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Investment Research Specialist

1 month ago

Docklands, Australia MERCER Full time

Mercer is seeking candidates for the following position based in the Sydney or Melbourne office:

Investment Research Specialist

What can you expect?

What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. We pride ourselves on providing outstanding career development, learning opportunities, rewards and benefits, and we are committed to making your journey with us FUN.

  • Voted #1 HR Consulting Company Globally
  • Prestigious Sydney (Barangaroo) or Melbourne (Docklands) offices
  • Great Package
  • Great time to join this global organisation in its Growth Phase

What is in it for you?

At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that assist career development such as professional development support, exam and study assistance and global rotation opportunities which will support you to reach your full potential. We also recognise the value of healthy, happy colleagues and promote a culture of inclusion, care and wellbeing, offering benefits such as flexible working and much more

  • Leading learning and development programs
  • Professional environment where your career path really matters and is supported in our global organisation
  • Great team environment with energetic and supportive colleagues
  • Genuine work life balance

We will count on you to:

As a part of the research team based in the Pacific region, you will play an important role in researching and rating equity strategies, to be used by Mercer’s global client base. The position will have a high profile in the Pacific market and globally within Mercer. Working with other equity boutique researchers around the globe, you will focus predominantly on the coverage of Australian and New Zealand equity products and servicing of Australian and New Zealand clients and our investment solutions business.

Key Responsibilities:

  • Pacific Equity Manager Research: Maintain an active schedule of research for the purpose of identifying best-in-class strategies within Australian and New Zealand equity product categories. Undertake analysis of the investment strategies identified for review (performance, holdings, peer group analysis etc) and conduct interviews with key decision makers.  Prepare written investment due diligence reports in support of research rating recommendations. Sponsor the ratings of these products to the relevant Lead Research Committee (LRC), Ratings Review Committee (RRC), and with Mercer’s clients and consultants.
  • Broader research team: Collaborate with and support other activities of the broader Manager Research team globally as required; including project work, evolving the research process, representing the research team in Australia and producing a broad range of investment analysis and white papers.
  • Client-facing work: Ability to articulate Mercer’s research process, views on managers and building equity portfolios externally to clients, both existing and in new business situations.
  • Representing Mercer externally: Representing Mercer within the investment management community and developing relationships with managers.

What you need to have:

  • Experience in the investment management industry preferred.
  • Decisive. Must be comfortable making decisions using qualitative analysis supported by some quantitative data.
  • Efficient. Capable of writing concise and logically argued research reports in a timely manner, sometimes to tight deadlines.
  • Sound intellect, capable of understanding conceptually complex issues and explaining them in terms that others can understand.
  • Has the ability to challenge portfolio managers directly and conduct meetings with investment managers.
  • Has the confidence to represent Mercer and the research process both internally and externally (including external speaking).
  • A team player, with sound interpersonal and communication skills.
  • Ability to communicate views with confidence and to defend own point of view in debate.
  • Happy to work in an environment where written output is equally as important as verbal communication.
  • Stable record of employment showing a clear progression of responsibility.
  • Solid academic background.
  • Computer literate.
  • Must be prepared to do some administrative work as necessary.

About us:

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter 

Marsh McLennan is committed to creating 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, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan 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. Note: the changes to our hybrid work policy do not apply to officially designated remote workers and are subject to any works council or local legal requirement.

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