Investment Analyst

Investment Analyst

We are seeking a talented individual to join our Client Engagement team as an Investment Analyst. This role will be based in Auckland or Wellington. This is a hybrid role that has a requirement of working at least three days a week in the office.

As an Investment Analyst, you will support the delivery of client service across investment reporting, analysis and day-to-day client interactions. You will work closely with consultants, clients and operations colleagues to help provide clear insights, accurate reporting and efficient service delivery.

We will count on you to:

• Analyse investment markets, portfolio characteristics and investment styles to support appropriate investment strategies and structures for clients
• Prepare, check and deliver accurate investment performance reports and client-specific commentary for clients, industry bodies and other Mercer businesses
• Draft reports and supporting documentation that are clear, well written and tailored to the audience
• Support day-to-day client relationships and keep clients and internal stakeholders informed of key industry developments, including governance matters and changes in investment management firms
• Work closely with operations and consulting colleagues to manage handoffs efficiently and improve overall service delivery
• Review the work of colleagues to help maintain accuracy before information is provided to clients

What you need to have:

• A degree in Finance, Mathematics, Business, Economics or a related discipline
• Demonstrated understanding of the investments business and investment operations
• Strong analytical skills and close attention to detail
• Well-developed numerical, verbal and written communication skills, with the ability to work to schedule

What makes you stand out:

• Experience using Excel, with VBA capability considered an advantage
• Proven ability to build effective relationships with clients and colleagues
• Strong organisational skills and experience balancing multiple priorities

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 well-being

Applications can be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a criminal & bankruptcy check prior to commencement of employment.