Overview
In this role you will support Mercer’s Delegated Investment Solutions Client Team as a trusted advisor to institutional clients. You’ll work with Strategy, Portfolio Management and Risk and Operations to deliver excellent service and actionable investment guidance. The job blends client-facing communications, performance analysis and project coordination to help clients meet their goals. You’ll contribute to specialist areas such as Responsible Investment or Multi-Asset and leverage data and AI to improve processes. This is a hybrid role with regular office presence in London, Edinburgh or Manchester.
Pay / Benefits
- hybrid work
- professional development opportunities
- inclusive culture
- global exposure
- rewards and wellbeing benefits
- collaborative environment
Responsibilities
- Support Client Managers and Consultant Directors with client communications including PowerPoint decks, strategy changes, asset class manager and structure changes, market updates, monthly client dashboards and other materials
- Develop a deep understanding of client needs and requirements to ensure excellent client service
- Build relationships with other client team members and other teams across the business
- Proactively manage client and project workstreams to deliver on client needs
- Maintain and check technical accuracy and reasonableness of own work and that of others
Key requirements
- Understanding of investment markets and asset classes
- Strong attention to detail and accountability for outcomes
- Advanced analytical skills for complex analysis
- Effective listening, communication and organisational skills with a client focus
- Ability to work in a team and present persuasive arguments
- Process improvement mindset with interest in applying AI where appropriate
- Excellent planning and organisational skills with ability to manage multiple tasks
- Experience using Excel, PowerPoint, Word or similar software
- Effective listening
- Strong communication
- Team collaboration
- Investment markets knowledge
- Asset class understanding
- Advanced analytics
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