Investment Analyst (Equity Portfolio Management)
Investment Analyst (Equity Portfolio Management)
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1 Vacancy
Job Description
Company:
MercerDescription:
We are seeking a talented individual to join our Investments team at Mercer. This role can be based in St. Louis or Boston and offers a hybrid work arrangement requiring a minimum of three days per week in the office.
As an Investment Analyst and a member of our US Equity Portfolio Management team you will support the teams efforts to bring value enhancing solutions to a range of client types. The role will encompass analytical support for the broader equity investment team. As a team member you will work on projects involving data-driven client insights tool development and enhancement understanding the public equity model and rebalancing process building multi-manager portfolios analyzing portfolio risk and monitoring manager performance.
We will count on you to:
- Developing relevant client takeaways based on quantitative data
- How to build and enhance existing tools
- Understanding the public equity model and the quarterly rebalancing process
- How multi-manager portfolios are built including developing an effective portfolio thesis fund structure and manager selection (buy and sell decision)
- Portfolio risk decomposition (portfolio structure vs. manager selection)
- Manager monitoring and performance evaluation and decompose portfolio risk
What you need to have:
- BA/BS degree in finance economics or a related business field with a strong foundation in quantitative and analytical skills
- Progress towards the CFA exam
- 2-4 years of investment experience preferably in equity manager selection and/or equity portfolio construction
- Intellectual curiosity tenacity and willingness to take on new opportunities
- Strong analytical skills and attention to detail ability to multi-task manage multiple priorities and work in a rapidly changing environment
- Strong writing and communication skills
- Managing Relationships: Demonstrated ability in building strong relationships with colleagues across different divisions
- Planning and Organizing: Ability to effectively prioritize workload to support the team
- Proficient in Excel and working knowledge of the MS Office suite
What makes you stand out
- Strong team collaboration skills with a positive proactive attitude
- Quick learner with the ability to absorb new information and take ownership of tasks
- Adaptable and capable of thriving in a dynamic high-performing environment while supporting colleagues
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 an impact on 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.
Required Experience:
IC
Employment Type
Full-Time
