Senior DC Investment Consulting Analyst

Senior DC Investment Consulting Analyst

Requirements

• Bachelor’s degree in business, finance, actuarial studies, or related discipline.
• Bilingual – French & English
• Minimum 3-5 years’ experience in financial services or pension environment working in an analyst and client facing capacity is preferred.
• Solid knowledge of the DC environment.
• Good knowledge of the institutional investment industry, understanding of investment concepts and the financial markets.
• Strong communication skills (both written and oral)
• Strong analytical skills and attention to detail.
• Ability to multi-task, work under tight deadlines and demonstrate problem solving skills.
• Strong organizational and time management skills.
• Motivated and willing to learn.
• Proactive and independent.
• Overall good technical skills including proficiency in Microsoft Office, with a high proficiency in Excel.

Responsibilities

• Closely support consultants in servicing existing clients and prospects.
• Actively participate in pension committee meetings and other client meetings cycle from the preparation to the presentation of our reports, findings and recommendations.
• Play an important role in plan design, plan governance reviews, provider searches, investment manager searches and other ad-hoc investment-related projects.
• Communicate with investment managers, record keepers and custodians to gather and/or clarify client-specific data for reporting.
• Conduct quantitative and qualitative analysis utilizing Mercer proprietary tools.
• Helping with production and peer review of regular monitoring reports.
• Assist companies in managing the financial well-being of their employees.
• Support and advise companies in integrating ESG factors into their policies.
• Play an important role in training and developing our team of analysts.
• Develop the knowledge and skills required to allow progression to a senior associate role.
• Demonstrate professionalism and effectiveness when dealing with clients and colleagues at all levels.
• Represent and promote the image of Mercer, both internally and externally.

Preferred Qualifications

• Designation or enrollment to achieve group annuity plans advisor, CFA or FICA certification is considered an asset.
• Passion for delivering the best service to clients.
• A general understanding of the industry sector, trends in the pension scheme market, the investment market, and investment managers.
• Looking for a long-term and dynamic career.
• CFA, ASA or FICA certification or path to certification is considered an asset.