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Wealth Investment Analyst

3 weeks ago

Montréal, Canada Mercer Full time

At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally - regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome here.

Mercer Canada is seeking a **Wealth Investment Analyst** for our Montreal office

**What can you expect?**

We are looking for an Investment analyst to join our Montreal team with a focus on maintaining and growing our base of high-net-worth clients.

In collaboration with senior consultants and analysts, the Wealth Investment Analyst designs and implements solutions for our institutional clients, notably administrators and trustees of pension and capital accumulation plans and endowment funds. To this purpose, the analyst will gather the necessary data from investment managers, record keepers and custodians to prepare regular reports for clients using Mercer proprietary tools.

**What is in it for you?**
- At Mercer, we’re as invested in creating brighter futures for our own people as we are for our clients. To help you reach your full potential, we offer a culture, benefits and resources that support your wellbeing and career development.
- The opportunity to work with some of the smartest and most energetic people in the industry, who will nurture, challenge and enable you.
- A dynamic, collaborative and inclusive culture, where diversity is embraced - and you are celebrated and appreciated for who you are.
- The chance to make a positive difference in your local community by using your paid time off to volunteer through events organized by Mercer Cares, our community outreach and volunteerism BRG.
- A huge variety of virtual learning and development resources to support your personal and professional growth.
- Competitive rewards supporting your financial wellbeing, including compensation, retirement savings, and more.
- Offerings geared at your overall wellness, including comprehensive medical, dental, vision, and fitness benefits, as well as life insurance and child and elder care programs.
- Generous paid time off and a flexible work schedule that accommodates your home life and commitments outside of work.

**We will count on you to**:

- Perform qualitative and quantitative analyzes using tools exclusive to Mercer;
- Produce thoughtful analysis of different investment markets, managers' investment styles, and portfolio characteristics, and evaluate their impact on investment performance each quarter;
- Produce and peer investment performance reports for our clients;
- Oversee production and peer capital accumulation plan analytics reports for clients;
- Communicate with investment managers, record keepers and custodians to gather and/or clarify client-specific data for reporting;
- Monitor notices prepared by our manager research teams to keep abreast and inform clients of significant changes in a timely manner;
- Play an important role in investment manager searches and selection of pooled investment funds, custodians and capital accumulation plan carriers;
- Contribute to production of asset allocation and investment structure studies, and other ad-hoc investment-related projects;
- Support consultants in servicing existing clients and prospects;
- Develop the knowledge and skills required to allow progression to a consultant role;
- Represent and promote the “face” of Mercer, both internally and externally.

**What you need to have**:
Bachelor’s degree in business, finance, actuarial studies, or related discipline;
- The pursuit of a process to obtain the Chartered Financial Analyst (CFA) designation would be considered an asset;
- Participation in internship programs for university graduates;
- Relevant experience in investment consulting, financial services or pension environment working in an analyst capacity is preferred;
- General knowledge of the industry, trends in the pension and investment market, the investment market and investment managers;
- Strong communication skills, both written and oral (in English and French);
- Strong analytical skills and attention to detail;
- Ability to multi-task, work under tight deadlines and demonstrate problem solving skills;
- Motivated and willing to learn;
- Overall good technical skills including proficiency in Microsoft Office, with a high proficiency in Excel.

**What makes you stand out**:

- Willingness to learn and to think outside of the box
- Deep technical expertise or aptitude

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.