Senior Investment Consulting Analyst

Found in: beBee S HK - 1 month ago


Hong Kong, Hong Kong SAR China Mercer Full time
SUMMARY

As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager selection, and monitoring performances of their investment portfolios. We provide expertise advice on a wide range of investment-related topics such as strategic asset allocation, responsible investing, asset liability modelling, and risk strategy. With a few years of related experience, a Senior Investment Consulting Analyst is expected to be self-motivated and tackle problems independently, while also working under the guidance from senior team members.

POSITION SCOPE

We will count on you to:

  • Assist in clientâs portfolio management analysis, including asset allocation, investment manager selection, fund performance, risk and attribution analysis, leveraging Mercerâs proprietary analytics tools, internal databases and third party resources.
  • Support the full cycle client projects through independent research, data analysis applying relevant methodologies, drafting written reports, preparing proposals and attending client meetings. 
  • Contribute to projects through effective management of tasks, and directly lead some smaller client deliverables. 
  • Prepare marketing materials and assist in researching complex inquiries. Support business development initiatives and proposals. 
  • Initiate and lead implementation of ideas that will improve the efficiency, accuracy, controls in relation to assigned work or projects.
  • Guide junior colleagues in completing basic analytical and written tasks, to support your deliverables to senior colleagues.

What you need to have:

  • 3-5 years relevant experience.
  • Good academic track record, preferably in subjects such as Mathematics, Finance (Accounting/ Management/ Behavioural), Actuarial Sciences or Engineering.
  • Being CFA or close to completing the charter, or other professional qualification preferred.
  • Strong knowledge in various asset classes and fund products highly desirable.
  • Strong analytical and technical skills. Comfortable with conducting complex comparative analysis with large data sets in an efficient manner.
  • Attention to detail, organized and ability to multi-tasks.
  • Self-initiative and curiosity in investment services and financial markets, self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
  • Experience of writing or summarising research reports for market/valuation analysis in a professional capacity will support your application
  • Proficient with Excel, Powerpoint and Bloomberg. VBA, Python or other programming language a plus.
  • Strong written and verbal skills in English and Cantonese.  Mandarin would be a plus.

About us

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. Mercerâs approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the worldâs leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of over $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 www.mercer.com.

Marsh McLennan

Marsh McLennan (NYSE: MMC) is the worldâs leading professional services firm in the areas of risk, strategy and people. The Companyâs 76,000 colleagues advise clients in 130 countries.  With annual revenue over $17 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh provides data driven risk advisory services and insurance solutions to commercial and consumer clients. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and wellbeing for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit mmc.com, follow us on LinkedIn and Twitter or subscribe to BRINK.


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