Hybrid Investment Solutions Analyst – Portfolio Management

at Marsh McLennan

• Job title: Investment Solutions Analyst – Portfolio Management
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Dublin, Ireland

About the role

• Investment Solutions Analyst within Mercer’s Portfolio Management Team designing bespoke investment solutions for institutional clients. Collaborating with teams to manage diverse client investments and support portfolio strategies.

Responsibilities

• Collaborate with the team to design and implement a diverse range of client investment solutions for our largest clients: integrating active and passive strategies across multiple asset classes to meet return-seeking, liability matching, risk management, and ESG requirements
• Support Portfolio Managers in managing investment solutions, including manager selection and portfolio construction
• Participate in performance and due diligence meetings with incumbent investment managers
• Maintain up-to-date knowledge of markets, benchmarks, and strategies
• Assist in transitions to fund new client solutions and implement portfolio changes
• Support the review of performance measurement and risk management for client portfolios and underlying sub-investment managers
• Coordinate with Client Relationship teams to ensure accurate and timely reporting of investment and portfolio data
• Liaise closely with all members of Mercer’s Investment teams (Portfolio Management, Risk, Strategy, Portfolio Insights) and manager research teams for the development and delivery of optimal solutions for clients
• Collaborate with key internal stakeholders, including Mercer’s Investment, Operations, Legal, and Compliance teams, to oversee the implementation of client solutions and foster cross-business relationships.

Requirements

• Approximately 3 or more years of experience in an investment environment
• A strong undergraduate or postgraduate degree majoring in Accounting, Actuarial Studies, Business, Economics, Engineering, Mathematics, Science or similar discipline is essential
• Understanding of institutional investors’ strategies
• Strong relationship-building skills to foster collaboration and gain buy-in from key stakeholders
• Excellent numerical, analytical, and spreadsheet skills
• Strong written and verbal communication skills, with experience in investment writing preferred
• Solid understanding of investments and related issues
• Ability to work effectively within a small, dynamic team while managing individual tasks and projects
• High attention to detail with an understanding of its relevance to the broader context.

Benefits

• Professional development opportunities
• Vibrant and inclusive culture
• Supportive leaders
• Diverse and flexible work environment