Portfolio Design, Analytics, & Risk Associate

Company:

Mercer

Description:

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating exciting and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, securing finances for retirement or aligning employees with workforce strategy. Capitalizing on analysis and insights as catalysts for change, we anticipate and understand the impact of business decisions, now and in the future. Our holistic view and deep expertise allow us to see client’s current and future needs through a lens of innovation and impact and every idea and solution we offer.

Mercer is seeking candidates for the following position based in the Minneapolis office:

Portfolio Design, Analytics, & Risk Associate

What can you expect?

• A key member of the Portfolio Design, Analytics, & Risk team, responsible for delivering portfolio insights and analytics
• The candidate will coordinate with single asset class and portfolio Investment Management teams.

What’s in it for you?

• A global company with a strong brand and a commitment to growth
• A culture of internal mobility, collaboration and extraordinary career opportunities
• Competitive pay and outstanding benefits
• Paid time off to give back through non-profit community service
• Employee Resource Groups that provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations

We will count on you to:

• Responsible for risk analysis, fund deep dives, ESG analytics & report generation
• Model single and multi-asset portfolios using external and proprietary tools
• Craft commentary and presentations, and compile analytics to support investment decision making process
• Contribute to action-oriented portfolio research using statistical & factor modeling
• Take a lead role in maintaining, improvement and development of internal methodologies
• Design strategic asset allocation models, risk, and return calibration and portfolio analytics for institutional investors
• Develops marketing materials to effectively position investment performance and products in support of sales and client retention and respond to sales professionals’ requests for analysis related to competitive investment performance and/or portfolio characteristics
• Participate in due diligence meetings with investment managers at Mercer's offices and contribute to the investment team's research effort

What you need to have:

• Background in portfolio management, construction and advanced econometrics, statistical modelling, and programming skills in Python
• Strong financial instruments knowledge, covering but not limited to fixed income, equities, ETF’s, investment funds, derivatives and market indices
• Understanding of macro (fixed income/ rates) and systematic factors affecting a portfolio
• Multi-asset class exposure with experience in attribution analysis
• Excellent analytical and investment skills
• Self-motivated with ability to work independently as well as lead the process to achieve targets in timely order.
• Evidence of expertise in statistical tools
• An undergraduate degree in Accounting, Actuarial Studies, Business, Economics, Engineering, Mathematics, Science or similar discipline is desirable or relevant post graduate experience.

What makes you stand out:

• Self-starter with energy, proactivity and ability to deliver outcomes meeting.
• Solutions driven – ability to see the bigger picture and be proactive in identifying areas for enhancement.
• Strong communication skills.
• Strong organizational and time management skills.
• An Advanced degree in Accounting, Actuarial Studies, Business, Economics, Engineering, Mathematics, or Science.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 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 X.

Marsh McLennan is committed to embra