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Investment Consulting Associate, Defined Contribution (DC)

Location: Montreal, Quebec, Canada

Company: Mercer

Job ID R_047711-en

Investment Consulting Associate, Defined Contribution (DC)

As an Investment Consulting Associate, Defined Contribution (DC) you will be supporting our DC investment consultants in providing a range of investment services to institutional clients. You might also be called on to help investment consultants on other types of institutional clients, such as sponsors and trustees of defined benefit pension funds, endowments and other institutional asset pools. 

Responsibilities:

  • Conduct quantitative and qualitative analysis utilizing Mercer proprietary tools;
  • Produce quarterly performance monitoring reports for clients;
  • Critically analyze different investment markets, managers' investment styles, portfolio characteristics to evaluate the performance of investment managers and determine the impact of these factors on returns;
  • Play an important role in investment manager searches, provider searches, plan design, plan governance reviews and other ad-hoc investment-related projects;
  • Closely support consultants in servicing existing clients and prospects;
  • Communicate with investment managers, record keepers and custodians to gather and/or clarify client-specific data for reporting;
  • 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 “face” of Mercer, both internally and externally;

Qualifications:

  • Bachelor’s degree in business, finance, actuarial studies, or related discipline;
  • Enrollment in the Chartered Financial Analyst (CFA) program is considered an asset;
  • Minimum 3-5 years’ experience in investment consulting, financial services or pension environment working in an analyst capacity is preferred;
  • Good knowledge of the Defined Contribution (DC) environment;
  • Solid knowledge of the institutional investment industry, understanding of investment concepts and the financial markets;
  • Strong communication skills (both written and oral, in English and French);
  • 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;
  • Proactive and independent;
  • Motivated and willing to learn;
  • Overall good technical skills including proficiency in Microsoft Office, with a high proficiency in Excel.

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 more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit www.mercer.com for more information and follow us on LinkedIn and Twitter @Mercer

Mercer is an equal opportunity employer.

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