Investment Analyst

We are seeking a talented individual to join our Wealth team, part of our people and investments business at Marsh. This is a hybrid role that has a requirement of working at least three days a week in the office.

What can you expect?

• As Wealth consultants, we help clients (sponsors of pension funds, endowments, other institutional asset pools and retirement pensions) to achieve their objectives by advising on appropriate strategies and policies. We provide expertise advice on a wide range of investment-related topics such as strategic asset allocation, sustainable investing, asset liability modelling, and risk strategy.
• The Korea focused wealth analyst will be based in Hong Kong to support investment business from technical, analytical and operational aspects and provide high quality advisory and client solution services in English and Korean. Wealth analyst is also responsible for supporting consultants in delivery of investment advisory projects, client work and business development support activities.
• Wealth Analyst is expected to be self-motivated, while also working under the guidance from senior team members.

We will count on you to:

• Support business development initiatives to expand business opportunities and client base.
• Participate investment advisory projects across all asset classes including private markets together with consulting project team as a senior investment analyst.
• Join the full cycle client projects through independent research, data analysis applying relevant methodologies, drafting written reports, and attending client meetings.
• 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.
• Craft compelling and customized materials/responses to address all the necessary requirements from prospective clients and develop team’s business in a timely manner.
• Cover client enquiries from investment technical and operational aspects by collaborating with specialists in various regions.
• Have ownership for the assigned works to deliver well-polished deliverables with minimal changes from peers’ reviews.
• Communicate requests from clients in a clear and articulate manner and provide suggestions on ways to resolve those requests – which can then be executed by the rest of Mercer team.

What you need to have:

• Good academic track record and 1+ year of proven working experience with consulting, banking, financial services and asset management.
• Can demonstrate strong communication, analytical and technical skills. Deep understanding of Korean clients and their organizational culture and have good knowledge of how to manage their expectations and their experience with Mercer.