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Investment Strategy Analyst - Delegated Solutions

Location: Boston, Massachusetts, United States

Company: Mercer

Job ID R_053371-en

Investment Strategy Analyst - Delegated Solutions will be part of the Investment Strategy Team for Mercer's Outsourced Chief Investment Officer (OCIO) business based in Boston. Within this team, the Investment Strategy Analyst will have the following key responsibilities:

  • Develop understanding of pension plan design, liability features and risk drivers to develop investment strategies
  • Perform liability and asset risk analysis
  • Support senior strategists on strategic asset allocation studies
  • Provide analytical support on glide path design, asset allocation and liability hedge portfolio construction
  • Coordinate and execute the on-boarding for new clients and act as liaison between Mercer colleagues in consulting, operations, and portfolio management
  • Help maintain daily monitoring valuation model for clients on Mercer Dynamic De-Risking Solution (MDDS) platform  and provide ongoing updates for client
  • Ongoing management and ad-hoc updates to client profiles and liabilities for funded status monitoring solution
  • Perform plan demographic analysis of defined contribution plans
  • Develop efficient portfolios and model custom target date fund designs
  • Perform stochastic analysis for development of custom target date funds
  • Help anticipate and monitor investment de-risking trigger points for glide path clients
  • Work closely with client service teams to prepare quarterly reporting materials, including funded status performance and attribution analysis

Education

  • BA/BS degree in finance, mathematics, economics, actuarial science or other business-related areas having strong quantitative and analytical analysis. The candidate should also be prepared to take and pass actuarial and/or CFA exams, with demonstrated progress on one or both series of exams 

Experience

  • 2-6 years of relevant experience in a pension-related actuarial or investment role

Knowledge and Skills

  • The ideal candidate will have strong analytical skills, with actuarial and pension liability background preferred, and will be able to apply processes and procedures to support the strategy setting process, manage the on-boarding process and coordinate implementation across multiple clients
  • The candidate will be able to develop an understanding of pension risk management and liability hedge portfolio construction techniques and methodologies
  • Must have the ability to work autonomously and to co-ordinate across multiple parts of the business
  • Strong quantitative skills, project management and communication skills
  • High proficiency in Microsoft Excel and PowerPoint
  • Self-motivated, with an ability to work well in a highly collaborative team environment
  • Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment
  • High-level attention to detail and an understanding of its application to the bigger picture
  • Ability to acclimate quickly to understand asset-liability risk management and business concepts and apply critical thinking to the issues which will arise during projects

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