Mercer Company is seeking a motivated Investment Analyst to join their team in Toronto. The role involves collaborating with clients and analyzing investment markets while contributing to various investment-related projects.
Responsibilities
- Conduct quantitative and qualitative analysis using Mercer proprietary tools
- Produce quarterly performance reports for clients
- Critically analyze investment markets, managers’ investment styles, and portfolio characteristics, evaluating their impact on quarterly investment performance
- Communicate with investment managers, record keepers, and custodians to gather or clarify client-specific data for reporting
- Play an important role in investment manager searches, asset allocation studies, and ad-hoc projects such as plan design benchmarking, retirement preparedness studies, and financial wellness assessments
- Support consultants in servicing existing clients and prospects
- Develop the knowledge and skills necessary to progress to a consultant role
- Demonstrate ease and effectiveness in interactions with clients and colleagues at all levels
- Represent and promote Mercer’s brand both internally and externally
Skills
- Bachelor's degree in business, finance, economics, or related fields with strong quantitative and analytical coursework
- Minimum of 1-2 years of work experience or strong co-op experience in a consulting analyst role
- Strong analytical skills, both quantitative and qualitative, and working knowledge of Excel
- Strong interpersonal and communication skills
- Superior organizational skills and strong attention to detail
- Proven ability to analyze complex investment data and communicate insights clearly
- Actively working towards or have obtained the CFA designation
- Ability to communicate in French
- Demonstrated teamwork and collaboration skills
Benefits
- Health and welfare benefits
- Tuition assistance
- Retirement programs
- Employee assistance programs
Company Overview
Mercer Company offers property management, investment, leasing, real estate, tenant, and owner representation services. It was founded in 2008, and is headquartered in Dallas, Texas, USA, with a workforce of 11-50 employees. Its website is https://mercer-company.com/.