In this role you support institutional clients by delivering performance analytics, attribution and reporting for multi-asset and single-asset portfolios. You’ll produce client-ready reports, engage in client meetings, and respond to queries, contributing to transparent investment insights. You’ll collaborate with custodians, external managers and portfolio managers to ensure accurate, timely outputs. The position offers hybrid work and a focus on improving processes through automation while aligning with Mercer’sInvestment Solutions mission.
Pay / Benefits
professional development opportunities
interesting work
supportive leaders
vibrant and inclusive culture
career opportunities
benefits and rewards to enhance well-being
Responsibilities
Calculate and review performance attribution and reporting accurately and on time
Produce reports for investment committees and trustee boards
Work with custodians, external managers, and portfolio managers
Respond to client queries and explain performance insights clearly
Write investment and market commentary
Help improve processes and efficiency through automation
Key requirements
Demonstrable, relevant experience in performance analytics, portfolio reporting, attribution within financial services or related investments environment
Strong Excel and analytical skills
A numerate degree
Ideally working toward CFA or CIPM
Good communication, attention to detail, and ability to manage multiple stakeholders
We use essential cookies to make this site work. With your permission we would also like to use the optional cookies below. Nothing optional is set until you choose, and you can change your mind at any time from "Cookie settings" at the bottom of every page. Cookie policy.
Essential — keep the site working and secure, and remember the choice you make here. Always on.