Investment Strategist (Delegated Solutions)

International Catalyst Services, LLC; London; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

Join a leading company as an Investment Strategist in London, where you'll create and implement customized investment strategies for diverse clients. This hybrid role offers the chance to expand your skills while collaborating with seasoned professionals. Candidates with a strong investment background or those already in Fiduciary Management are encouraged to apply.

Benefits

Professional development opportunities

Inclusive work culture

Flexible work arrangements

Qualifications

• Proven investment industry experience in consulting or actuarial roles.
• Interest in investment strategy and institutional investment landscape.
• Strong interpersonal and communication skills.

Responsibilities

• Design and implement investment strategies tailored to clients.
• Attend client meetings to deliver investment strategy reviews.
• Collaborate with teams to support investment strategy growth.

Skills

Investment Consulting

Communication

Teamwork

Strategic Thinking

Education

Almost/Fully Qualified CFA

Actuarial Qualification

Job description

Investment Strategist (Delegated Solutions)

Mercer has a great opportunity for someone who has experience working with DB pension scheme clients in an investment consulting capacity or with a retirement actuarial background and is looking to move into Fiduciary Management or focus on investment strategy. Equally, the role may appeal to candidates who already work in Fiduciary Management or candidates without DB experience but a strong investment background. The successful candidate will be responsible for designing and implementing investment strategies tailored to each client using Mercer’s best ideas. The role presents the right candidate with an opportunity to develop their investment knowledge and skills by working with a book of clients and helping to develop the delegated investment strategy solutions.

This role will be based in our London office and 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:

• Work closely with analysts, senior strategists and lead consultants to design and implement investment strategies which incorporate Mercer’s best thinking
• Consider how the investment strategy may evolve to reflect the changing dynamics of a pension scheme, e.g. suitability of cashflow driven investment strategies, end game planning
• Attend client meetings to deliver annual investment strategy reviews
• Use of trading software to instruct trades to rebalance and re-structure portfolios
• Collaborate on projects to support the successful growth of the Strategy and Fiduciary business, e.g. development of the strategy solutions, integrating new software and maintaining internals tools and procedures
• Liaise with Portfolio Management, Consulting and Operational teams to implement high quality strategies with efficiency, e.g. contribute towards implementing Dynamic Asset Allocation tilts for clients
• Support the client team by providing technical insight into a client’s strategy and reviewing aspects of quarterly Strategy reports
• Contribute towards delivering growth in the Fiduciary segment through supporting pitches and ensuring Mercer stays ahead of the competition in the Fiduciary market
• Contribute to supporting the team on cases outside of DB pensions as we expand into new segments such as Endowments & Foundations, Insurance, Wealth Management and DC.

What you need to have:

• Proven investment industry experience (ideally in an investment consulting or actuarial role) with the motivation to learn and succeed in a strategy orientated role
• Almost/Fully Qualified CFA or Actuary
• Interest in the institutional investment landscape and strategy setting process
• Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation

What makes you stand out:

• Experience with DB pensions investments is preferred but experience in other segments will be considered
• Ability to manage multiple projects, stakeholders, and deliverables simultaneously
• Excellent work ethic along with strong interpersonal and communication skills

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 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.