Investment Solutions Analyst - Portfolio Management Team jobs in United States
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Marsh McLennan · 1 month ago

Investment Solutions Analyst - Portfolio Management Team

Mercer is a global leader in helping clients realize their investment objectives. The Investment Solutions Analyst will join the Portfolio Management Team, focusing on designing and managing investment solutions for institutional clients while collaborating with various teams to ensure optimal client outcomes.

Financial ServicesProfessional ServicesService Industry
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H1B Sponsor Likelynote

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

Qualification

Investment management experienceNumericalAnalytical skillsInstitutional strategiesCFACAIA qualificationsPortfolio constructionWrittenRelationship-building skillsVerbal communicationAttention to detailTeam collaboration

Required

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

Preferred

Further such as CFA, qualifications (partly or fully completed) CAIA, Actuarial qualifications or a relevant Master's degree is highly desirable

Benefits

Professional development opportunities
Interesting work
Supportive leaders
Vibrant and inclusive culture
Range of career opportunities
Benefits and rewards to enhance your well-being

Company

Marsh McLennan

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Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

H1B Sponsorship

Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

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Joe Hayes
Senior Vice President, COO Private Client Services
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Katherine Brennan
SVP & General Counsel
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Company data provided by crunchbase