Company:Mercer
Description:
We are seeking a talented individual to join our Wealth Investment Consulting team at Mercer. This role will be based in London, and it is a hybrid role with a requirement of working at least three days a week in the office.
As a Senior Investment Consultant, you will be an integral member of a dynamic Canada Wealth team providing a full range of services and support for sponsors with defined contribution (DC) plans. You will collaborate with colleagues across Canada, engaging with clients to design their DC plans, select and monitor recordkeepers, structure investment options offered to participants, select and monitor fund managers, and oversee the continued improvement of sound plan management. This position offers the opportunity to serve as the primary consultant for a number of mid-sized clients while supporting senior consultants in managing a number of large size clients by providing services, identifying areas for improvement, making recommendation, managing client relationships, and leading client meetings.
We will count on you to:
- Demonstrate knowledge of defined contribution plans and their way of functioning, including regulatory and governance aspects aligned with market and industry trends
- Demonstrate knowledge in core investment strategies and support plan sponsors in selecting the appropriate investment structure and investment strategies
- Communicate with investment managers, record keepers and custodians to gather and/or clarify client-specific data for reporting
- Conduct quantitative and qualitative analysis utilizing Mercer’s proprietary tools
- Play an important role in investment manager searches, asset allocation studies, investment policy reviews and other ad-hoc investment-related projects
- Discuss financial wellness strategies with clients and prospects
- Act as primary consultant for a number of mid-sized clients and co-consultant for a number of large sized clients
- Play a mentoring role with junior analysts to support them in their progress
- Demonstrate ease and effectiveness when dealing with clients and colleagues at all levels
- Represent and promote the image of Mercer, both internally and externally
What you need to have:
- A bachelor's degree in business, finance, economics, or other business-related areas with strong quantitative and analytical course content
- 5+ years’ work experience as an Associate or Consultant with a focus on managing Defined Contribution plans; experience with Defined Benefit plans is an asset
- Familiarity with the institutional investment industry, investment concepts, and financial markets
- Experience in client relationship management
- Superior communication and project management skills; ability to deliver complex projects within short timeframes
- Excellent analytical skills and attention to details
- Ability to manage, motivate, and mentor junior-level staff; adaptable and collaborative work style
What makes you stand out?
- Experience with both defined contribution and defined benefits plans
- Ability to engage in deeper conversations beyond traditional investment topics to help drive meaningful changes around financial wellbeing and plan governance
- CFA, MBA is considered an asset
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.
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 $24 billion and more than 90,000 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, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact [email protected].
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.
