Mercer
Consulting
InvestmentConsultingAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Investment Consulting Analyst at Mercer. Skills: Portfolio management, Investment analysis, Risk analysis. Assist in client's portfolio management analysis. Assist in asset allocation”
Industry & Context.
Complex comparative analysis
What They're Looking For.
Must Have
1+ year of relevant experience, Analytical and technical skills, Proficient with Excel, Proficient with Powerpoint, Proficient with Bloomberg, Written skills in English, Verbal skills in English, Written skills in Cantonese, Verbal skills in Cantonese
Nice to Have
CFA charter preferred, Close to completing CFA charter preferred, Other professional qualification preferred, Knowledge in various asset classes desirable, Knowledge in fund products desirable, VBA a plus, Python a plus, Other programming language a plus, Mandarin a plus
What You'll Do.
Assist in client's portfolio management analysis
Assist in asset allocation
Assist in investment manager selection
Assist in fund performance analysis
Assist in risk analysis
Assist in attribution analysis
Support full cycle client projects
Conduct independent research
Apply relevant methodologies
Draft written reports
Attend client meetings
Lead smaller client deliverables
Prepare marketing materials
Research complex inquiries
Support business development initiatives
Initiate implementation of ideas
Lead implementation of ideas
How You'll Work.
Team & Collaboration
Work with talented colleagues
Communication Scope
Written reports; Proposals; Marketing materials
Full Job Description
## Company: Mercer ## ## Description: We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office. **We will count on you to:** * Assist in client’s portfolio management analysis, including asset allocation, investment manager selection, fund performance, risk and attribution analysis, leveraging Mercer’s 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. **What you need to have:** * 1+ year of 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
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