Financial Portfolio Manager
3 days ago
Mercer is seeking a skilled Investment Consultant to join our Wealth team. As an Investment Consultant, you will play a key role in managing client portfolios and providing expert advice on investment strategies.
Key Responsibilities- Portfolio management analysis, including asset allocation, investment manager selection, fund performance, risk and attribution analysis.
- Client project support, including independent research, data analysis, report preparation and proposal submission.
- Task management and leadership of smaller client deliverables.
- Marketing material preparation and research assistance.
- Idea implementation and process improvement.
You will have the opportunity to work with a talented team of professionals and contribute to the success of our Wealth business. If you are a motivated and experienced investment professional looking for a new challenge, please apply.
Requirements- 3-5 years of relevant experience.
- Bachelor's degree in a relevant field.
- Professional certifications such as CFA or CAIA.
- Excellent communication and interpersonal skills.
- Able to work effectively in a team environment.
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Financial Portfolio Manager
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