Investment Solutions - Client Manager

CFA Institute; Dublin; Hybrid; EUR 50,000 - 70,000; Full time

Job summary

A leading investment solutions firm is seeking a proactive candidate to join their Investment Solutions team in Dublin. The successful candidate will develop knowledge of fund structures and manage relationships with international clients, ensuring a first-class service. Ideal candidates will have a near-qualified Actuary or CFA qualification, strong communication skills, and experience in investment markets. This role offers opportunities for professional development and a supportive team environment.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Career opportunities

Qualifications

• Ability to lead regular internal meetings
• Attention to detail
• Knowledge and experience of investment markets

Responsibilities

• Develop knowledge of Mercer's fund structures
• Support client-service delivery across Investment Solutions
• Collaborate with large clients and manage stakeholder relationships

Skills

Energy, proactivity

Ability to communicate complex issues

Relationship management experience

Strong IT skills

Education

Near-qualified Actuary or CFA holder

Tools

PowerPoint

Excel

Word

Job description

Company: Mercer

What you can expect:

An exciting opportunity to join one of Mercer's largest and most rapidly-growing business areas – investment solutions. As part of our Investment Solutions International Client Team, the successful candidate will support Mercer's investment solutions client base across Ireland, wider Europe, Asia and the Middle East. Mercer is one of the fastest growing investment solutions entities globally, and our client base has grown substantially over recent years with further growth to come.

The candidate will work closely with our Client Directors to support a selection of our international clients. As part of the International Client Team, the successful candidate will develop an intricate knowledge of Mercer's investment research and fund solutions by liaising on an ongoing basis with operational, portfolio management and research teams, and help to filter this expertise across Mercer's teams of field consultants and clients.

The role will facilitate exciting career opportunities within a dynamic and rapidly growing area of Mercer's business driven by strong demand across new markets.

We will count on you to:

• Develop in-depth knowledge of Mercer's delegated fund structures and solutions in order to explain and communicate to colleagues and clients.
• Support the development of Mercer's overall client-service delivery across the entire Investment Solutions client base, ensuring a first-class customer experience in a scalable way.
• Collaborate directly with some of Mercer's largest Investment Solutions clients, managing multiple stakeholder relationships to ensure clear and timely communication between investment managers, internal Mercer teams, and clients.
• Support Mercer colleagues/consultants on a variety of topics including performance analysis, strategic asset allocation advice, economic commentaries and PowerPoint presentations.
• Provide support to the Client Director at client meetings.
• Liaise with wider operational, portfolio management and consulting teams across Mercer, including management of a wide range of projects as they arise.
• Deliver investment output & documentation within critical timelines.
• Train and develop junior colleagues.

What you need to have:

• Energy, proactivity and desire to see things done efficiently
• Ability to communicate complex issues in a simple and coherent manner
• Ability to build and maintain strong relationships with stakeholders
• Ability to lead regular internal meetings and oversee communication channels to maintain responsiveness and collaboration
• Attention to detail
• Relationship management / consulting experience
• Knowledge and experience of investment markets across a range of assets
• Would suit a near-qualified Actuary or CFA holder / equivalent qualification
• Strong IT skills (PowerPoint, Excel, Word)

What makes you stand out:

• Energy, proactivity and desire to see things done efficiently
• Team player
• Ability to communicate complex issues in a simple and coherent manner
• Attention to detail
• Strong engagement and influencing skills to collaborate with colleagues at all levels of the organisation
• Previous experience working with large / important clients for your existing organisation

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 collaborate 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.

#MercerIS

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, 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, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [e-mail] to discuss any specific needs.

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.