Senior Investment Consulting Analyst
Hybrid · Hong Kong, Hong Kong
Job Summary
Senior Investment Consulting Analyst in Mercer’s Wealth team based in Hong Kong; hybrid role requiring at least three days/week in office. Responsibilities include assisting in client portfolio management analysis (asset allocation, investment manager selection, fund performance, risk and attribution), 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 with 3 years relevant experience. 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. Experience of writing or summarising research reports for market/valuation analysis in a professional capacity will support your application 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.
Required Qualifications
- Ideally 3 years relevant experience
- 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-task
- Self-initiative and curiosity in investment services and financial markets
- Experience of writing or summarising research reports for market/valuation analysis in a professional capacity will support your application
- 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
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