Senior Client Investment Advisor

Marsh; City of Edinburgh; Hybride; GBP 55 000 - 75 000; Plein temps

Résumé du poste

Mercer is seeking a Senior Client Analyst to join the Delegated Investment Solutions Client Team. The role is based in London, Edinburgh or Manchester and is hybrid, requiring in-office presence a minimum of three days per week.

You will support Client Directors and Managers, deliver investment advice, and manage project workstreams across performance analysis, asset allocation, and client reporting. The ideal candidate has strong technical, numerical and analytical skills, plus excellent

Qualifications

• Four+ years in the investment industry.
• Experience with institutional investors.
• Strong attention to detail and accountability.
• Excellent planning and organisational skills.
• Ability to present persuasive arguments.

Responsabilités

• Support Client Managers with client communications and materials.
• Develop understanding of client needs and build relationships.
• Manage client and project workstreams to meet client needs.
• Ensure technical accuracy of own and team work.

Connaissances

Investment markets

Analytical skills

Project management

Communication skills

AI in investments

Team collaboration

Formation

Bachelor-level credentials in finance or CFA progress

Outils

Excel

PowerPoint

Word

Description du poste

Mercer is seeking a Senior Client Analyst to join the Delegated Investment Solutions Client Team. The role is based in London, Edinburgh or Manchester and is hybrid, requiring in-office presence a minimum of three days per week.

You will support Client Directors and Managers, deliver investment advice, and manage project workstreams across performance analysis, asset allocation, and client reporting. The ideal candidate has strong technical, numerical and analytical skills, plus excellent