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Associate, Investment Consulting

Mercer - Sydney, NSW

Banking & Finance
Source: uWorkin


Mercer is seeking candidates for the following position based in the Sydney office:

Associate, Investment Consulting, Mercer Investments

What can you expect?

As an Associate, Investment Consulting, you will support the delivery of services to our wealth management business and the growth of our Managed Accounts offering. This provides the opportunity to leverage your skills in this industry to deliver investment, superannuation and retirement solutions to some of Australia’s largest advice practices and licensees. You will have the opportunity to work with Mercer’s best of breed manager research and capital market teams to develop your technical investments knowledge.

You will also have the opportunity to work across a broad range of strategic investment consulting projects for a variety of other institutions including insurers, superannuation, and endowments and foundations.

Mercer Investments provides advice and solutions to some of world’s largest super funds and other institutional asset owners, designing and implementing investment programs that help our clients meet their long-term financial return and risk objectives.

As one of the world’s largest investment consulting, multi-manager and actuarial firms, our global team of 1,200 professionals, including 120 investment manager researchers, provides our clients in-depth knowledge few others can match.

We will count on you to:

Contribute to the development of best practices, new applications, and improvements to methods and analytical techniques, and enhancing and expanding Mercer’s intellectual capital:

  • Apply consulting skills, technical expertise, relevant methodologies and professional judgment to client projects
  • Demonstrate intellectual leadership and consistently test final deliverables for completeness, relevance, and high impact against client issues and needs
  • Plan, design, resource and manage client projects and direct staff in executing the plan to deliver projects on time and within budget
  • Nurture key client relationships, identify opportunities to broaden or deepen these relationships in partnership with senior consultants, anticipate and respond to future client needs
  • Support business development initiatives and proposals
  • Develop own and other’s capability through informal and formal learning opportunities (may include formal people supervisor responsibility)
  • Participate in projects to improve Mercer, in particular talent, quality, service delivery, internal efficiency / effectiveness and intellectual capital
  • Pursue investment or actuarial professional qualification

What is in it for you?

At Mercer, we recognize that our most important asset is our people. We offer benefits and programs that support career development such as professional development support, exam and study assistance and global rotation opportunities that will support and nurture you with every opportunity to reach your full potential.

We also recognise the value of healthy, happy colleagues and promote a culture of care and wellbeing, and provide:

  • A professional environment where your career path really matters and is supported by our flexible, self-directed models of work
  • Collaborative team environment with regular social activities
  • A range of flexible working arrangements to enable productive working from anywhere
  • Modern parental leave policies that allow for flexibility, whatever your situation
  • Initiatives and financial reimbursements to help you manage your health and wellness
  • An inclusive culture with a range of colleague networks such as PRIDE, Women @ Mercer and Mercer Cares
  • Exam and study assistance, and professional development support so you can finish your CFA or relevant certification
  • One day of paid volunteer leave a year with matching of donations through our Social Impact platform
  • Formal global rotation program and other opportunities to pursue a global career

What you need to have:

  • Relevant undergraduate qualification
  • Team player; we rarely work alone
  • Proactive and curious - ask questions, solve problems, persist to see change through
  • Depth of expertise in the Investments and Retail / Wealth Management service offerings
  • Experience in delivering and developing investment services in corporate and / or consulting contexts; typically 5-8 years
  • Strong technical base across investments and / or actuarial
  • Analytical skills and experience using spreadsheets and databases for information analysis
  • Strong report writing skills, PowerPoint and Excel capabilities
  • Strong communication and presentation skills
  • Demonstrated project management experience

What makes you stand out:

  • Relevant post graduate and / or completed or working towards relevant professional qualification (CFA/ CIMA / FIAA / or similar)
  • Exposure to the wealth management industry with an understanding of their differing investment needs
  • Proven business development capability
  • People leadership experience or ability to mentor others and build capability

About us:

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.me.mercer.com/. Follow Mercer on Twitter @Mercer.

Mercer is an equal opportunity employer committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex (including intersex), marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

Please apply using the link below, applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.