Investment Analyst; Equity Portfolio Management

Mercer

We are seeking a talented individual to join our Investments team s role can be based in Boston or Chicago and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

As an Investment Analyst and a member of our US Equity Portfolio Management team, you will support the team’s efforts to bring value enhancing solutions to a range of client types. The role will encompass analytical support for the broader equity investment team. As a team member, you will work on projects involving data-driven client insights, tool development and enhancement, understanding the public equity model and rebalancing process, building multi-manager portfolios, analyzing portfolio risk, and monitoring manager performance.

• Develop relevant client takeaways based on quantitative data
• Build and enhance existing tools
• Understand the public equity model and the quarterly rebalancing process
• Build multi-manager portfolios, including developing an effective portfolio thesis, fund structure and manager selection (buy and sell decisions)
• Decompose portfolio risk (portfolio structure vs. manager selection)
• Monitor and evaluate manager performance and decomposing portfolio risk

• BA/BS degree in finance, economics, or a related business field with a strong foundation in quantitative and analytical skills
• Progress towards the CFA exam
• 2-4 years of investment experience preferably in equity manager selection and/or equity portfolio construction
• Intellectual curiosity, tenacity, and willingness to take on new opportunities
• Strong analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment
• Strong writing and communication skills
• Demonstrated ability in building strong relationships with colleagues across different divisions
• Ability to effectively prioritize workload to support the team
• Proficient in Excel and working knowledge of the MS Office suite

• Strong team collaboration skills with a positive, proactive attitude
• Quick learner with the ability to absorb new information and take ownership of tasks
• Adaptable and capable of thriving in a dynamic, high-performing environment while supporting colleagues

• Professional development opportunities, interesting work and supportive leaders
• Vibrant and inclusive culture with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities
• Scale enables a range of career opportunities, benefits and rewards to enhance well-being

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, veteran status (including protected veterans), or any other characteristic protected by applicable law.

If you have a need that requires accommodation, please let us know by contacting rea

The applicable base salary range for this role is $90,000 to $180,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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, 401K savings and other retirement programs as well as employee assistance programs.