Investment Consulting Analyst

Company:

Mercer

Description:

Assists the consulting team with administrative tasks, including processing expense reports, managing monthly client invoicing, code population and client marketing information, managing travel arrangements, and managing client subject files and plan documents.

Coordinates the production of documents using available resources.Provides peer review of documents before final production / distribution to ensure quality control of final product.

Produces accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues.

Collects data needed for quarterly performance reports and analyzes client portfolio performance, including performance of each of the funds within the client's investment options.

Responds to routine queries from clients, investment managers, and other third parties.

Communicates with investment and money managers and custodians to gather and/or clarify client-specific data for reporting.

Contributes to accurate client/project budget management through accurate and prompt time entry.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, 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 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 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.