Investment Strategist (Delegated Solutions)
Mercer has a great opportunity for someone who has experience working with DB pension scheme clients in an investment consulting capacity or with a retirement actuarial background and is looking to move into Fiduciary Management or focus on investment strategy. Equally, the role may appeal to candidates who already work in Fiduciary Management or candidates without DB experience but a strong investment background. The successful candidate will be responsible for designing and implementing investment strategies tailored to each client using Mercer’s best ideas. The role presents the right candidate with an opportunity to develop their investment knowledge and skills by working with a book of clients and helping to develop the delegated investment strategy solutions.
We will count on you to:
1. Work closely with analysts, senior strategists and lead consultants to design and implement investment strategies which incorporate Mercer’s best thinking.
2. Consider how the investment strategy may evolve to reflect the changing dynamics of a pension scheme, e.g. suitability of cashflow driven investment strategies, end game planning.
3. Attend client meetings to deliver annual investment strategy reviews.
4. Use of trading software to instruct trades to rebalance and re-structure portfolios.
5. Collaborate on projects to support the successful growth of the Strategy and Fiduciary business, e.g. development of the strategy solutions, integrating new software and maintaining internal tools and procedures.
6. Liaise with Portfolio Management, Consulting and Operational teams to implement high quality strategies with efficiency, e.g. contribute towards implementing Dynamic Asset Allocation tilts for clients.
7. Support the client team by providing technical insight into a client’s strategy and reviewing aspects of quarterly Strategy reports.
8. Contribute towards delivering growth in the Fiduciary segment through supporting pitches and ensuring Mercer stays ahead of the competition in the Fiduciary market.
9. Contribute to supporting the team on cases outside of DB pensions as we expand into new segments such as Endowments & Foundations, Insurance, Wealth Management and DC.
What you need to have:
1. Proven investment industry experience (ideally in an investment consulting or actuarial role) with the motivation to learn and succeed in a strategy orientated role.
2. Almost/Fully Qualified CFA or Actuary.
3. Interest in the institutional investment landscape and strategy setting process.
4. Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation.
What makes you stand out:
1. Experience with DB pensions investments is preferred but experience in other segments will be considered.
2. Ability to manage multiple projects, stakeholders, and deliverables simultaneously.
3. Excellent work ethic along with strong interpersonal and communication skills.
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.
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