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.

Investment Consultant

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:

• 3-5 years 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 application
• Proficient with Excel, Powerpoint and Bloomberg. VBA, Python or other programming language a plus.
• Strong written and verbal skills in English and Cantonese. Mandarin would be a plus.

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

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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