Company:MercerDescription:
WHO WE AREWe're Mercer - we believe 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.
THE POSITION: Wealth Investment AnalystMercer's Investments business is a leading global provider of investment services. We offer customized guidance at every stage of the investment decision. For more than 40 years, Mercer's Investments business has provided investment advice and solutions to corporate pension funds and 401(k) plans, foundations, endowments, wealth managers and other institutional investors. As an Investment Analyst, you will use your drive and strong analytical and communication skills to help your team achieve clients' goals.To learn more about Mercer's Wealth Investment practice, please visit
WHAT WE VALUE- Strong analytical skills, both quantitative and qualitative, and working knowledge of Microsoft Office-Word, Excel, and PowerPoint
- Knowledge of data analysis, project management, and presentation design
- Excellent interpersonal, verbal, and written communication skills
- Intellectual curiosity; seeking opportunities to develop new skills
- Ability to work in teams and be flexible to work under tight deadlines and changing client needs
- Strong organizational skills and attention to detail
PREFERRED QUALIFICATIONS- A bachelor's degree in finance, economics, mathematics or other business-related areas with strong quantitative and analytical course content
- Minimum GPA of 3.0/4.0
- Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
WHAT A TYPICAL DAY LOOKS LIKE- Critically analyze different investment markets, managers' investment styles, and portfolio characteristics and evaluate their impact on investment performance each quarter.
- Produce accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues.
- Assist in producing quarterly presentations that will review the general state of the economy, stock/bond market performances both domestically and internationally, economic trends, and changes in regulations affecting investments.
- Collect data needed for quarterly performance reports and analyze the client's portfolio performance, including performance of each of the funds within the client's investment options.
- Coordinate the collection of client specific data from external vendors for reporting.
- Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner.
- Play an important role in investment manager searches, mutual fund selection, asset allocation studies, and other investment-related activities.
WHAT'S IN IT FOR ME? - Be challenged to deliver impactful solutions for major organizations and have a direct impact on their employees
- Develop your natural skills and learn new ones
- Opportunity to work with some of the smartest people in the industry
- Excellent growth, mobility and advancement opportunities
- Top benefits - generous PTO including vacation, sick, and even 1 day off for community service!
JOIN USWe embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive. We offer several Business Resource Groups (BRGs) that employees can participate in (MMC Pride, Rising Professionals, Racial, Ethnic & Multicultural Diversity) Learn more about our foundational values, mission and vision for the future by reviewing our Greater Good Policy.
WHAT'S NEXT?Candidates must apply via the Mercer careers website to be considered.
COMPANY PROFILEMercer 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 Follow Mercer on Twitter @Mercer. For a glimpse into our culture check out our intern blog site at Marsh & McLennan Companies offers competitive salaries and comprehensive benefits. For more information about our company, please visit us at: We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ...@mmc.com.The applicable base salary range for this role is $50,400 to $100,800.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.