Strategic Investment Professional

1 week ago


Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000
Investment Opportunity

We are seeking a skilled professional to join our Investments team. This role will be based in either the Melbourne or Sydney office and involves working on a hybrid schedule with at least three days per week in the office.

This investment consulting analyst position plays a key role in delivering high-quality investment consulting services to insurers and enhancing Mercer's offerings across various insurance sectors, including life, health, general, and specialty insurance. You will collaborate with top-tier manager research and capital market teams, further developing your technical investment knowledge. Additionally, you will engage in a diverse range of strategic investment consulting projects for various institutions, such as superannuation funds, endowments, and foundations.

Key Responsibilities
  • Contribute to business growth through the application of analytical techniques and methodologies on a range of projects across Mercer Investments' service offering under the guidance of more experienced consultants, with a specific focus on providing investment services and advice to the insurance industry.
  • Support delivery of client project work through research, analysis, applying relevant methodologies, attending client meetings, and drafting reports.
  • Contribute to projects through effective task management and directly lead smaller client deliverables.
  • Develop own capability through formal and informal learning opportunities.
  • Participate in internal projects to improve Mercer, particularly focusing on talent, quality, service delivery, internal efficiency/effectiveness, and intellectual capital.
  • Support business development initiatives and proposals.
Requirements
  • Relevant undergraduate qualification and an interest in Investment Consulting.
  • Team player; we rarely work alone.
  • Collaborative, proactive, and curious approach to tasks – ask questions, solve problems, seek to see change through.
  • Excellent interpersonal skills.
What Makes You Stand Out
  • Experience within a corporate work environment.
  • Working towards relevant professional qualifications (CFA/CIMA/FIAA/or similar).
  • Technical base across investments and/or actuarial.
Why Choose Our Organisation
  • We offer professional development opportunities, interesting work, and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Candidates must have the appropriate approval to work in Australia. Successful applicants will be required to complete a criminal and bankruptcy check prior to commencement of employment.

About Us

A leading global company helps clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people. The company is a global leader in risk, strategy, and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, [the company name has been removed], and Oliver Wyman. With annual revenue of $24 billion and over 90,000 colleagues, the company helps build confidence to thrive through the power of perspective. For more information, visit our website, or follow us on LinkedIn and X. 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, or any other characteristic protected by applicable law. We are committed to hybrid work, which includes the flexibility of working remotely and collaborating, connections, and professional development benefits of working together in the office. All colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one 'anchor day' per week on which their full team will be together in person.



  • Sydney, New South Wales, Australia beBeeInvestment Full time $121,068 - $144,321

    Key Roles and ResponsibilitiesAs an experienced Investment Manager, you will play a pivotal role in driving business growth through strategic investment decisions.The successful candidate will have a proven track record of analysing and interpreting complex data to inform investment choices, delivering accurate and reliable insights and reports.Key...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $95,000

    Are you a strategic thinker who thrives in fast-paced environments?At the forefront of innovation, we're seeking a visionary Investment Manager to drive growth through cutting-edge technologies and creative solutions.The evolving marketing landscape presents new opportunities for media strategy, planning, and buying. As an Investment Manager, you'll work...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $200,000 - $250,000

    Strategic Investment OpportunityWe are seeking a highly skilled Investment Analyst to support our expanding portfolio of strategic investments, with a core focus on real estate development.About the Role:The successful candidate will have experience in financial modeling, commercial analysis, and market research. They will also have exposure to funds...


  • Sydney, New South Wales, Australia beBeeinvestment Full time $140,000 - $160,000

    Investment Analyst Role\Our client is seeking a skilled Investment Analyst to join their high-growth diversified investment group. The successful candidate will have the opportunity to work on a range of exciting projects, including financial modelling and commercial analysis.\This role supports strategic investment and development activities, and the ideal...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $150,000

    **Capital Market Expert Job Opportunity**As a Capital Transactions Analyst, you will play a crucial role in our team, working closely with senior management to identify and execute strategic investment opportunities. Your expertise in capital transactions, real estate advisory, and investment banking or REITs experience will be invaluable in this...


  • Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $220,000

    Investment Analyst RoleThis key role involves shaping and executing a fund's investment strategy, ensuring alignment with asset managers and capital transactions.The successful candidate will have advanced financial modelling capabilities, strong communication skills, strategic thinking, collaboration, and ability to manage competing priorities...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $180,000

    Job Description">Key Responsibilities:Develop and execute the Fund's investment strategy in collaboration with Asset Managers and Capital Transactions.Maintain and update the Fund Model, calculate asset and fund-level returns, and perform attribution and contribution analysis to assess performance and identify key drivers.Analyse the financial and strategic...


  • Sydney, New South Wales, Australia Bebeeinvestment Full time

    Investment Management OpportunitiesWe are seeking a highly motivated investment professional to join our team in Sydney. As a key member of our investment group, you will be responsible for identifying and executing investment opportunities across various asset classes.Main Responsibilities:Developing strategic investment theses and conducting thorough...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $250,000

    Investment Management OpportunitiesWe are seeking a highly motivated investment professional to join our team in Sydney. As a key member of our investment group, you will be responsible for identifying and executing investment opportunities across various asset classes.Main Responsibilities:Developing strategic investment theses and conducting thorough...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $120,000 - $170,000

    Investment OpportunityDrive growth and success in a dynamic investment company.We are seeking an experienced professional to join our team as we embark on a new venture. This is an exciting opportunity for a talented individual to make a meaningful impact and contribute to the company's ongoing success.Key ResponsibilitiesConduct thorough market research and...