Lead Specialist - Investments

Gathers and collates data from a variety of sources in a timely manner using appropriate methods and experience to meet the specific information needs of consultants.

Prepares for meetings by working with colleagues / external parties to establish a list of potential managers for product areas.

Conducts quantitative analysis by developing and maintaining detailed vendor research reports including relevant data, charts, summary views, detailed analysis and our research ratings against various criteria.

Takes an increasingly active role in the manager research meeting process and agenda setting.

Contributes to post meeting discussions to agree key issues and recommend a manager rating.

Provides ad hoc support to Consultants in preparing for internal and external research meetings by gathering background information through internet searches on clients and investment managers.

Assists in the preparation for direct client discussions on strategies.

Mercer, a business of Marsh McLennan (NYSE : MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses : Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex / gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

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 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.

R_324940

Skills Required

Quantitative Analysis