Investment Analyst

About the role

We are seeking a talented individual to join our Asset Class team in our Investments Business at Mercer, a Marsh business. This role will be based in St. Louis and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As an Investment Analyst/Asset Class Support, you will support Mercer’s hedge fund efforts by working closely with senior analysts and portfolio managers to collect investment manager data, produce reporting, and help deliver client-ready materials. This is a great opportunity to build a career in investment research as a detail-oriented, analytically minded professional!

Responsibilities

• Support manager researchers by gathering information and data for analysis and ongoing maintenance
• Collect and enter monthly alternative investment manager data into internal databases and systems, ensuring accuracy, reliability, and quality
• Support the asset class team in meeting client needs, including analytics, strategic research, and related deliverables
• Thrive in an environment that embraces AI and technology-enabled tools
• Assist with the development and maintenance of marketing materials, client presentations, and RFPs
• Produce monthly and quarterly client and team reporting deliverables using external software, Excel, and PowerPoint
• Provide ad hoc support to consultants in preparing for internal and external research meetings
• Assist in preparing for direct client discussions on managers and strategies
• Attend manager research meetings and external conferences in a support capacity to build technical knowledge and support career development
• Contribute to asset class- or strategy-specific research projects and intellectual capital
• Build asset class knowledge and expertise over time with support from senior members of your team

Requirements

• Bachelor’s degree
• 0-2 years of relevant experience, ideally in banking, investment, accounting, or a related field
• Excellent written and verbal communication skills
• Demonstrated analytical and critical thinking skills
• Passion for or strong interest in investing
• Strong work ethic and desire to be a part of a team
• High attention to detail with the ability to multitask, manage multiple priorities, and thrive in a fast-paced, changing environment
• Working knowledge of the MS Office suite

Qualifications

• Interest in pursuing CFA designation
• Prior experience in institutional investment management or consulting industry
• Experience with coding or Python
• Familiarity with risk management or risk tools
• Fluency in AI tools and technology

Benefits

We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Schedule

This role offers a hybrid work arrangement, requiring a minimum of three days per week in the office.