Mercer
Consulting
InvestmentConsultingAnalyst
“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
Applying for this Investment Consulting Analyst role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Mercer?
Real rants from real employees. Read before you apply.