Associate, Investment Consulting

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

Associate, Investment Consulting

What 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 help superannuation funds, university endowments and asset owners navigate some of the biggest challenges of our time.

You will have the opportunity to work alongside Mercerâs talented, supportive, global team of investment consultants, managers, researchers and thought leaders to bring some of the best investment ideas and solutions to the Australian market.

In this fast-paced environment, we actively support you to craft a career thatâs meaningful for you whether thatâs more focus or exposure to aspects of our complex business that are of interest, building a professional profile in the market, more flexibility for family or interests outside work, or support for ongoing study and development. We want you to be your best self, to help us create better lives for our clients and each other.

What we offer is a chance to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a âpeople firstâ culture. This means that great performers are greatly rewarded. We pride ourselves on providing outstanding career development, learning opportunities, financial rewards and we are committed to making your journey with us FUN.

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

What is in it for you?

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

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

Other Benefits and Perks include:

• Active mentoring and coaching to support your journey to senior consultant
• Collaborative, supporting team environment with regular social activities
• Initiatives and financial reimbursements to help you manage your health and wellness
• Ad hoc and formal flexible working arrangements to support commitments outside of work
• Equal opportunity parental leave program with paid Keeping in Touch days to allow you to stay engaged with the team through your leave, as it suits you
• An inclusive culture with a range of colleague networks such as PRIDE, Women @ Mercer and Mercer Cares
• A dedicated âbuddyâ to help you kick start your career at Mercer through daily support, mentoring, and training
• Exam and study assistance so you can pursue your investment or actuarial qualification
• âDress to suitâ your day, whether youâre in the office or working remotely
• One day of paid volunteer leave a year with matching of donations through our Social Impact platform
• Formal global rotation program and other opportunities to pursue a global career

We will count on you to:

Primary focus for the role is the delivery and project management of solutions to clients on a range of projects across Mercer Investmentsâ service offering. Core activities include understanding client issues and developing practical solutions, driving the delivery of client solutions, project managing client facing teams, working with and involving other team members, monitoring progress and peer reviewing outcomes.

Responsibilities include:

• Analyse and produce research and reports across all asset classes and at client portfolio level to build insight and understanding for clients in how they are invested and the effects of market movements on their portfolio.
• Apply consulting skills, technical expertise, relevant methodologies and professional judgment to client projects
• Demonstrate intellectual leadership and consistently test final deliverables for completeness, relevance, and high impact against client issues and needs
• Plan, design, resource and manage client projects and direct staff in executing the plan to deliver projects on time and within budget
• Nurture key client relationships, identify opportunities to broaden or deepen these relationships in partnership with senior consultants, anticipate and respond to future client needs
• Support business development initiatives and proposals
• Develop own and otherâs capability through informal and formal learning opportunities (may include formal people supervisor  responsibility)
• Participate in projects to improve Mercer, in particular talent, quality, service delivery, internal efficiency / effectiveness and intellectual capital
• Pursue investment or actuarial professional qualification

What you need to have: 

• Work experience in financial services, business analysis and / or professional services is valuable.
• A passion for understanding macro-economic trends and investment markets
• Strong analytical skills and the capacity to interpret qualitative and quantitative data
• Capability to think, articulate and write logically
• Aptitude and passion for problem solving and creative thinking with the ability to structure analyses and undertake them in a logical and efficient manner
• Detail orientation and high quality outputs
• Client centric mindset
• Uses initiative and drives to outcomes
• Excellent written and oral communication skills
• Well organised with the ability to run multiple pieces of work in a timely and organised manner
• Experience in working autonomously

About us:

Marsh McLennan (NYSE: MMC) is the worldâs leading professional services firm in the areas of risk, strategy and people. The Companyâs 85,000 colleagues advise clients in 130 countries. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh provides data-driven risk advisory services and insurance solutions to commercial and consumer clients. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and well being for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit marshmclennan.com, or follow us on LinkedIn and X.

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.