Investment Analyst

Company:

Description:

We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

• 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.
• Support the full cycle client projects through independent research, data analysis applying relevant methodologies, drafting written reports, preparing proposals and attending client meetings.
• Contribute to projects through effective management of tasks, and directly lead some smaller client deliverables.
• Prepare marketing materials and assist in researching complex inquiries. Support business development initiatives and proposals.
• Initiate and lead implementation of ideas that will improve the efficiency, accuracy, controls in relation to assigned work or projects.

What you need to have:

• Ideally 1 year of experience; fresh graduate will also be considered.
• Good academic track record, preferably in subjects such as Mathematics, Finance (Accounting/ Management/ Behavioural), Actuarial Sciences or Engineering.
• Being CFA or close to completing the charter, or other professional qualification preferred.
• Strong knowledge in various asset classes and fund products highly desirable.
• Strong analytical and technical skills. Comfortable with conducting complex comparative analysis with large data sets in an efficient manner.
• Attention to detail, organized and ability to multi-tasks.
• Self-initiative and curiosity in investment services and financial markets, self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
• Proficient with Excel, Powerpoint and Bloomberg. VBA, Python or other programming language a plus.
• Strong written and verbal skills in English and Cantonese. Mandarin would be a plus.

Why join our team:

• We help you be your best through 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