Portfolio Associate

**Portfolio Associate, Portfolio Management Team - London**

**What can you expect**:

- To join the team responsible for driving the investment decisions within the portfolios including investment philosophy, portfolio construction and manager selection; the majority of these portfolios are multi-manager and span the risk and return spectrum of predominantly public fixed income
- To work with a team whose primary role is to build best in class portfolios which consistently deliver on their investment objectives
- You will have unrivalled access to some of the smartest minds in the industry and be able to implement your ideas to deliver better outcomes for clients.

**What is in it for you**:

- The opportunity to tailor your career
- The chance to operate within a large global organisation that is incredibly passionate about how it works and cares for their clients across the world
- Learn from a range of experienced consultants and industry leaders who will work closely with the team to help upskill, network and ultimately support the mission to generate growth across the business
- Competitive reward package including a discretionary bonus
- A fantastic suite of employee benefits including an excellent pension contribution, life/health assurance and private medical insurance
- A suite of flexible benefits to choose from including a cycle scheme, discounted gym membership, Doctor, Dentist and many other options to choose from
- Mercer is open to flexible working arrangements. The preferred location for this role is London and you will ideally be expected to be in the office a minimum of 3 days a week.

**We will count on you to**:

- Support the Portfolio Managers in managing the discretionary fixed income portfolios for EMEA clients, including manager selection, portfolio construction and ongoing oversight
- Contribute to portfolio construction ideas across the full spectrum of fixed income, including for example: government bonds, corporate credit, currency, securitised and others.
- Conduct regular due diligence meetings with our manager opportunity set
- Help design and implement new investment strategies
- Develop a deep and thorough understanding of portfolios
- Analyse performance and risk metrics across portfolios and underlying managers
- Maintain, update, enhance and document portfolio and risk management processes
- Mentor, prioritise and delegate workflow to more junior team members
- Assist with and oversee the team’s production of portfolio reporting, including the accurate and timely provision of portfolio data and strategy performance commentary
- Build, maintain and encourage close working relationships with the broader internal portfolio management, investment, operations and manager research teams; as well as external investment managers
- Support business development and client management initiatives
- Report to the Portfolio Manager

**What you need to have**:

- Experience in Fixed Income manager research and / or portfolio construction
- Demonstrable investment experience
- Initiative and drive
- Analytical mind-set and highly numerate
- 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
- Organised with a strong attention to detail and the ability to meet tight deadlines
- Effective communication and client/audience presentation skills
- Passionate about a career in investment and portfolio management
- CFA/ CAIA/ FSAI/FIA qualified (or similar), or well progressed with the aim of completion

**MERCER**

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, religion, sexual orientation, gender identity or any other characteristic protected by applicable law.