Senior Investment Analyst

Auckland (Region) (NZ)
Salary is dependent on experience
16 Mar 2023
15 Apr 2023
Industry Sector
Asset Management
Employment Type
Full Time

Mercer is seeking candidates for the following position based in the Auckland or Wellington office: Senior Investment Analyst What can you expect? We offer the opportunity to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, Martin Lewington, is dedicated to Mercer New Zealand being a “people first” culture. This means that great performers are greatly rewarded. We pride ourselves on providing outstanding career development, learning opportunities, financial rewards and we are committed to making your journey with us FUN. - World’s largest OCIO Investment Manager with over NZ$600 Billion under management globally including NZ $14 Billion in New Zealand - NZ based portfolio management team of 6, working closely with the Australian based portfolio management team of 60 investment professionals. - Prestigious Auckland CBD Location or Wellington CBD - Great Package - Great time to join this global organisation in Growth Phase What is in it for you? At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that assist career development such as professional development support, exam and study assistance and global rotation opportunities which will support you to reach your full potential. We also recognise the value of healthy, happy colleagues and promote a culture of inclusion, care and wellbeing, offering benefits such as flexible working and much more! - Gain exposure to global financial markets - Work with investment professionals from around the world - Leading learning and development programs - Professional environment where your career path really matters and is supported in our global organisation - Great team environment with energetic and supportive colleagues - Genuine work life balance We will count on you to: Working as a key part of the NZ Investment Management team managing NZ$14 Billion for NZ investors, you will be responsible for Identifying essential market data, collate and preparing information and figures, analysis, and communication with clients or others, as required. The Senior Investment Analyst utilises a wide range of Mercer tools and intellectual capital for this analysis. Key responsibilities: - Portfolio analysis – asset allocation, risk data, manager selection, dynamic asset allocation. Client reporting – monthly/ quarterly reports, factsheets, tailored reports for delegated solutions and advice clients. - Writes market updates and keeps clients and the NZ business informed of major developments. - Client and Fund operations, including client take-ons, transactions, provision of information to and from managers and custodian, annual reporting packs, sign-offs. - Management of data and documents – relating to markets, clients, funds and other financial information. - Deals with ad hoc projects and enquiries in relation to Mercer funds, sales, investment managers, third parties and other Mercer business lines. What you need to have: - Degree qualification in Commerce, Finance, Mathematics or Statistics. - CFA Professional qualification, Investment Management Certificate or other finance related post-graduate qualification desirable. - Awareness and understanding of financial markets - Superior analytical skills and proficiency in range of IT tools and use of intellectual capital. - Capacity to prioritise and manage multiple tasks in a demanding work environment with tight deadlines. - Excellent accuracy, interpersonal and written communication skills. - Demonstrated initiative by using technical knowledge to improve processes and by sharing ideas with colleagues. 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 Follow Mercer on Twitter @Mercer. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity or any other characteristic protected by applicable law. 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.

  • You need to sign in to save