committed to professional development and diverse working culture.

Benefits

Professional development opportunities

Inclusive culture with talented colleagues

Career benefits to enhance well-being

Qualifications

• 1-2 years of relevant experience in investment analysis.
• Self-initiative and curiosity in investment services.
• Strong written and verbal skills in English and Cantonese.

Responsibilities

• Assist in client portfolio management analysis, including asset allocation and risk analysis.
• Support full cycle client projects through research and data analysis.
• Prepare marketing materials and assist in business development initiatives.

Skills

Analytical skills

Technical skills

Organization

Attention to detail

Education

Degree in Mathematics

Degree in Finance or Actuarial Sciences

CFA or related qualification

Tools

Excel

Powerpoint

Bloomberg

VBA

Python

Job description

Investment Consulting Analyst page is loaded

Investment Consulting Analyst

Apply remote type Hybrid locations Hong Kong - Devon time type Full time posted on Posted 2 Days Ago job requisition id R_314071

Company:

Mercer

Description:

We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

• Assist in client’s portfolio management analysis, including asset allocation, investment manager selection, fund performance, risk and attribution analysis, leveraging Mercer’s proprietary analytics tools, internal databases and third party resources.
• Support the full cycle client projects through independent research, data analysis applying relevant methodologies, drafting written reports, preparing proposals and attending client meetings.
• Contribute to projects through effective management of tasks, and directly lead some smaller client deliverables.
• Prepare marketing materials and assist in researching complex inquiries. Support business development initiatives and proposals.
• Initiate and lead implementation of ideas that will improve the efficiency, accuracy, controls in relation to assigned work or projects.

What you need to have:

• 1-2 years of relevant experience.
• Good academic track record, preferably in subjects such as Mathematics, Finance (Accounting/ Management/ Behavioural), Actuarial Sciences or Engineering.
• Being CFA or close to completing the charter, or other professional qualification preferred.
• Strong analytical and technical skills. Comfortable with conducting complex comparative analysis with large data sets in an efficient manner.
• Attention to detail, organized and ability to multi-tasks.
• Self-initiative and curiosity in investment services and financial markets, self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
• Proficient with Excel, Powerpoint and Bloomberg. VBA, Python or other programming language a plus.
• Strong written and verbal skills in English and Cantonese. Mandarin would be a plus.

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.

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 creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, 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.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.