Investment Analyst

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

Company: Marsh

Description: We are seeking a talented individual to join our Client Engagement team as an Investment Analyst. This role will be based in Auckland or Wellington. This is a hybrid role that has a requirement of working at least three days a week in the office.

Investment Analyst

As an Investment Analyst, you will support the delivery of client service across investment reporting, analysis and day-to-day client interactions. You will work closely with consultants, clients and operations colleagues to help provide clear insights, accurate reporting and efficient service delivery.

We will count on you to:

• 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

What you need to have:

• 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

What makes you stand out:

• 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

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

Applications can be considered from candidates who have the appropriate approval to work in NewZealand. Successful applicants will be required to complete a criminal & bankruptcy check prior to commencement of employment.

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 $27billion 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.