Insurance Portfolio Manager

2 months ago

London, Greater London, United Kingdom Mercer Full time

Insurance Portfolio Manager - London

Mercer is the largest OCIO manager in the world, and also the largest insurance advisory. We are looking for a candidate to lead our OCIO insurance portfolio management function, which will entail managing existing OCIO mandates for insurers, and being an active participant on deal teams relating to new opportunities.

Mercer's Investments business is a leading provider of investment consulting and investment solutions globally. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process. The Investment Solutions business, catering for clients who wish to delegate the implementation of their investment strategy, has grown very rapidly over recent years and governs over $150 billion in client assets across Europe and Asia.

Mercer is a global leader in the provision of investment related services to a wide range of institutional clients including pension funds, insurance companies, wealth managers and endowments. The firm also has a significant global presence in human resource consulting and related services. Globally, across all business segments, Mercer has more than 20,000 employees based in more than 40 countries.

What can you expect:

  • Mercer is hiring a Senior Portfolio Manager to join our Portfolio Management team focused on the Insurance segment. Based in London or Dublin, the Insurance Portfolio Manager will have responsibility for managing portfolios for insurance investors with a particular emphasis on the fixed income asset classes. The role will involve portfolio design, manager selection and portfolio construction under delegated management and will benefit from the scale and reach of an existing discretionary platform of over $150bn in the International region
  • The candidate will be a part of a high-performing portfolio management team with a proven track record of bringing innovative solutions to the market and delivering strong outcomes for clients. Working closely with numerous teams, the candidate will have unparalleled access to some of the leading investment research across the industry and the role will offer the ability to implement these ideas on behalf of our insurance investors across the International region
  • The ideal candidate should have a strong experience of working with Insurance investors and deep fixed income expertise as well as a background covering manager selection and portfolio construction with an ambition to grow their career to focus on this specialist area. Experience managing direct fixed income mandates would be beneficial

What's in it for you?

  • Competitive Benefits Package including: 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more

We will count on you to:

  • Form part of a high performing portfolio management team, responsible for managing > $150bn of assets under delegated management invested across a range of solutions spanning the full risk and return spectrum
  • Lead the day-to-day management of investment solutions for Insurance clients from an investment perspective and collaborate with multiple different teams across the business This will include liaising with multi-asset and investment strategy teams as well as back and middle office functions to ensure effective implementation of investment decision making
  • Contribute to investment philosophy, portfolio construction and manager selection for our insurance client portfolios
  • Represent the portfolio management team internally and externally (including at C-Suite levels)
  • Develop a deep understanding of all asset classes relevant for insurance allocators
  • Pro-actively identify and manage value-added ad hoc projects
  • Help design and implement new investment solutions while supporting business development and client management initiatives
  • Present to clients with clarity and confidence backed up by a detailed understanding of the subject matter
  • Be a subject matter expert across Insurance clients
  • Help lead the day-to-day management of the team including acting as a mentor / manager

What you need to have:

  • Strong understanding of Insurance investor requirements in general, with an emphasis on insurance fixed income markets, including regulatory regimes, typical insurance constraints (ie gain / loss), investment objectives (total return vs book yield), rating agency considerations, etc.
  • Investment background and highly numerate with an analytical mind-set
  • Excellent communication skills – the ability to effectively present to clients, prospects, market participants and the media
  • Proven leadership with the ability to influence and challenge
  • Ability to work effectively at all levels of an organization and build strong internal and external relationships
  • Critical thinking, naturally curious and a problem-solver, with a-get-involved attitude
  • Ability to work flexibly, independently and collaboratively as part of a team

What makes you stand out:

  • Ideally CFA/ CAIA/ FSAI/FIA qualified (or similar)
  • A wealth of investment experience
  • Organized with a strong attention to detail and the ability to meet tight deadlines
  • A strong communicator, both internally and externally, and have an ability to navigate across the various teams across Mercer globally

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 20,000 colleagues are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit Follow Mercer 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, civil partnership status, 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 colour, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at

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