Hybrid Investment Analyst – Client Insights & Reporting

Marsh; Auckland; Hybrid; NZD 70,000 - 100,000; Full time

Job summary

Marsh is seeking an Investment Analyst to join the Client Engagement team in New Zealand, based in Auckland or Wellington with a hybrid arrangement demanding at least three days per week in the office. The role focuses on investment reporting, analysis and day-to-day client interactions to deliver accurate insights and efficient service.

You will work with consultants, clients and operations colleagues to prepare performance reports, draft client commentary, and support governance and market

Qualifications

• Degree in Finance, Mathematics, Business, Economics or 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.

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 ability

Written communication

Verbal communication

Education

Finance/Mathematics/Business/Economics degree

Tools

Excel

VBA

Job description

Marsh is seeking an Investment Analyst to join the Client Engagement team in New Zealand, based in Auckland or Wellington with a hybrid arrangement demanding at least three days per week in the office. The role focuses on investment reporting, analysis and day-to-day client interactions to deliver accurate insights and efficient service.

You will work with consultants, clients and operations colleagues to prepare performance reports, draft client commentary, and support governance and market