Senior Retirement Consulting Analyst

Mercer; Hong Kong; Hybrid; HKD 600,000 - 900,000; Full time

Benefits offered by this job

Professional development

Inclusive culture

Career opportunities

Benefits

Job summary

Mercer is seeking a Senior Retirement Consulting Analyst to join our Wealth Team in Hong Kong. You will support actuarial services for pension clients across Asia, performing valuations, model development and project work under supervision.

The role emphasizes client interaction, data analysis and timely reporting in a dynamic team. You will engage in research, regulatory updates and business development support while collaborating with Mercer offices across the region.

Qualifications

• Bachelor's degree in a numerate field (Economics, Finance, Actuarial Science, Engineering or Mathematics).
• Actuarial or CFA qualification in progress is preferred.
• Some knowledge of pension systems in Hong Kong and Asia preferred.
• Strong analytical and technical skills with large datasets.
• Able to communicate clearly and solve problems in a consulting setting.
• Proactive, detail‑oriented and able to multi‑task in a fast paced environment.

Responsibilities

• Assist in actuarial valuations and scheme designs for local and global pension plans.
• Support probabilistic cash flow modelling for pension schemes on a project basis.
• Provide high quality calculations, analytics and pension related advice promptly.
• Digest regulatory changes impacting financial wellness and retirement matters.
• Participate in full client project cycles from research to proposals and meetings.
• Research global pension market trends and prepare marketing materials.

Skills

Analytical skills

Strong communication

Problem solving

Team collaboration

English

Cantonese

Mandarin

Education

Economics/Finance/Actuarial Science/Engineering/Mathematics degree

Tools

Excel

PowerPoint

VBA

Python

R

Job description

We are seeking a talented individual to join our Wealth Team. This role will be based in Hong Kong, and supports actuarial services for our pension clients in Asia.

Mercer's retirement consulting team provides actuarial advice to institutional pension clients on appropriate defined contribution (DC) scheme designs, governance, and defined benefit (DB) scheme liability valuations. We pride ourselves as globally recognized, leading expert on a wide range of actuarial and pension related topics, such as actuarial modelling, pension scheme designs and governance.

As a Senior Retirement Consulting Analyst, you have the opportunity to interact and support clients across Asia on consulting projects under supervision of Consultants. You are expected to be self-motivated, initiate to resolve problems independently, and contribute as a team under guidance from senior members.

We will count on you to:

• Assist in actuarial valuations and scheme designs for local and global pension plans, as well as experience analysis (e.g. assumed vs realized turnover) to facilitate assumption setting process.


• Support probabilistic cash flow modelling using actuarial modelling techniques for pension schemes on a project basis.


• Provide high-quality calculations/ comparative analytics/ survey findings/ pension related advice in a time efficient manner.


• Digest and keep up with local and global regulatory changes (e.g. MPFA regulations and ORSO ordinance) that impact financial wellness in relation to investment and retirement matters.


• Participate in the full cycle of client projects through independent research, data analysis, MPF/ORSO scheme provider selection, drafting written reports, preparing proposals, and attending client meetings.


• Assist in researching global pension market trends and product offerings. Prepare ad-hoc marketing materials to support business development initiatives and proposals.


• Provide timely updates on developments in pension landscape to the team.


• Deal with ad hoc projects and enquiries in relation to Mercer tools, advisory, solutions and other Mercer business lines.


• Work with different offices and teams across the broader Mercer Wealth business in Asia and globally.

What you need to have:

• Bachelor's degree graduate with solid academic track record, preferably in numerate subjects such as Economics, Finance, Actuarial Science, Engineering and Mathematics.


• In pursuit of an actuarial or CFA qualification.


• Some knowledge in pension systems in Hong Kong and Asia preferred.


• Strong analytical and technical skills. Comfortable with conducting complex comparative analysis with large datasets in an efficient manner.


• Excited to utilise your technical skill on a consulting environment with strong communication and problem solving skill.


• Self-motivated, attention to details, organized and ability to multi-tasks in a fast-paced environment.


• Proficient with Excel and PowerPoint. VBA, Python, R or other programming language a plus.


• Fluent written and verbal presentation 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.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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 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 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.