Investment Analyst

Company:

Mercer

Description:

We are seeking a motivated Investment Analyst to join our team in our Toronto office.
As an Analyst in the investment consulting department, you will collaborate with diverse clients and industries in a dynamic environment, contributing as a key member of project teams to design programs that drive client success. This role offers exposure to a broad range of investment-related projects and the opportunity to develop skills for career progression.

This is a hybrid role that requires being in the office 3 days a week.

The applicable base salary range for this role is $58,800.00 to $88,200.00

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.

We will count on you to:

• Conduct quantitative and qualitative analysis using Mercer proprietary tools.
• Produce quarterly performance reports for clients.
• Critically analyze investment markets, managers’ investment styles, and portfolio characteristics, evaluating their impact on quarterly investment performance.
• Communicate with investment managers, record keepers, and custodians to gather or clarify client-specific data for reporting.
• Play an important role in investment manager searches, asset allocation studies, and ad-hoc projects such as plan design benchmarking, retirement preparedness studies, and financial wellness assessments.
• Support consultants in servicing existing clients and prospects.
• Develop the knowledge and skills necessary to progress to a consultant role.
• Demonstrate ease and effectiveness in interactions with clients and colleagues at all levels.
• Represent and promote Mercer’s brand both internally and externally.

What you need to have:

• Bachelor’s degree in business, finance, economics, or related fields with strong quantitative and analytical coursework.
• Minimum of 1-2 years of work experience or strong co-op experience in a consulting analyst role.
• Strong analytical skills, both quantitative and qualitative, and working knowledge of Excel.
• Strong interpersonal and communication skills.
• Superior organizational skills and strong attention to detail

What makes you stand out:

• Proven ability to analyze complex investment data and communicate insights clearly.
• Actively working towards or have obtained the CFA designation
• Ability to communicate in French
• Demonstrated teamwork and collaboration skills.

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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to embracing 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. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact reasonableaccommodations@mmc.com.

The applicable base salary range for this role is $58,800 to $88,200.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.

This is a Replacement position.