Investment Strategist
2 weeks ago
Description: Investment Strategist (Delegated Solutions) Mercer has a great opportunity for someone who has experience working with DB pension scheme clients in an investment consulting capacity or with a retirement actuarial background and is looking to move into Fiduciary Management or focus on investment strategy.
Equally, the role may appeal to candidates who already work in Fiduciary Management or candidates without DB experience but a strong investment background.
The successful candidate will be responsible for designing and implementing investment strategies tailored to each client using Mercer's best ideas.
The role presents the right candidate with an opportunity to develop their investment knowledge and skills by working with a book of clients and helping to develop the delegated investment strategy solutions.We will count on you to:Work closely with analysts, senior strategists and lead consultants to design and implement investment strategies which incorporate Mercer's best thinkingConsider how the investment strategy may evolve to reflect the changing dynamics of a pension scheme, e.g.
suitability of cashflow driven investment strategies, end game planningAttend client meetings to deliver annual investment strategy reviewsUse of trading software to instruct trades to rebalance and re-structure portfoliosCollaborate on projects to support the successful growth of the Strategy and Fiduciary business, e.g.
development of the strategy solutions, integrating new software and maintaining internals tools and proceduresLiaise with Portfolio Management, Consulting and Operational teams to implement high quality strategies with efficiency, e.g.
contribute towards implementing Dynamic Asset Allocation tilts for clientsSupport the client team by providing technical insight into a client's strategy and reviewing aspects of quarterly Strategy reportsContribute towards delivering growth in the Fiduciary segment through supporting pitches and ensuring Mercer stays ahead of the competition in the Fiduciary marketContribute to supporting the team on cases outside of DB pensions as we expand into new segments such as Endowments & Foundations, Insurance, Wealth Management and DC.What you need to have:Proven investment industry experience (ideally in an investment consulting or actuarial role) with the motivation to learn and succeed in a strategy orientated roleAlmost/Fully Qualified CFA or ActuaryInterest in the institutional investment landscape and strategy setting processProactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisationWhat makes you stand out:Experience with DB pensions investments is preferred but experience in other segments will be consideredAbility to manage multiple projects, stakeholders, and deliverables simultaneouslyExcellent work ethic along with strong interpersonal and communication skillsWhy join our team:We help you be your best through professional development opportunities, interesting work and supportive leaders.We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.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 $23 billion and more than 85,000 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, 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 color, 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 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.
-
Investment Strategist
14 hours ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeCompany OverviewHargreaves Lansdown Asset Management Limited is a leading provider of investment solutions, dedicated to making saving and investing accessible for everyone.We strive to create a better financial future for our clients by delivering exceptional investment products and services.
-
Financial Strategist
1 week ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeJob DescriptionA prominent national investment management firm seeks an experienced Financial Strategist to drive business growth across the South West region, based in Bristol.The estimated annual salary for this role is around £80,000 - £100,000 plus bonus and comprehensive benefits package.The ideal candidate will have a solid track record as a UK...
-
On Trade Growth Strategist
3 weeks ago
Bristol, Bristol, United Kingdom Matthew Clark Bibendum Full timeGrow Your Career as an On Trade Growth StrategistWe are seeking an experienced On Trade Growth Strategist to join our team at Matthew Clark Bibendum. As a key member of our On Trade growth strategy function, you will play a critical role in driving growth and revenue across our On Trade channels.About the RoleThis is an exciting opportunity for a seasoned...
-
Key Asset Strategist
4 weeks ago
Bristol, Bristol, United Kingdom Aviation Recruitment Network - East Midlands Full timeRole OverviewWe are seeking a highly skilled Key Asset Strategist to join our engineering team at Aviation Recruitment Network - East Midlands.Job DescriptionBuilt and maintained asset registers to ensure accurate tracking and management of assets.Conducted thorough condition assessments to identify areas for improvement and develop maintenance strategies...
-
Insurance Strategist
4 days ago
Bristol, United Kingdom Schroders Full timeAbout SchrodersWe're a global investment manager.We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.We have around 6,000 people on six continents.And we've been around for over 200 years, but keep adapting as society and technology changes.What doesn't...
-
Business Growth Strategist
12 hours ago
Bristol, Bristol, United Kingdom Canada Life Group (UK) Ltd (The) Full timeJob TitleWe help our customers achieve long-term financial security by providing tailored solutions for retirement, investment, and protection.About UsAs a leading UK organisation, Canada Life Group (UK) Ltd operates as a modern, agile, and welcoming company. Our parent company Great-West Lifeco has been operating in the United Kingdom since 1903.Main...
-
Business Growth Strategist
2 days ago
Bristol, Bristol, United Kingdom BDO UK LLP Full timeRequirements and QualificationsTo be successful in this role, you will require:A thorough understanding of transactional services, with experience in a similar capacity or relevant industry sector.ACA/ACCA qualification or equivalent, with previous management or supervision experience.Excellent communication and interpersonal skills, with the ability to...
-
Software Solution Strategist
3 weeks ago
Bristol, Bristol, United Kingdom Aviva Full timeJob Overview:Aviva is seeking an experienced Solution Architect to join our team and contribute to the transformation of our IT operations. The ideal candidate will have excellent design and architecture skills, with a strong focus on agile delivery methods.Key Responsibilities:Craft solutions across Aviva's IT applications estate, defining the overall...
-
Senior Marketing Strategist
3 weeks ago
Bristol, Bristol, United Kingdom Pertemps Network Group Full time{"Job Overview": "At Pertemps Network Group, we are looking for a Marketing Manager to join our successful team in Clifton, Bristol. This is a unique opportunity to work on a Fixed Term Maternity Cover contract for 9 months, with the potential to become permanent after the initial contract.", "Role and Responsibilities": "Develop and implement marketing...
-
Customer Experience Strategist
4 weeks ago
Bristol, Bristol, United Kingdom Triodos UK Full timeAbout Triodos UKTriodos Bank is an award-winning organisation and one of Europe's leading sustainable banks. Our mission is to make money work for positive social, environmental, and cultural change.We offer a wide range of banking services for people who want to use their money consciously – from current accounts through to investments and savings. We...
-
Senior Marketing and Communications Strategist
4 weeks ago
Bristol, Bristol, United Kingdom Soil Association Full timeJob OverviewThe Soil Association is seeking a highly skilled Senior Marketing and Communications Manager to join their team. This role will involve developing and implementing communication strategies that drive stakeholder engagement and audience reach across various channels.About the RoleThis is a fantastic opportunity to bring your expertise in building...
-
Copywriter
6 months ago
Bristol, United Kingdom ADLIB Full timeLogin to bookmark this Job **Copywriter**: **Purpose driven creative agency**: - Location **Bristol hybrid working** - Type **Permanent** - Salary **Up to 43k DOE** **Join a purpose-driven agency shaping impactful messaging for visionary brands and charities.** **Collaborate with diverse clients, from B2B to charities across various platforms** **Enjoy...
-
Bristol, United Kingdom Deloitte LLP Full timeJob description Connect to your Industry Do you want to be at the heart of some of the biggest and most ambitious programmes undertaken to keep our country safe? We are proud of the impact we have with our Defence & Security clients, the strength of our relationships, and the variety of our skills and expertise that we bring to help them achieve their...