Junior Investment Consulting Analyst
Summary
Junior Investment Consulting Analyst produces quarterly manager commentary, prepares performance reports for investment plans, assists with reports, executes manager search and selection using Style Analytics, and supports various investment-related projects for low to moderate complexity clients.
Company:
MercerDescription:
Completing the below tasks for low to moderate complexity clients
• Producing quarterly manager commentary by assessing the performance of fund/investment strategies
• Preparing performance report for DC and DB plans which includes structured discussion on performance results of fund managers and make recommendation to hold/liquidate investment managers
• Assisting the other team members with their reports and commentaries
• Execute manager search and selection for various investment strategies which involves assessment of strategies on various factors such as the investment team, investment process, risk management, factor/style exposures (using Style Analytics), and fees
• Review and amend investment policy statements
• Provide support on projects for Strategic Research team and Intellectual Capital publications
• Provide support on asset class surveys and periodical publications