Senior Investment Analyst
Senior Investment Analyst
Posted on :
18-04-2025
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1 Vacancy
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Job Description
Company:
MercerDescription:
We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Montreal and it is a hybrid role with a requirement of working at least three days a week in the office.
As a Senior Investment Analyst you will help support our Montral team with provision of advice to pension plans sponsors endowments foundations and other institutional asset pools to make the best risk adjusted return decisions in light of the liabilities and spending commitments that these assets underpin. This role requires collaboration with colleagues across Canada.
We will count on you to:
- Communicate with investment managers record keepers and custodians to gather and/or clarify clientspecific data for reporting.
- Conduct quantitative and qualitative analysis utilizing Mercers proprietary tools.
- Critically analyze different investment markets managers investment styles and portfolio characteristics and evaluate their impact on investment performance each quarter.
- Produce quarterly performance reports for our clients.
- Play an important role in investment manager searches asset allocation studies investment policy reviews and other adhoc investmentrelated projects.
- Plan supervise and review more straightforward investmentrelated projects.
- Play a mentoring role with more junior analysts to support them in their progress.
- Support consultants in servicing existing clients and prospects.
- Develop the knowledge and skills required to allow progression to a consultant role.
- 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 bachelors degree in business finance actuarial studies economics or other businessrelated areas with strong quantitative and analytical course content.
- At least four years of experience in Investments.
- A general understanding of the industry sector trends in the retirement and investment market the investment market and investment managers.
- Strong written and verbal communication skills.
- Excellent analytical skills and attention to detail.
- Ability to manage multiple tasks simultaneously work under tight deadlines and demonstrate problemsolving skills.
- Motivated and willing to learn.
- Strong overall computer skills including proficiency in Microsoft Office software and Excel usage.
What makes you stand out
- Passion for delivering the best service to clients.
- A general understanding of the industry sector trends in the pension scheme market the investment market and investment managers.
- Looking for a longterm and dynamic career.
- CFA ASA or FICA certification or path to certification 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 wellbeing.
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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