Investment Research Specialist

Gefunden in: beBee S AU - vor 4 Wochen

Sydney, Österreich Mercer Vollzeit

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 âpeople firstâ 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 Mercerâs 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 Mercerâs 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 Mercerâs 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. Mercerâs 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 worldâs 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 âanchor dayâ 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.

  • Senior Investment Analyst

    vor 5 Stunden

    Sydney, Österreich Knewin Vollzeit

    About Lonsec The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries & About the company The Lonsec Group is one of...

  • Vice President, Investment

    vor 1 Woche

    Sydney, Österreich https:www.bebee.comjoin Vollzeit

    Vice President, Investment & Asset Management (Based in Sydney, Australia) Employment Type: Permanent Location: Australia The Role This position will drive the development and evaluation of potential business opportunities and play a key role in asset and portfolio management. Job Responsibilities Manage investment transactions from...

  • Analyst, Investment

    Gefunden in: beBee S AU - vor 2 Wochen

    Sydney, Österreich Mapletree Vollzeit

    The Role   This position will primarily be involved in the Group’s investment activities, including asset acquisitions and divestments and development projects for commercial office in Australia. In addition, the position will involve portfolio management of the Group's existing commercial assets in Australia so as to support fund syndication...

  • Quantitative Analyst Investments

    Gefunden in: beBee S AU - vor 2 Wochen

    Sydney, Österreich TAL Vollzeit

    Company DescriptionWelcome to This Australian Life. From the millions of Australians we protect, to those that make it happen every day at TAL, people really are what we're all about. We want to grow with you. Achieve with you. And support you to do your best work. That's why we're focused on developing leadership, promoting diversity, rewarding excellence...

  • Associate, Australian Equity Research

    Gefunden in: beBee S AU - Vor 6 Tagen

    Sydney, Österreich Royal Bank of Canada Vollzeit

    Job SummaryRBC is growing in Australia and is looking for candidates in the Australian Equity Research team across various levels and sectors. Research opportunities are across the Sydney and Melbourne offices. RBC provides investment research to institutional fund managers in Australia and offshore.Job DescriptionWhat is the opportunity?RBC is growing in...

  • Vice President, Investment

    Gefunden in: beBee S AU - vor 2 Wochen

    Sydney, Österreich Mapletree Vollzeit

    The Role   This position will drive the development and evaluation of potential business opportunities and play a key role in asset and portfolio management. Job Responsibilities   Manage investment transactions from end-to-end, including origination, research, deal evaluation and structuring, financial analysis (including financial modeling) and deal...

  • Vice President, Investment

    Gefunden in: beBee S AU - Vor 4 Tagen

    Sydney, Österreich Mapletree Vollzeit

    The Role   This position will drive the development and evaluation of potential business opportunities and play a key role in asset and portfolio management. Job Responsibilities   Manage investment transactions from end-to-end, including origination, research, deal evaluation and structuring, financial analysis (including financial modeling) and deal...

  • Head of Asset/Portfolio Management

    vor 2 Wochen

    Sydney, Österreich East Partnership Vollzeit

    Leading Infrastructure Investment PlatformHead of Portfolio/Asset Management roleStrong leadership and management skills requiredThe Head of Portfolio Management will be responsible for the asset management of energy storage, renewable energy and medium to large scale hydro storage investments. This includes engaging across the business and externally to...

  • Senior Manager, Equity Sustainable Investment APAC

    vor 1 Woche

    Sydney, Österreich CFA Institute Vollzeit

    Role Profile The Senior Manager, Equity Sustainable Investment (SI) Index Product Management will support the development of Equity SI strategy and be responsible for the SI index pipeline within the organization of FTSE Russell Indices - our Benchmark & Index Solutions (B&IS) business, in the Data & Analytics (D&A) Division of LSEG. This role will report...

  • Post Production Support Specialist

    Gefunden in: beBee S AU - vor 4 Wochen

    Sydney, Österreich State Street Vollzeit

    What we are looking forThe Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing...

  • Post Production Support Specialist

    Gefunden in: beBee S AU - vor 2 Wochen

    Sydney, Österreich State Street Vollzeit

    What we are looking forThe Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing...

  • Post Production Support Specialist

    vor 2 Wochen

    Sydney, Österreich Knewin Vollzeit

    What we are looking for The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing...

  • Associate, Investment Consulting

    Gefunden in: beBee S AU - vor 4 Wochen

    Sydney, Österreich Mercer Vollzeit

    Mercer is seeking candidates for the following position based in the Sydney or Melbourne office:Associate, Investment ConsultingWhat can you expect?Join our Investment Consulting team!If you have a passion for delivering industry-leading investment solutions, high quality comprehensive advice and a great client experience, then we need you on our team as we...

  • Copy & Communications Specialist

    vor 1 Woche

    Sydney, Österreich Stopgap Limited Vollzeit

    THE COMPANY: Our client is a national charity dedicated to funding scientific research aimed at discovering kinder, more effective treatments for children diagnosed with cancer. They are seeking a passionate Copy & Communications Specialist to join their dynamic team. THE ROLE: As a Copy & Communications Specialist, you will report to the Head of...

  • Senior Research Associate

    vor 2 Wochen

    Sydney, Österreich Mirvac Group Vollzeit

    Mirvac's people are our most valuable asset. We are proud to have built a culture of inclusivity, innovation and collaboration, becoming a place where people genuinely want to work. Two recent accolades to reflect this are:#1 in AFR BOSS' Best Places to Work in Property, Construction & Transport 2022#1 Company Globally for Gender Equality in Equileap's 2022...

  • Senior Research Associate

    vor 2 Wochen

    Sydney, Österreich Mirvac Vollzeit

    Mirvac's people are our most valuable asset. We are proud to have built a culture of inclusivity, innovation and collaboration, becoming a place where people genuinely want to work. Two recent accolades to reflect this are: #1 in AFR BOSS’ Best Places to Work in Property, Construction & Transport 2022#1 Company Globally for Gender Equality in Equileap's...

  • Specialist Orthodontist – Surrounding NSW

    vor 1 Woche

    Sydney, Österreich DB Dental Vollzeit

    Specialist Orthodontist – Surrounding NSWNational Dental Care is seeking an enthusiastic and experienced Orthodontist to support our growing network in NSW. Whether you would like to work just 1 day a month or 5 days a week, the choice is yours! Flexible opportunities with a choice of Fly In/ Fly Out NSW locations available. Sydney & Surrounding NSW...

  • Senior Presentation Specialist

    vor 1 Woche

    Sydney, Österreich CFA Institute Vollzeit

    Job Description Be part of a multi-function global organization providing essential support services and solutions mainly to the Global Investment Banking division within the firm. Join our Global Corporate Finance Operations (GCFO) team where you will be able to make an immediate impact as a Presentation Specialist. It is a creative role where there is a...

  • Corporate Actions Tax Research

    vor 1 Woche

    Sydney, Österreich JPMorgan Chase & Co. Vollzeit

    Are you a detail-oriented professional with a passion for Corporate Actions? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund Services team...

  • Senior Presentation Specialist

    vor 1 Woche

    Sydney, Österreich JPMorgan Chase & Co. Vollzeit

    Be part of a multi-function global organization providing essential support services and solutions mainly to the Global Investment Banking division within the firm. Join our Global Corporate Finance Operations (GCFO) team where you will be able to make an immediate impact as a Presentation Specialist. It is a creative role where there is a design element to...