Investment Management Specialist

2 months ago

Toronto, Canada Mercer Full time

**Investment Management Specialist**

**What can you expect?**
- You will perform a critical function within the Canadian Mercer Global Investments team, which is responsible for managing all investment, product, client reporting and trading aspects associated with the Canadian OCIO business.
- You will work alongside the best and brightest in the industry, as you develop your skill set and grow your career
- You can rest assured a high value is placed on diversity and we work to foster understanding, inclusion, and innovation in the workplace
- You will be doing meaningful, challenging work, and can look forward to a career with many opportunities to learn, grow, and advance

**What is in it for you?**
- A company with a strong brand and strong results to match, and are committed to making a difference in the lives of people
- Mercer Canada offers and a thriving culture so that you can bring your authentic self to work
- Competitive pay (salary and bonus potential) and full benefits package - effective starting Day 1 (Medical, dental, vision, STD/LTD, life insurance, RSP (Retirement Savings Plan) or TFSA (Tax Free Savings Account))
- A culture of belonging, innovation, internal mobility, collaboration, valued partnership with HR from the business, and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields
- Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture
- Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan
- Employee Resource Groups which provide connections to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations

**We will count on you to**:

- Client Reporting_
- Support the MGI client service team and Mercer consultants with client specific requests
- Preparing and reviewing periodic client reports that encompass a wide range of asset mixes
- Calculate and validate client performance metrics using industry-standard methodologies and tools
- Collaborate with clients and internal stakeholders to understand their specific reporting requirements
- Collaborating with global teams to ensure the complete production of reports that meet client expectations
- Contributing to projects and enhancements focused on improving report production
- Contributing to the client onboarding process to ensure smooth client reporting by ensuring that all required configurations are finalized and prepared for production
- Assist in the completion of RFP requests

**What you need to have**:

- Bachelor’s degree
- Experience in investments or finance
- Strong sense of ownership, attention to detail and ability to make deadlines
- Willingness to learn and work in a fast paced, collaborative environment.
- Self-motivated and a ‘can do’ attitude
- Ability to manage and deliver on multiple projects
- Strong numeracy and analytical ability with proficiency in Microsoft Excel and Microsoft PowerPoint

**What makes you stand out?**
- Passion for investments
- Progress towards CFA designation

Marsh McLennan 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.

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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