Investment Consultant

3 weeks ago

Dubai, United Arab Emirates Marsh McLennan Full time

Investment Consultant

**Company**:
Mercer

**Description**:
Investment Consultant - Mercer Wealth Team UAE

Mercer Wealth is a globally recognized leader in investment consulting services, providing customized advice throughout the investment decision-making process. With specialized teams in operational consulting, manager research, responsible investment, and fiduciary management, we offer a comprehensive range of services to our clients. With over 40 years of dedication to meeting client needs, we have established ourselves as a trusted partner in the industry.

**What can you expect**:
Impact: This role plays a crucial part in providing ongoing investment advice to a wide range of institutional clients, contributing to their long-term success and the growth of the company.

Marketable opportunity: Joining Mercer Wealth offers the chance to work with a leading global firm and be part of a multi-disciplined team providing cutting-edge investment consulting solutions in one of the world's largest growth markets.

First 30/60/90 days: To be considered a great hire, the new colleague should accomplish tasks such as assisting senior consultants, contributing to investment strategies, developing investment governance documentation, and actively participating in client meetings.

Team/business: You will be joining a team of experienced colleagues with diverse strengths and a wealth of knowledge in the industry. The team has a strong tenure with the firm and is known for its expertise and collaborative approach.

Training and development: We have a comprehensive training and development plan in place to support your growth and success in this role, ensuring you have the necessary skills and knowledge to excel.

**What you will be rewarded with**:
Hybrid working model: We offer a collaborative working environment, with three days in the office and two days remote work per week, fostering work-life balance and flexibility.

Competitive benefits package: This includes 30 days of annual leave, providing plenty time for rest and rebuilding.

**We will rely on you to**:
As an investment consultant, you will work closely with consultants and analysts in a team environment to provide ongoing investment advice to institutional clients. Your responsibilities will include:
Assisting senior consultants in delivering day-to-day and strategic investment advice.

Supporting consultants in designing and analyzing investment strategies tailored to clients' circumstances.

Developing and reviewing complex strategic asset allocations.

Conducting asset-liability modeling.

Structuring portfolios across asset classes (public and private).

Conducting manager research and selection across all asset classes.

Developing investment governance documentation, such as investment policy statements.

Monitoring portfolio performance and managers.

Collaborating with Mercer's specialist teams to gain a deep understanding of our full investment solutions.

Analyzing investment markets, managers' investment styles, and portfolio characteristics to evaluate their impact on client portfolios.

Producing accurate and detailed client reports through analysis of client-specific investment data.

Attending and actively participating in regular client meetings.

Managing all aspects of consulting relationships for assigned clients, including leading client meetings, providing guidance to analysts, and overseeing client communications.

Developing new business opportunities, such as responding to RFPs and leveraging leads from colleagues in other lines of business.

**What you need to have**:
Relevant degree in finance, economics, math, or related field with quantitative and analytical focus.

Actuarial qualification, CFA charter, or MBA in progress.

5+ years of investment-related experience.

Experience in client presentations.

Self-motivated and thrives in collaborative team environments.

Strong multitasking and project management abilities in fast-paced settings.

Detail-oriented with a big-picture perspective.

Keenness to learn and stay updated on investment industry and market trends.

Adaptive and decisive.

Proficient in Microsoft Excel, Word, and PowerPoint.

Strong analytical and modeling skills.

Capable of managing, motivating, and mentoring junior staff.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local based teams will identify at least one "anchor day" per week on which their full team will be together in person. office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Job ID R_259664

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