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Graduate/Investment Analyst, Portfolio Solutions - Wealth Management

Marsh & McLennan Companies, Inc.
Sydney, Australia
Closing date
Mar 24, 2024

View more

Job Function
Industry Sector
Finance - General
Employment Type
Full Time


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

Graduate/Investment Analyst, Portfolio Solutions - Wealth Management

What's in it for you?

Join our Portfolio Solutions team!

If you have a passion for delivering industry-leading investment solutions, high quality comprehensive advice and a great client experience, then we need you on our team as we help our Wealth management clients across the retail, wholesale and institutional landscape.

You will have the opportunity to work alongside Mercer's talented, supportive, global team of investment consultants, managers, researchers and thought leaders to bring some of the best investment ideas and solutions to the Australian market.

In this fast-paced environment, we actively support you to craft a career that's meaningful for you whether that's more focus or exposure to aspects of our complex business that are of interest, building a professional profile in the market, more flexibility for family or interests outside work, or support for ongoing study and development. We want you to be your best self, to help us create better lives for our clients and each other.

What can you expect?

As a Graduate/Investment Analyst, you will support the Portfolio Solutions Team within the Mercer Wealth Management unit in the delivery of portfolio solutions in managed accounts, strategic investment research, manager and asset class research, client reporting as well as performance attribution and analysis on external managers, client portfolios and investment markets in general.

Furthermore, you will also assist the broader Wealth team in managing client relationships by attending and participating in regular investment committees, assisting in the building of presentation decks and written client communications, and liaising with external stakeholders such as investment platforms and data providers.

We will count on you to:

Exciting and challenging activities you will be exposed to:
  • Getting a deep understanding of clients' needs and working closely with local and global experts to bring the best of Mercer to each client interaction.
  • Helping to assist with the development of investment strategies.
  • Working as part of a dedicated asset class specialist team and interacting researchers and external managers across all asset classes, including private and unlisted markets, to find the best solutions for clients.
  • Collaborating closely with a market leading, dedicated sustainable investment team to assist development of ESG and Retirement policies and general investment solutions for client portfolios.
  • Being part of a genuinely global business, and leveraging resources and scale to meet local needs.

What you need to have:
  • Qualified, or pursuing relevant qualifications (CFA, CIMA, CAIA)
  • Minimum 1 year experience within the investment industry.
  • Experience in fund manager research and portfolio construction would be an advantage.
  • Interested in investment research and generating data-driven insights.
  • Inclusive, collaborative team members
  • Strong communicators
  • Comfortable with analysis, modelling and research across the wealth consulting spectrum.

Benefits and Perks include:
  • Active mentoring and coaching to support your career journey
  • Collaborative, supporting team environment with regular social activities
  • Initiatives and financial reimbursements to help you manage your health and wellness
  • Ad hoc and formal flexible working arrangements to support commitments outside of work
  • Equal opportunity parental leave program with paid Keeping in Touch days to allow you to stay engaged with the team through your leave, as it suits you
  • An inclusive culture with a range of colleague networks such as PRIDE, Women @ Mercer and Mercer Cares
  • A dedicated 'buddy' to help you kick start your career at Mercer through daily support, mentoring, and training
  • Exam and study assistance so you can pursue your investment or actuarial qualification
  • 'Dress to suit' your day, whether you're in the office or working remotely
  • 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

About Mercer:

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 approximately 25,000 employees are based in 43 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 more than 85,000 colleagues and annual revenue of over $23 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 LinkedIn and X.

How to Apply

If you are a recent Graduate and looking to commence your career in a truly global organisation that is committed to innovation and excellence, then look no further than Mercer. Apply now, by clicking, " APPLY " and attach your resume and cover letter.

Please note: All offers of employment are contingent upon clear results of a thorough background check including criminal record check, previous employment history and financial stability. Please note that people with criminal records are not automatically barred from applying for this position. Each application will be considered on its merits.

Marsh McLennan is committed to creating 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, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

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