Hybrid Investment Analyst: Client Insights and Reporting

Marsh; Wellington; Hybrid; NZD 80,000 - 110,000; Full time

Job summary

Marsh seeks an Investment Analyst to support client service across investment reporting, analysis and day‑to‑day client interactions. You will work with consultants, clients and operations to provide clear insights and accurate reporting.

You will analyse markets, prepare performance reports and draft tailored documentation, while maintaining strong relationships with clients and colleagues. This is a hybrid Auckland/Wellington role requiring in-office presence three days a week.

Qualifications

• A degree in Finance, Mathematics, Business, Economics or a related discipline.
• Demonstrated understanding of the investments business and investment operations.
• Strong analytical skills and close attention to detail.
• Well-developed numerical, verbal and written communication skills, with the ability to work to schedule.
• Experience using Excel, with VBA capability considered an advantage.
• Proven ability to build effective relationships with clients and colleagues.
• Strong organisational skills and experience balancing multiple priorities.

Responsibilities

• Analyse investment markets, portfolio characteristics and investment styles to support appropriate investment strategies and structures for clients.
• Prepare, check and deliver accurate investment performance reports and client-specific commentary for clients, industry bodies and other Mercer businesses.
• Draft reports and supporting documentation that are clear, well written and tailored to the audience.
• Support day-to-day client relationships and keep clients and internal stakeholders informed of key industry developments, including governance matters and changes in investment management firms.
• Work closely with operations and consulting colleagues to manage handoffs efficiently and improve overall service delivery.
• Review the work of colleagues to help maintain accuracy before information is provided to clients.

Skills

Analytical skills

Numerical skills

Written communication

Verbal communication

Education

Finance degree

Mathematics degree

Business degree

Economics degree

Tools

Excel

Job description

Marsh seeks an Investment Analyst to support client service across investment reporting, analysis and day‑to‑day client interactions. You will work with consultants, clients and operations to provide clear insights and accurate reporting.

You will analyse markets, prepare performance reports and draft tailored documentation, while maintaining strong relationships with clients and colleagues. This is a hybrid Auckland/Wellington role requiring in-office presence three days a week.