Senior Investment Management Specialist

Company:

Mercer

Description:

What you can expect:

We are seeking a talented Senior Investment Management Specialist to join our growing business and play a pivotal role within the team to advise on Investment strategy, assist with portfolio construction aswell as mentor less experienced team members and oversee the task management for the team. The successful candidate will have strong technical and analytical capabilities aswell as being a team player, hardworking, intellectually ambitious and have a keen eye for detail.

The successful candidate will lead portfolio construction work for our range of multi asset portfolios across DC, private wealth, and wealth management and encompass investment strategy advice for DB pension schemes.

Mercer’s Delegated Solutions Strategy team provides specialised investment strategy advice to pension schemes primarily in the areas of dynamic de-risking, hedging and portfolio construction. Mercer’s dynamic de-risking solution aims to manage pension schemes along a path to full funding and has arisen from a need to provide a clear governance framework that will allow trustees to lock in market gains. Liability hedging forms a large part of this solution delivery, given market evolution in recent years.

The Strategy team is also responsible for developing and implementing investment strategies for all our clients within the Delegated Solutions business. This includes investment strategies for a range of client types, such as pension schemes, endowments and foundations and others and encompasses analysis for Irish clients, Europe ex-UK and further afield. 

The role will be dynamic and diverse, requiring an individual that has a strong investment background with strong project management, leadership, organisational, collaboration and communication skills. The successful candidate will be able to manage the successful delivery of complex solutions, have strong technical and analytical capabilities, a keen eye for detail, and be able to use their own initiative to navigate requirements, manage to tight and competing timelines as well as undertake routine projects.

We will count on you to:

• Lead investment strategy analysis to determine the strategic asset allocation for the full range of multi-asset portfolios allowing for different investment objectives and constraints faced by each.
• Analyse client investment strategies with aim of achieving target growth returns within restrictions provided. Analysis across range of client types and geographies.
• Complete daily monitoring of client funding levels and trading where required.
• Regularly calculate and propose updates to hedging strategies, working with a broad range of tools and models.
• Consider the impact and need for dynamic asset allocation adjustments as appropriate.
• Act as a representative of Mercer’s best thinking on multi-asset investing to both internal and external clients.
• Interact with teams across the business to manage the implementation of investment strategy and asset allocation changes in an efficient and risk controlled manner.
• Collaborate with key internal stakeholders including portfolio management, legal & compliance, trading and operations, investment consultants.
• Lead, train and develop junior team members and other teams where required.
• Support the business development team as appropriate to develop and grow the segment.
• Manage the ongoing oversight and assessment of the funds.
• Support Mercer colleagues / consultants by presenting strategy reviews at client meetings, managing varied levels of knowledge, and by delivering high quality client reports, answering queries and clearly communicating strategic asset allocation and fund updates.
• Develop and drive process improvement initiatives to improve quality and efficiency, and ensure procedures are accurate and kept up to date.

What you need to have:

• At least 5 years experience within the financial services industry (consulting, pensions, fund management, wealth management, investments or asset management) – should immediately create credibility internally and externally.
• Strong organisational and project management skills. Ability to effectively manage across multiple tasks and to tight deadlines.
• Excellent communication, presentation and collaboration skills.
• Highly motivated, driven and focused.
• Ability to work under own initiative.
• An ability to multi-task and work under pressure to deadlines.
• Strong analytical skills to review and analyse information/situations t